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Principal Consultant at Talent Leads Consultants
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Director - Sales - Private Banking (7-30 yrs)
Client Advisor / Private Banker - Director/ ED/ MD, Singapore
Client - International Private Bank
My client is an International leader in Private Banking that delivers the highest quality advice, service and capabilities to High Net Worth individuals and families around the world, and is looking to continue its growth throughout Asia.
Key Roles & Responsibilities
- Acquisition of qualified HNW clients in key markets in APAC
- The Client Advisor will be responsible for prospecting and acquiring new clients and new assets from new and existing clients.
- Manage each account to ensure that the client has a completed profile and that accounts are properly maintained and serviced
- Ensure that the proposed products and services maximize the clients' needs, goals and objectives
- Comply with all policies and procedures in relation to Client Due Diligence, Credit Risk Management, Client Investment Suitability,
Qualifications
- Proven Track record in Private Banking of at least 7 years, working with High Net Worth individuals and families
- Experience or demonstrated understanding of investments, asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions
Salary Range- 250k SGD (Singapore Dollar)
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