Job Responsibilities
- Build and deepen long-term client relationships by leveraging professional networks and delivering distinctive client experience across all facets of wealth management.
- Collaborate closely with investment specialists and internal partners to design, execute, and deliver tailored investment and wealth solutions align to each client’s objectives and risk appetite.
- Served as a trusted strategic advisor, provide insightful market insights, portfolio updates, and investment opportunities across asset classes, while proactively identify new business opportunities for clients
- Ensure seamless client lifecycle management including client onboarding and ongoing relationship management, including KYC updates, suitability assessments, and coordination of client meetings and transactions.
- Uphold a strong risk and control culture, collaborate with cross-functional teams to ensure compliance with regulatory requirements, risk management protocols, and internal policies, maintaining the highest standards of integrity.
- Drive commercial growth by expanding the client base through networking, cross-selling opportunities, and delivering holistic family wealth management solutions.
Required Qualifications, Skills and Capabilities
- Bachelor degree or its equivalent with a minimum 7 years’ experience of wealth management experience along with strong client and stakeholder management skills.
- Exceptional client and stakeholder management skills with strong executive presence; outstanding written and oral communication who can positively engage and influence clients as well as internal stakeholders.
- Excellent organizational discipline and prioritization, ability to operate with a high level of integrity and risk awareness.
- Collaborative team player and able to work with different business functions across the bank and engaging with senior leadership
Preferred Qualifications, Skills and Capabilities
- Experience in a wealth management firm is strongly preferred, with direct responsibility for client relationship management in a similar capacity covering investment advisory and client relationship management.
- Comprehensive understanding and have a working knowledge of the private banking key regulatory and control environments that are relevant to the team and be able to manage the accounts accordingly.