Private Banker (Indonesia Team)
Core
Senior Private Banker serving ultra-high net worth individuals and families in the Indonesia market, providing customized wealth management and strategic financial advice.
Role type
Senior Private Banker (IC)
Builds
Long-term client relationships and tailored financial solutions for UHNW clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Relationship selling, UHNW market coverage, Indonesia market expertise, strategic financial planning, investment product knowledge, risk management, financing/liquidity solutions, cross-generational family relationship building
Preferred skills
Master's degree, experience leading client teams and transactions
Technologies
N/A
Responsibilities
Identify and convert prospects into clients, anticipate client life/business events with financial implications, serve as a trusted advisor for strategic financial matters, build cross-generational client family relationships, manage client expectations, coordinate product experts for long-term solutions, develop tailored investment and risk management solutions, establish referral networks
Seniority
Senior, hands-on IC