15 jobs found for Private Banking

about the companyReputable Private Bank about the jobFramework Design & Maintenance: Design and uphold a robust sales and advisory framework to ensure fair dealing with clients and mitigate conduct risks. This includes overseeing client risk profiling, pricing and risk disclosure, and suitability checks.Client & Portfolio Advisory: Partner with Relationship Managers to grow existing client "share of wallet" and attract high-net-worth prospects by deliver

Responsibilities: Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients’ financial goals and market conditions.Evaluate individual risk profiles and investment preferences to re

Key Responsibilities:Growing your client base through strategic business development and new client acquisition.Managing and strengthening relationships with your clients.Developing and implementing advanced strategies related to investments, tax, and estate planning.skills and experience required > 10 years of experience in private banking or wealth management, with a demonstrable track record of success.A deep understanding of investment products and fin

We are seeking a Director ranking candidate with an existing client base - UK or AU market. You will work closely with clients to develop comprehensive financial plans and strategies. Key Responsibilities:Develop and implement personalized financial plans for a diverse client portfolio.Manage and deepen relationships with existing clients.Drive business development to grow your client base. skills and experience required>10 years of experience with a prove

Responsibilities: Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients’ financial goals and market conditions.Evaluate individual risk profiles and investment preferences to re

Principal Responsibilities:Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients.Oversee the total wealth of clients, matching financial and investment product solutions to their needs.Demonstrate a genuine interest in customers, helping them achieve their financial goals.Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.Promote services to poten

Principal Responsibilities:Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients.Oversee the total wealth of clients, matching financial and investment product solutions to their needs.Demonstrate a genuine interest in customers, helping them achieve their financial goals.Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.Promote services to poten

about the companyReputable Private Bank about the jobAttending to Relationship Managers/ Investment Advisers queries on all fixed income matters on a timely and professional manner.Working with other team members, to produce quality communication materials to Relationship Managers/ Investment advisers for fixed income new issues.Prepare Credit research if required.Working with Relationship Managers to produce quality Investment Proposals & Portfolio Review

about the companyOur Client is a renowned Private Bank with global presence.about the jobReview and enhance existing KYC profiles to meet enhanced regulatory and internal policy requirementsCorroborate Source of Wealth documentation and liaise/advise Front OfficeReview client transactions for alignment with risk profiles and flag suspicious activitiesAddress true matches for sanctions and other AML/CFT risks from screeningEnsure timely and high-quality com

about the jobThis role centers on business development and client acquisition across high-value financial platforms—including Global Private Banks, Securities Firms, Asset Managers, and Family Offices. You’ll cultivate strong partnerships with private bankers and wealth planners to unlock referral opportunities within the High-Net-Worth (HNW) segment.Working collaboratively with client advisors, the role requires a deep understanding of HNW profiles and ob

Key Responsibilities:Manage and grow a portfolio of high-net-worth clients with a primary focus on the Philippines market. Develop and execute comprehensive wealth management strategies tailored to client needs, including investment solutions, credit, and other financial services.Cultivate strong, long-lasting client relationships based on trust and a deep understanding of their financial goals.Collaborate with internal product specialists and partners to

RELATIONSHIP MANAGER (ULTRA-HIGH/HIGH NET WORTH)Job Description:Build and manage long-term relationships with a portfolio of priority clients.Understand clients’ financial needs and deliver tailored financial solutions to meet their objectives.Provide ongoing advice and support, helping clients make informed decisions about their wealth.Identify and capitalize on opportunities to expand the client base and increase revenue.Work closely with product special

about the companyPartnering a well-established South-East Asia Bank, we are looking for an experienced Securities Operations Manager to be part of the pioneering team for the local Wealth Management office. about the job As a lead for the Securities Operations, you will ensure seamless and compliant trade processing, settlement, and asset servicing for diverse financial instruments, playing a crucial role in building robust operational frameworks. Other k

About the companyJoin a leading financial services organization, playing a crucial role in safeguarding the integrity of the financial system, fostering a culture of trust and ethical practices. Our client offers a dynamic environment where your expertise can significantly contribute to building strong regulatory frameworks and driving positive change within the industry. About the jobYou will serve as the designated Money Laundering Reporting Officer (MLR

about the companyOur client is a Wealth Management Firm seeking a highly motivated and experienced Compliance Manager to lead and be responsible for a strong regulatory framework as well as ensure adherence to the highest industry standards. about the jobAct as the liaison officer with the Monetary Authority of Singapore (MAS) and all relevant authoritiesMonitor, interpret, and communicate new and updated regulatory requirements and assess their impact on