Private Banker - Indonesia Market
Core
Serve the world's wealthiest individuals and their families in Indonesia with customized financial services to protect and grow their wealth.
Role type
Senior Private Banker (UHNW)
Builds
Tailored investment, risk management, and financing/liquidity solutions for ultra-high net worth clients.
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Relationship selling, UHNW client acquisition, strategic financial advising, cross-generational relationship building, investment product knowledge, risk management, financing/liquidity structuring, prospect identification and conversion.
Preferred skills
Existing UHNW Indonesian client networks, Master's degree.
Technologies
N/A
Responsibilities
Actively identify and convert prospects into clients; demonstrate in-depth understanding of clients' businesses and wealth sources; anticipate life and business events with financial implications; serve as a trusted advisor for strategic financial matters; build long-term connections with client families; manage client expectations; coordinate product experts to develop long-term solutions; help clients achieve broad financial/investment goals; establish referral networks.
Seniority
Senior, hands-on IC