This is a great opportunity for senior private bankers out there who have built up a real solid portfolio, did your rounds with the big private banks and is now looking out for new opportunities with a fresh and independent environment!
Job Description:
Client Management
- Responding to all client needs in a timely and professional manner
- Providing appropriate investment advice in line with the Bank’s policy and asset allocation
- Active monitoring of client investment portfolios and collateral situations
- Ensuring consistently high levels of client satisfaction by matching the frequency and intensity of contact to the clients’ preference
Business Management
- Develop and implement new marketing strategies in conjunction with the Group/ Team Heads
- Embracing new processes and product initiatives
- Participate in ad-hoc projects as required by the Group/ Team Heads
- Fostering discipline and good work practices (including meeting deadlines and regulatory requirements, and fulfilling documentation requirements)
Job Requirement:
- More than 10 years private banking experience
- Portfolio of clients and in acquisition of new relationships - Proven track record
- Understands the geographical economy landscape
- Linguistic proficiency & cultural awareness
- Familiar with the legal & regulatory environment in those countries their clients are in
- Excellent knowledge of global financial markets and current affairs
- Ability to match client needs with appropriate product solutions
- Sound commercial judgment, represents the Bank’s and the shareholders’ interests at all times
- CACS Papers 1 and 2
- Preferably with CMFAS Modules 1B, 5, 6A, 8A certifications
Interested candidates, please attach your latest CV.
