Private Banker (Singapore & Malaysia Team)
Core
Strategic professional providing advanced judgment and tailored financial solutions to UHNW clients, anticipating life/business events and managing wealth creation goals.
Role type
Principal Private Banker (Strategic IC)
Builds
Long-term client relationships and customized investment/risk/financing strategies
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
UHNW client relationship management, strategic financial planning, quantitative/qualitative analysis, risk assessment, regulatory compliance, cross-generational family wealth planning, product expertise (investment/financing), team leadership
Preferred skills
Master's degree, experience leading client teams
Technologies
N/A
Responsibilities
Identify and convert prospects into clients, serve as trusted advisor for strategic financial matters, develop tailored solutions for investment and liquidity needs, manage client expectations and risk tolerance, build cross-generational family relationships, set and monitor revenue goals, ensure regulatory compliance and operational controls, mentor team members
Seniority
Principal, strategic & mentorship