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Experience:

7 years required

Skills:

Finance, Accounting, CFP, English

Job type:

Full-time

• Develop and maintain relationships with HNW clients, providing tailored onshore and offshore banking solutions, expert advice on portfolio management, financial products, investment opportunities, and wealth structuring.
• Acquire new clients by leveraging existing networks and engaging in targeted prospecting efforts.
• Provide exceptional client service by ensuring the timely and accurate execution of transactions, responding to client inquiries, and addressing their financial goals.
• Collaborate closely with the wealth management team, including the CIO team, Wealth Planning, and Family Office.
• Monitor and optimize clients' investment portfolios, ensuring alignment with their investment objectives and defined strategies.
• Qualifications Bachelor s degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or a related field.
• Minimum of 7 years of experience in Private Banking, Investment, or Wealth Management, preferably working with high-net-worth clients.
• Experience in offshore investments or offshore work is an advantage.
• Holder of investment and insurance licenses; CFP certification is a plus.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint).
• Fluent in spoken and written English.
• Strong personality and interpersonal skills, with a passion for sales and service, hard-working, ambitious, and capable of 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.

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.

Experience:

3 years required

Skills:

Finance, Accounting, CFP, English

Job type:

Full-time

• Maintain and expand customer-base and business volume, together with maintain customer service and offer benefits to maximize customer satisfaction.
• Overview and monitor the result of recommended asset allocation of each clients in order to provide an acceptable level of investment benefits to them.
• Be representative of the bank and build up strong relationship with relevant agencies and clients for smooth operations.
• Maximize business volume and revenue to the bank by recommending the investment products to clients under their appropriate risk appetite, operating guidelines, rules & regulations of the bank, authorized agencies, and related parties.
• Offer investment products which aligned with the Bank s policy as well as manage cost regards to customer care in an appropriate level.
• Qualifications Bachelor s degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or related fields.
• At least 3 years of experience in Banking, Investment or Financial organization. Experience in working with High Net Worth customers is preferable.
• Holding relevant licenses for investment, such as IC, CFP, CISA, Single License, NIB, LIB will be advantage. Possess solid knowledge in investment and investment product.
• Professional in MS. Office: Excel, Word, Power point. Fluent in English speaking and writing.
• Good personality and interpersonal skills, passionate in sales and services. Hard-working, ambitious and capable presentation skills.
• 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.

Experience:

5 years required

Skills:

Finance, Accounting, CFP, English

Job type:

Full-time

• Maintain and expand customer-base and business volume, together with maintain customer service and offer benefits to maximize customer satisfaction.
• Overview and monitor the result of recommended asset allocation of each clients in order to provide an acceptable level of investment benefits to them.
• Be representative of the bank and build up strong relationship with relevant agencies and clients for smooth operations.
• Maximize business volume and revenue to the bank by recommending the investment products to clients under their appropriate risk appetite, operating guidelines, rules & regulations of the bank, authorized agencies, and related parties.
• Offer investment products which aligned with the Bank s policy as well as manage cost regards to customer care in an appropriate level.
• Qualifications Bachelor s degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or related fields.
• At least 5 years of experience in Banking, Investment or Financial organization. Experience in working with High Net Worth customers is preferable.
• Holding relevant licenses for investment, such as IC, CFP, CISA, Single License, NIB, LIB will be advantage. Possess solid knowledge in investment and investment product.
• Professional in MS. Office: Excel, Word, Power point. Fluent in English speaking and writing.
• Good personality and interpersonal skills, passionate in sales and services. Hard-working, ambitious and capable presentation skills.
• 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.

Experience:

5 years required

Skills:

Finance

Job type:

Full-time

• Engage clients in strategic dialogue, be a value-added advisor who understands clients full needs for financial solutions and position the Bank as a provider of solutions, not just generic products.
• Conduct the in-depth industry study & analysis and recommend the appropriate financial products & services.
• Provide input to the market segment sales strategy based on a deep understanding of the market, client needs and business growth opportunities.
• Develop in-depth understanding and assessment of borrower's business needs, evaluate and identify risk and mitigations in order to identify lending opportunities, appropriate loan structure and recommend financial solutions to borrowers.
• Spot new opportunities and equip origination. Analyze and assess the current market s issue and compare with other competitors.
• QualificationsBachelor s Degree or higher in Business Administration, Management, Marketing, Finance and Banking.
• Experienced banker or respected business person in client interfacing roles.
• Minimum 5 years in RM roles with background in credit and other financial products.
• Business management and development skills.
• Strong interpersonal and presentation skills.
• 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.