Job Summary

The SCB Private Banker Ultra is responsible to build and manage relationships with HNW clients, offering customized investment solution and expert advice on financial products, while acquiring new clients, optimizing portfolios, ensuring exceptional service, and collaborating with wealth management team to align strategies with client goals and market trends.

Job Description

• Develop and maintain relationships with HNW clients, providing tailored both of onshore and offshore banking solutions, expert advice on portfolio management, financial products, Investment opportunities and wealth structuring.
• Acquire new clients by leveraging existing network and through targeted prospecting efforts.
• Provide exceptional client service by ensuring timely and accurate execution of transaction, responding to client inquiries, and addressing their financial goals.
• Work closely with the wealth management team such as CIO team, Wealth Planning and Family office.
• Monitor and optimize client’s investment portfolios, ensuring they align with investment objective and defined strategy.

Qualifications

• Bachelor’s degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or related fields.
• Minimum of 7-year experiences in Private Banking, Investment, or Wealth Management fields. Experience in working with High Net Worth customers is preferable.
• Experience in offshore Investment or offshore working experience is preferable.
• Investment and insurance license holder, CFP is a plus
• Professional in MS. Office: Excel, Word, Power point. Fluent in English speaking and writing. And good personality and interpersonal skills, passionate in sales and services. Hard-working, ambitious, and capable presentation skills.