Private Banker (EAM)

Selby Jennings

Singapore

SGD 60,000 - 80,000

Job description

Lead efforts to identify and attract new high-net-worth clients to the family office platform, working with senior team members to develop and execute a client acquisition strategy.
Oversee the client onboarding process, ensuring that all documentation, compliance checks, and legal requirements are met in a seamless and efficient manner.
Conduct initial client meetings, understanding their wealth management needs, objectives, and risk tolerance, and introduce them to the family office's services and solutions.
Develop and maintain long-term, trust-based relationships with external clients, ensuring their needs are continuously met through personalized wealth management strategies.
Provide ongoing support and guidance to clients, keeping them informed on portfolio performance, new investment opportunities, and the family office's offerings.
Serve as the key point of contact for clients, responding to inquiries and ensuring the highest level of client satisfaction.
Continuously evaluate client satisfaction and identify opportunities to enhance the client experience, driving client loyalty and retention.
Work with the team to offer additional services to clients, such as estate planning, tax optimization, philanthropic initiatives, and other value-added solutions.
Track client engagement and ensure all aspects of the relationship are well-managed and that clients are receiving consistent, high-quality service.