Private Banker
Private Banker
Posted on :
04-04-2025
Employer Active
1 Vacancy
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Job Description
Private Banker: High Net Worth
Job Descriptions:
- Provide investment consultation and develop good relationship with HighNetWorth Individuals>50MB wealth) Families and their businesses to manage their wealth and financial assets by KBank investment products.
- Monitor and adjust investment portfolios based on market trend and clients changing needs.
- Stay updated on market trends financial products and investment opportunities to provide clients with the most relevant advice.
- Identify opportunities to cross sell other financial products and services offered by K Private Bank such as insurance protections and estate planning services.
- Extract necessary information about customers to support team in dept. for presales call to help prepare sales proposals and to support portfolio planning for accounts.
- Assist Private Bank Management Team on customer planning and in preparing customer information or as requested.
- Coordinate with related parties as needed to execute clients transactions or needs and acquire
- information correspondingly and also serve as customers secondary point of contact to department if other team is not available
Qualifications:
- Masters degree in MBA finance Econs Marketing or related fields from recognized universities.
- At least 2 years experience in Private Banking or Highnetworth wealth management >50 MB wealth) or Fund Manager is advantageous.
- Required CFP Level 2 or Above / Single License
- Well articulate in presentational skills
- Have sophisticate financial products knowledge will be highly considered.
- Have banking product knowledge would be a plus.
- Have pleasant personality with good communication skills.
Employment Type
Full Time
Key Skills
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