- Type
- Full-time
- Seniority
- Manager
- Experience
- 10+ years
- Source
- Workday
Description
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Job Description
- Lead and manage the SCB Private Banker Ultra team, ensuring team members can recommend appropriate investment products and achieve performance targets
- Develop and maintain strong relationships with high-net-worth clients, offering personalized onshore and offshore banking solutions, expert advice on portfolio management, financial products, investment opportunities, and wealth structuring
- Acquire new clients through strategic networking with existing networks and targeted prospecting efforts
- Deliver exceptional client service by ensuring accurate transaction execution, prompt responses to client inquiries, and alignment with their financial goals
- Collaborate closely with wealth management teams, including the Chief Investment Office team, Wealth Planning, and Family Office, to enhance client outcomes
- Monitor and optimize clients' investment portfolios to ensure alignment with their objectives and strategies
Qualifications:
- Bachelor’s degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or a related field
- Minimum 10 years of experience in Private Banking, Investment, or Wealth Management, experience in working with high-net-worth clients is preferred
- Experience in offshore investments or offshore work is an advantage
- Holder of relevant investment and insurance licenses; CFP certification is a plus
- Proficiency in Microsoft Office (Excel, Word, PowerPoint)
- Fluent in both spoken and written English
- Strong interpersonal and leadership skills, with a passion for sales and client service, hard-working, ambitious, and capable at delivering effective presentations
We're committed to bringing passion and customer focus to the business.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.
Skills
ExcelWorkday
