VP Private Banker

Our client, a leading global investment bank, is seeking an experienced Vice President, Private Banker to join their Singapore team. This role is responsible for managing and growing relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering tailored wealth management solutions, and driving revenue growth across investment products and advisory services.

The successful candidate will leverage the bank's global platform to provide holistic wealth advisory, including discretionary portfolio management, structured products, and alternative investments.

Key Responsibilities

• Manage and grow a portfolio of HNW/UHNW clients, serving as their primary trusted advisor

• Develop long-term relationships and understand clients financial goals, risk tolerance, and investment objectives

• Deliver comprehensive wealth management and investment advisory solutions

• Acquire new clients through personal network, referrals, and internal partnerships

• Achieve revenue, asset under management (AUM), and client acquisition targets

• Expand wallet share through cross-selling investment, lending, and wealth solutions

• Provide advice across asset classes including equities, fixed income, structured products, FX, and alternative investments

• Work closely with investment advisory, product specialists, and portfolio managers to deliver tailored solutions

• Monitor portfolio performance and proactively recommend investment strategies

• Collaborate with internal stakeholders including investment advisors, credit specialists, and product teams

• Ensure compliance with regulatory requirements and internal policies

• Maintain accurate client documentation and records

Requirements

• Bachelor's degree in Finance, Business, Economics, or related field

• Minimum 8-15 years of experience in private banking or wealth management

• Proven track record managing HNW/UHNW clients and achieving revenue targets

• Experience working in a global or regional private bank or investment bank

• Strong knowledge of wealth management products including equities, fixed income, funds, structured products, and alternatives

• Strong understanding of financial markets and investment strategies

• Experience managing client portfolios of USD 50M - USD 200M+ AUM preferred

• CACS or CMFAS certifications required