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Private Banker

Salary undisclosed

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Our Client:

Our client is a well-known Private Bank, which offers advisory and portfolio management services. They are currently looking for a Private Banker to support their Japanese native clients.

The Responsibilities:

  • Actively identify prospects and establish contact with them/convert prospects into clients.
  • Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.
  • Anticipate events in a client’s life and business which have significant financial implications.
  • Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
  • Effectively manage client expectations regarding what can and cannot be executed on their behalf.
  • Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
  • Uncover needs that are not articulated or clearly expressed by the client.
  • Bring together the product experts to develop long-term solutions to strengthen relationships with the firm.
  • Help clients achieve broad financial/investment goals related to the creation and management of wealth.
  • Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
  • Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives.
  • Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.
  • Establish a referral network and gain introductions to potential clients which generate new sales.
  • Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
  • Demonstrate strong commitment to team success and place team goals above personal achievement.
  • Encourage team members to work together to deepen client relationships and exceed sales goals.
  • Align complementary experiences and skill sets of team members to maximize client effectiveness.
  • Build and maintain relationships with Business Partners, Colleagues and Staff.
  • Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seek or grant approvals as appropriate.
  • Ensure strong controls and effective operational and administrative services.

The Requirements:

  • Proficiency in Japanese language to smoothly and effectively communicate and present to Japanese Native clients
  • Min. 10 years of experience in a private banking environment
  • Good assets based and proven acquisition and retention ability
  • Non-Examinable Course (NEC) or CACS Paper 1 and Paper 2
  • Self-motivated, proactive and result-oriented team player
  • Excellent interpersonal, verbal and written communication skills

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Disclaimer: The Company complies with the Tripartite Guidelines on Fair Employment Practices (TGFEP), including the prevailing guidelines on recruitment. All qualified applicants will be considered for the position regardless of their age, race, religion, nationality, marital status, or family responsibilities. A more detailed discussion of the TGFEP is available on the Tripartite Alliance for Fair and Progressive Employment Practices (TAFEP) website at https://www.tal.sg/tafep.

JO Reference: 100049