Team Manager - Ultra Private Banker

Job Summary :

You're responsible for leading our client's Ultra Private Banker team to deliver tailored investment solutions and exceptional client service. Your role includes driving client acquisition, maintaining relationships with high-net-worth (HNW) clients, and collaborating with wealth management teams to optimize portfolios and achieve business targets.

Job Description :

Lead and manage our client's Ultra Private Banker team, ensuring team members can recommend appropriate investment products and achieve performance targets

Develop and maintain strong relationships with high-net-worth clients, offering personalized onshore and offshore banking solutions, expert advice on portfolio management, financial products, investment opportunities, and wealth structuring

Acquire new clients through strategic networking with existing networks and targeted prospecting efforts

Deliver exceptional client service by ensuring accurate transaction execution, prompt responses to client inquiries, and alignment with their financial goals

Collaborate closely with wealth management teams, including the Chief Investment Office team, Wealth Planning, and Family Office, to enhance client outcomes

Monitor and optimize clients' investment portfolios to ensure alignment with their objectives and strategies

Qualifications :

Bachelors degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or a related field

Minimum 10 years of experience in Private Banking, Investment, or Wealth Management; experience in working with high-net-worth clients is preferred

Experience in offshore investments or offshore work is an advantage

Holder of relevant investment and insurance licenses; CFP certification is a plus

Proficiency in Microsoft Office (Excel, Word, PowerPoint)

Fluent in both spoken and written English

Strong interpersonal and leadership skills, with a passion for sales and client service, hard-working, ambitious, and capable at delivering effective presentations