Private Banker/Client Advisor
In summary, we are looking for private bankers, relationship managers or client advisors, looking after (U)HNW private clients, specializing in Private Wealth Management/Private Banking through Discretionary and Advisory services. You are expected to have excellent business development and client acquisition skills covering both onshore and offshore, domiciled and Non-Dom clients, covering clients from APAC or European regions. The hunter will be based out of either the Singapore office.
We are looking for an experienced Private Banker/ Client Advisor who has experience servicing the needs of HNW/UHNW individuals from the Asia-Pac or European region, with a client base that deposit their assets in Singapore. You will join a well establish team looking to further expand their client coverage, on the back of a highly successful and profitable year. The selected individual will be fully supported in their prospecting efforts, with no limitations regarding area coverage. You will be expected to develop a strong book of business within your first 12 months. The group offers a global, well respected exclusive brand, long associate with service excellence in the private banking, and offer their Bankers’ with global booking centre services.
Responsibilities:
- Advising (U)HNWI clients on wealth management solutions and investments, across full spectrum of products
- Manage and monitor portfolios of HNW and UHNW clients;
- Acquiring new business
- Presenting a consistent, credible and accessible point of contact for clients;
- Maximizing profitable and/or potentially profitable relationships;
- Undertaking strategic planning and event organization;
- Organizing and promoting marketing and PR initiatives;
- Conducting DD and KYC assessments of prospects, and new clients
- Increase assets under management, through client development, prospecting, and consultative selling
- Pitching and delivering presentations to existing and prospective clients
- You will be expected to deliver $50million AUM within 12 months
- Generate ROA 90bps
- Account size per client $1million
Profile:
- Strong product knowledge
- Previous experience and tract record of hunting new clients and acquiring fresh business
- The ability to manage, develop and grow AUM.
- A strong knowledge of private banking practice for clientele booking their assets in Singapore
- An existing client portfolio
- The ability to deliver against agreed Key Performance Indicators
APPLY | wealth@gqrgm.com | Dillon Brodie
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