Private Banker à United States

Our client, a global private bank, is looking for experienced private bankers to join their expanding team.

Responsibilities:

• Develops and maintains client relationships.
• Responsible for achieving annual revenue targets and objectives.
• Trusted advisor who succeeds in maintaining a group of dedicated clients.
• Builds market share; able to enhance client asset size over time.
• Fully competent in advising clients on investment products and services.
• Actively involved in new business development; able to anticipate and capitalize on business opportunities.
• Keeps up to date with products and services; may give input for new product development.
• Starts to build networks with other businesses and 3rd parties.
• Supervises and monitors delegated tasks for quality assurance to meet client servicing needs.

The ideal candidate will possess the following:

• Good university degree.
• Completed professional qualifications: CACS Papers I and II.
• At least 3 years of private banking sales experience.
• Proven track record in servicing a book of HNW/UHNW clients and acquisition of new relationships.
• Strong familiarity with the Greater China market, including regulatory and compliance requirements.
• Well versed in Private Banking Products and good knowledge of the legal and regulatory environment.
• Sound knowledge of global financial markets and current affairs.

If you believe you fit the requirements for the role, please click or drop an email to cheryl.poh@ambition.com.sg. Only shortlisted candidates will be notified.