8 jobs found for private banking

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

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 companyWorking with a multi-family office providing tailored wealth management solutions for institutional clients, UHNWIs, and their families across the region. about the jobLead the development of business plans, define market strategies, and drive the acquisition and management of HNW/UHNW clients, ensuring sustainable and profitable growth across the international banking space. Conduct thorough due diligence as the first line of defense, en

about the company Reputable Taiwanese Bank about the job· Detailed knowledge of FX analysis and markets· Experience in FX sales, advisory and managing platforms· End to end knowledge of product cycle· Understanding of Financial Markets and key investment concepts· Understanding of portfolio construction and Risk Management concepts· Some project management experience, experience in owning and/ or driving Projects· Some experience in systems and process en

about the companyReputable Private Bank about the jobKey Responsibilities:Framework 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.Product Governance: Ensure all product and risk disclosures for new investment products are thoroughly addressed and resolved before

about the companyReputable High Net Worth (HNW) Insurance Broker about the jobAssist the Consultants in sales support workWork with Consultants / Bankers to arrange medical booking, preparation documentations and obtain financial documentation and KYC requirementsAttend client’s medical examinations or other client’s meetings in Consultant’s absence (face to face with clientele)Liaise with Bankers and clients for meetings, medical arrangements, new & ongo

about the companyReputable High Net Worth Insurance Broker about the job· Be responsible for the development of new business and client acquisition such as Global Private Banks, Securities Firms, Asset Management and Family Offices by building and fostering relationships with respective private bankers and wealth planners· Build and foster rapport with wealth planners, team leaders and market heads in order to drive referral opportunities with High-Net-W

About The CompanyOur client is an established Private Bank with a global presence. As part of their expansion plans, we are looking for an experienced Assistant Relationship Manager to join the team!About The JobProcess client payment orders, executing securities, funds, bonds and other tradesTo liaise closely with various stakeholders to investigate and resolve any client enquiries or issuesAssist in account opening process and the maintenance of client d