Key Responsibilities:
- Manage and grow a portfolio of high-net-worth clients with a primary focus on the Philippines market.
- Develop and execute comprehensive wealth management strategies tailored to client needs, including investment solutions, credit, and other financial services.
- Cultivate strong, long-lasting client relationships based on trust and a deep understanding of their financial goals.
- Collaborate with internal product specialists and partners to deliver holistic financial solutions.
- Ensure full compliance with all internal policies and external regulatory requirements.
skills and experience required
- Proven experience as a Private Banker or Priority Private Banker, with a demonstrated track record of success in serving offshore clients.
- Excellent communication, interpersonal, and relationship-building skills.
- Ability to work independently and as part of a dynamic, entrepreneurial team.
- A strong client-centric approach and a commitment to delivering exceptional service.
- Relevant financial certifications and licenses are required. CACS are preferred.
To apply online please use the apply function
(EA: 94C3609/ R21103354 )
