Private Banker (Taiwan Offshore Team)
Core
Strategic Private Banker leading a team to serve Ultra High Net Worth (UHNW) clients with tailored wealth management, investment, and financing solutions.
Role type
Senior Individual Contributor (Lead Private Banker)
Builds
Long-term client relationships and comprehensive financial strategies for UHNW families
Domain
Private Banking / Wealth Management
Required skills
UHNW client relationship management, strategic financial planning, investment strategy, risk management, team leadership, regulatory compliance, cross-functional collaboration
Preferred skills
Master's degree, experience leading client teams, track record in relationship selling
Technologies
N/A
Responsibilities
Identify and convert prospects into clients, develop tailored investment and financing solutions, manage client expectations and risk tolerance, build multi-generational client relationships, lead team members to exceed sales goals, ensure regulatory compliance and operational controls
Seniority
Senior, hands-on IC with leadership responsibilities