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Skills:

Finance, Accounting, CFP, English

Job type:

Full-time

• 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.