Gather and analyze detailed information about clients, including demographics and financial status.
Assess client portfolios and their financial health to recommend suitable investment options that align with their goals.
Maintain and manage relationships with assigned high net worth clients, ensuring effective portfolio management.
Identify complex financial needs and create customized solution packages.
Expand the client network by leveraging existing relationships to attract potential new clients.
Service Excellence: Enhance Customer Experience
Respond to transaction requests promptly and coordinate with relevant departments to ensure seamless service delivery.
Actively market new features and benefits of products, keeping clients informed about changes in regulations and market trends.
Provide comprehensive service solutions that address all client needs.
Address and resolve client issues or complaints in a timely manner, escalating to senior management when necessary.
Continuously seek ways to improve service quality for high net worth clients.
Compliance and Risk Management: Ensure Operational Integrity
Monitor and assess client information to comply with AML and KYC regulations, identifying any suspicious activity.
Adhere to internal policies, regulations, and service quality standards at all times.
Manage credit and operational risks associated with client portfolios.
Collaborate with internal departments to ensure efficient execution of transactions and client requests.
Human Resource Development: Foster Organizational Culture
Implement personal development plans (PDPs) to enhance employee efficiency and support growth.
Participate in required training programs and mentor new employees on processes and products.
Contribute to initiatives that build and promote a positive organizational culture.
Exhibit a proactive approach to sharing knowledge and embracing change.
Cultivate a cohesive work environment that encourages collaboration and success.
Efficiency Management: Business Planning and Results
Develop business plans and customer development strategies aimed at optimizing benefits for clients while achieving business targets.
Additional Responsibilities:
Assist in organizing campaigns, roadshows, seminars, and other initiatives to promote Private Client services.
Undertake other duties as assigned by the Director of the Private Client Center or Senior Manager.
Requirements
Educational Background:
Bachelor's degree in economics, finance, banking, business administration, or a related field. Preference for international graduates or candidates with CFA, CPA, or ACCA certifications.
Language Proficiency:
English proficiency as per the bank's requirements (TOEIC or equivalent).
Domain Expertise:
At least 10 years of experience in sales or management roles serving high net worth clients in finance, banking, investment, or related fields.
In-depth knowledge of high net worth client behavior and needs, as well as products suitable for Private Clients.
Experience in lending and the ability to analyze corporate finance and market trends.Due to the immense number of applications, only shortlisted candidates will be contacted.
Due to the immense number of applications, only shortlisted candidates will be contacted.
