Private Banker - GC

The Private Banker - GC role offers an opportunity to join a well-established private banking platform with a growing international presence, serving high-net-worth and ultra-high-net-worth clients through comprehensive wealth management, investment advisory, and credit solutions. Backed by a strong balance sheet and onshore-offshore connectivity, the bank places a strong emphasis on prudential risk management, regulatory discipline, and relationship-driven banking.

Responsibilities

• Initiate and establish new relationships within the accredited investor segment
• Develop and strengthen client relationships with the bank in accordance with relevant business goals
• Conduct all required Know Your Customer (KYC) and Anti-Money Laundering (AML) processes, procedures, and documentation
• Upsell relevant solutions and provide clients with regular market insights and trend analysis
• Contribute to the profitability of private banking by achieving profit and growth targets
• Ensure superior client service and contribute to the bank's overall client experience, with an understanding of the background and needs of ultra-high-net-worth clients from mainland China
• Maintain oversight of the dealing infrastructure, processes, and systems for investment products, and take responsibility for all sales documentation, product agreements, and service-level agreements
  
  

Requirements

• Recognised university degree with at least 3 years of relationship manager experience in private banking, specifically covering North Asian markets
• Sound understanding of economics, market best practices, and investment products within the wealth management business
• Relevant certifications such as CACS, CMFAS RES1B and RES2B or RES12B, RES5, CM-EIP and CM-SIP or CM-CMP, and CM-CIS are strongly preferred
• Equivalent previous CMFAS certifications, such as M1A/M1B, M2A, M5, M6, M6A, M8, and M8A, are acceptable if still valid
• Business proficiency in written and spoken Mandarin, in addition to English, to provide effective service to Mandarin-speaking clients
• Strong team player with excellent interpersonal and communication skills and the ability to work effectively with counterparts at all levels
• Willingness to work in a dynamic environment, with the ability to manage multiple tasks, handle assignments with tight timelines, and meet project deadlines
  
  

About the company


A well-established company in the private banking industry with a growing international presence. The organisation provides wealth management, investment advisory, and credit solutions, with an emphasis on risk management, regulatory discipline, and relationship-driven banking.

JAC Recruitment Pte. Ltd.

EA Licence: 90C3026

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