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Job Description

Title: Senior Private Banker / Wealth Manager
Contract type: Permanent
Salary: Competitive
Location: Hong Kong / Singapore

FINCO Search is working with an international financial services group with an integrated global network spanning over 30 countries who are currently undergoing an aggressive expansion to their International Wealth Management business. Operating for almost 100 years, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. They are looking for hungry, ambitious relationship managers in the region to strengthen their presence across APAC markets, ideally in their Singapore or Hong Kong offices.

Duties & Responsibilities:
  • Working within the recently integrated International Wealth Management and Wholesale businesses with a focus on developing strategic client relationships across APAC markets, specifically Greater China, Southeast Asia and the Global South Asia market.
  • Develop fundamental knowledge of the company’s strategic clients, primarily focused on Financial Institutions, but also Corporates on a more opportunistic basis
  • Develop a general knowledge of GM and CFS products and solutions, and understanding of the various types of Advisory relationships and business opportunities
  • Develop an understanding of the Group and the various strategic ways we interact with our clients as well as our holistic client proposition
  • Work with large data sets to assess client wallets, wallet share and opportunity size
  • Exceptional organizational and planning skills can manage the coordination of multiple activities working to specific deadlines
  • Prepare and maintain relationship overviews and client presentations for both internal and external use
  • Work with client technology stakeholders to develop, enhance and leverage CRM / technology solutions to truly institutionalize client relationships


Experience:
  • Minimum 10 years’ experience in a similar capacity serving UHNW private clients / markets in APAC
  • Understanding of the value of client relationships and developing a long-term client franchise
  • Must be currently handling a self-generated portfolio with AUM in excess of $100M USD
  • Have a transferable book of UHNW clients in the region
  • Skilled communicator, confident among internal stakeholders when presenting, clear and accurate written product, with the potential to develop to become client facing with ongoing independent relationships and dialogue
  • Analytical with the ability to synthesize different sets of information, including wallet and revenue data, to form a clear overview of a relationship or situation
  • Proven track record in servicing a book of clients and in acquisition of new relationships within the private banking space
  • Up to date regulatory/ market knowledge that may affect your HNW/UHNW clients
  • Interact efficiently with other areas in Global Markets, Investment Banking, Operations, Legal, Treasury and other areas of the firm

Key skill Required

  • Banking Officer

Designation

  • Bachelor Degree

2 - 5 yrs

Dubai

110 Days ago