Private Banker - Director - Anz Team

Publix Serving (Civica)

Singapore, Singapore, Singapore
On-site
Strategic client advisory
Wealth generation understanding
Financial planning and strategy
The position of Private Banker - Director at Publix Serving (Civica) in Singapore seeks an experienced professional with over 15 years in Private Banking, specifically catering to ultra-high-net-worth clients. The role emphasizes strategic client relationship management, innovative financial solutions, and strong compliance with regulatory requirements

Job Summary

  • Actively identify prospects and convert them into clients by demonstrating an in-depth understanding of their businesses and sources of wealth generation.
  • Serve as a trusted advisor to clients, building long-term relationships with client families that cross generations and helping them achieve broad financial/investment goals.
  • Develop tailored solutions addressing clients' investment, risk management, and financing/liquidity needs while ensuring compliance with regulatory requirements and minimizing liability.

Matching Summary

Match Score: 85

The position of Private Banker - Director at Publix Serving (Civica) in Singapore seeks an experienced professional with over 15 years in Private Banking, specifically catering to ultra-high-net-worth clients. The role emphasizes strategic client relationship management, innovative financial solutions, and strong compliance with regulatory requirements.

Skills & Requirements

Must-have

  • Strategic client advisory
  • Wealth generation understanding
  • Financial planning and strategy
  • Relationship management
  • Risk assessment and management
  • Product and service knowledge

Nice-to-have

  • Team collaboration and mentorship
  • Innovative solution development
  • Cross-functional partnership

Key Requirements

  • 15+ years of experience
  • Extensive Private Banking experience
  • UHNW market coverage
  • Client team leadership experience
  • Track record in relationship selling
  • Bachelor's/University degree

Work Rights

Not specified

Tailored Resume

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