Participate in branch/region/bank sales activities and campaigns to achieve deliverables
Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals
Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
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Mentoring and guidance from industry experts, nurturing your professional growth
Providing the necessary skills and knowledge to excel in being a Personal Banker and progressing in your career thereafter towards being a future Priority Banking Relationship Manager
At the end of the program, you will be deployed as a Personal Banker (covering mass market clients)
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Mentoring and guidance from industry experts, nurturing your professional growth
Providing the necessary skills and knowledge to excel in being a Personal Banker and progressing in your career thereafter towards being a future Priority Banking Relationship Manager
At the end of the program, you will be deployed as a Personal Banker (covering mass market clients)
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Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals
To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
Strategic AUM Defensibility & Scaling: Protect and aggressively scale a core portfolio of min USD 1 billion in AUM, maintaining an active pipeline of Net New Assets (NNA) by targeting institutional-tier liquidity events (e.g., IPOs, M&As, SPACs).
Family Office Directing: Originate, structure, and onboard UHNW/ Single Family Offices (SFOs) clients regularly
Institutional Cross-Asset Structuring: Deliver sophisticated investment architectures across Private Equity (PE), Venture Capital (VC), direct co-investments, and bespoke structured products.
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Ensure best practice on wealth sales is being referred to peers and others
Ensure compliance with products and sales policies, procedures and guidelines set by the Bank and the relevant authorities are adhered and complied to at all times
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Ensure best practice on wealth sales is being referred to peers and others
Ensure compliance with products and sales policies, procedures and guidelines set by the Bank and the relevant authorities are adhered and complied to at all times
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Ensure best practice on wealth sales is being referred to peers and others
Ensure compliance with products and sales policies, procedures and guidelines set by the Bank and the relevant authorities are adhered and complied to at all times
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To service and strengthen our business relationship with developers, lawyers, Valuers & real estate agents.
Ensure compliance with internal Policies, external Authorities Regulators / Legal / ML- KYC, Credit Policies and Service Standards.
Exercise due care and diligence on matters related Money Laundering and KYC in the day to day operations, which include account opening, reporting suspicions and provide support to superior and subordinates.
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Our client, one of the world’s largest private banking groups, is hiring Senior Banker, Private Banking, Relationship Manager.
About the Role
We are seeking an experienced Senior Banker to join our team. In this role, you will be responsible for managing and growing relationships with high-net-worth individuals and families, providing sophisticated financial solutions and exceptional client service. The ideal candidate will combine deep banking expertise with strong relationship management skills and a commitment to delivering personalized wealth management strategies.
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Build rapport and relationship with chosen customers to establish loyalty, repeated sales and increase product holding.
Comply to statutory requirement and sales compliance in relation to FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance