Senior Client Partner

BTI Executive Search Pte Ltd; Singapore; Sur place; SGD 180 000 - 340 000; Plein temps

Résumé du poste

BTI Executive Search Pte Ltd is seeking a Senior Private Banker / Senior Client Partner for a client base in Singapore and Hong Kong. You will advise HNW/UHNW clients on portfolio strategies, understand needs, and tailor investment solutions across asset classes.

You will build enduring relationships with Family Offices, manage large AUM, and navigate KYC/CDD, risk and compliance. The position requires deep private banking experience and CFA qualifications will be preferred.

Qualifications

• Min 15 years of solid Private Banker experience.
• Professional, high integrity and customer-oriented.
• Strong in KYC/CDD, risk and compliance.
• CFA (preferred) and CACS papers desirable.

Responsabilités

• Advising HNW/UHNW and Family Office clients on portfolio management investment solutions.
• Understand deeply on clients' need and able to offer alternative investment solutions to clients.
• Familiar with estate-planning, trust management and lending/credit solutions to facilitate clients business and investment needs
• Strong relationship with HNW/UHNW and Family Office, able to influence and do high level of business solutions offerings.
• Familiar with all investment asset classes and have good connections within all banking and financial business segments, ie. Corporate Banking, Investment Banking, insurance brokers, fund houses and etc...
• Advise Single Family Office of family office constitution
• Currently managing AUM USD500m AUM of portfolio size

Connaissances

Relationship management

KYC/CDD

Portfolio management

Client advisory

AUM management

Formation

CFA (preferred)

CACS Papers

Description du poste

Our clients, the well-established Top-Tier Global Private Banks in Singapore, are in search of exceptional Senior Private banker/ Senior Client Partner with passion, drive and willingness to succeed, to join their dynamic team and platform based in Singapore / Hong Kong.

What you’ll do:

• Advising HNW/UHNW and Family Office clients on sustainable portfolio management investment solutions.
• Understand deeply on clients' need and able to offer alternative investment solutions to clients.
• Familiar with estate-planning, trust management and lending/credit solutions to facilitate clients business and investment needs
• Strong relationship with HNW/UHNW and Family Office, able to influence and do high level of business solutions offerings.
• Familiar with all investment asset classes and have good connections within all banking and financial business segments, ie. Corporate Banking, Investment Banking, insurance brokers, fund houses and etc...
• Advise Single Family Office of family office constitution
• Currently managing AUM USD500m AUM of portfolio size

What you will need to have:

• Min 15 years of solid Private Banker experience
• Professional, high integrity and customer-oriented.
• Strong in KYC and CDD, risk and compliance framework
• CACS Papers
• CFA (preferred)