International Private Bank, Private Banker, Australia Market, Executive Director, based in Singapore
Core
Managing relationships with ultra-high-net-worth individuals, families, and foundations in Australia, providing strategic wealth planning and investment solutions.
Role type
Senior IC Private Banker (UHNW)
Builds
Long-term client portfolios and strategic wealth solutions for Australian UHNW clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
UHNW client acquisition and retention, relationship management, investment portfolio management, regulatory compliance, market analysis, strategic wealth planning, prospecting, cross-functional collaboration
Preferred skills
Local Australian regulatory qualifications (RNF), knowledge of financial markets and instruments
Technologies
N/A
Responsibilities
Manage all aspects of client relationships for UHNW individuals and families in Australia; actively prospect and acquire new clients; deliver targeted investment and wealth planning advice; work with investment teams to execute client solutions; maintain compliance and operational standards; travel to Australia for client engagement.
Seniority
Senior, hands-on IC