Personal ฺWealth Banker
Core
Manage and provide financial advice to individual high-net-worth clients to help them achieve financial goals through effective portfolio management and suitable financial product recommendations.
Role type
Personal Wealth Banker (Senior IC)
Builds
Financial portfolios and client relationships for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial product knowledge, portfolio management, client relationship building, financial planning, investment and insurance products, problem-solving, analytical skills
Preferred skills
IC License, English fluency
Responsibilities
Build and maintain relationships with high-net-worth individuals, understand client financial needs and risk appetite, recommend diverse financial products, manage client portfolios, develop new business initiatives, adhere to bank policies and regulations
Seniority
Mid-level, hands-on IC