Director/ED Swiss Private Bank – Greater China/SE Asia/NRI markets recruitment
Key requirements
- 7 to 10 year Wealth Management / Private Banking relationship management experiences in APAC market
- Strong sales desire and solution driven
- Asset under management USD 150 million plus
Responsibilities
• continuously develop relationships with a portfolio of clients
• foster and promote the client's interests and needs throughout the advisory process
• maintenance and development of long/term client relationships
• provide a "Single Point of Entry" into the Bank with an efficient access to a network of specialists
• act as a personal Wealth Manager; draw up a comprehensive asset strategy which reflects the dynamics between personal and business assets (holistic approach)
• maximize client assets and revenues
• provide a comprehensive financial investment service
• ensure that client’s portfolio of investments meet legal and regulatory requirements through effective co-ordination with Risk and Compliance departments
• Follow and adhere to the code of ethics and the Cross Border regulations