CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
FINCO Search is working with a long standing external asset management firm that has been operating for over 10 years' now. The firm has established partnerships in place with private banks across the globe which allows them to offer an open platform of products which they can offer to HNW/UHNW private clients. We are in search of a Senior Private Banker that is based in Singapore with a transferable book of clients in the APAC region.
Duties & Responsibilities
Working with the existing team on ways to increase the firm's AUM and grow your own personal portfolio of HNW/UHNW clients in the APAC region.
Providing your HNW/UHNW clients investment advice and support as well as promoting the investment products this firm are able to offer
Travelling and meeting with new clients on a regular basis in order to onboard them to this firm as well as in order to grow your portfolio of clients
Working towards achieving your yearly target of generating AUM for this firm
Travelling to networking/socialising events to target new clients that you can build a relationship with
Liaising with internal teams that are based in Singapore as well as other offices in regards to the on-boarding process, compliance and due diligence and investment support.
Over 8 years worth of experience in private banking/wealth management
A transferrable book of HNW/UHNW individuals in the APAC Region is necessary
Having a hunter approach to meeting and on-boarding new clients
Sound knowledge on investment products and the markets that you are focusing on
Up to date knowledge of any regulations that may affect your clients
Being active on social media and being able to attend various events to meet with new clients
Travelling is essential for this role in order to meet with your clients as well as potential clients
Having been able to previously move your clients from one firm to another successfully.