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Private Banker / Senior Private Banker for Singapore Team serving ultra-high net worth clients, including entrepreneurs, business leaders, executives, and their families. The role involves providing customized services to protect and responsibly grow client wealth.
Job Responsibility:
Actively identify prospects and establish contact with them/convert prospects into clients
Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation
Anticipate events in a client's life and business which have significant financial implications
Serve as a trusted advisor to clients regarding financial matters
Build relationships with client families that cross generations
Effectively manage client expectations
Bring together product experts to develop long-term solutions
Help clients achieve broad financial/investment goals related to wealth creation and management
Develop tailored solutions addressing investment, risk management, and financing/liquidity needs
Establish a referral network and gain introductions to potential clients
Apply in-depth knowledge of key investment and financing products
Develop expertise to identify business opportunities and address unique needs of specific client segments
Requirements:
10+ years of experience
Extensive and proven experience in Private Banking covering UHNW market
Extensive experience in working with and/or leading client teams and transactions