Company Overview

Our client is a leading private banking institution in Southeast Asia, providing bespoke wealth management and investment advisory services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients across the region.

Role Overview (For Candidates New to Private Banking)

This role sits within the Private Banking / Wealth Management business. The successful candidate will support the acquisition, management, and growth of affluent client portfolios by delivering holistic wealth solutions.

Private Banking professionals typically work with high-net-worth individuals on:

• Investment advisory and portfolio construction
• Wealth preservation and growth strategies
• Treasury and structured product solutions
• Cross-border wealth planning

The role combines client relationship management, investment discussion, and revenue generation responsibilities.

Key Responsibilities

• Drive consistent growth in client portfolio size, assets under management (AUM), and revenue contribution
• Acquire new-to-bank clients to expand the portfolio and diversify revenue streams
• Support clients' wealth management needs through appropriate product and investment discussions
• Maintain strong ongoing relationships with clients to deepen wallet share
• Ensure all activities comply with internal policies, MAS regulations, and suitability requirements
• Collaborate with product specialists, investment advisors, and internal stakeholders to achieve team targets
• Participate actively in team initiatives and contribute to overall business performance

Requirements

• Degree holder, preferably in Banking, Finance, Business, or related disciplines
• Either:
  
  • Minimum 2 years of experience within a Private Banking / Wealth Management platform OR
  • Minimum 5 years in Priority / Premier / Personal Client (PPC) banking with readiness to transition into Private Banking
• Strong business and commercial acumen
• Good interpersonal and client engagement skills
• Strong organisational awareness and stakeholder management ability
• High level of analytical and conceptual thinking

Helpful Context for Junior Candidates

What Private Banking Is (Simple Terms)

Private Banking focuses on wealthy clients, typically:

• HNW: ~USD 1M+ investable assets
• UHNW: ~USD 30M+ investable assets

Compared to retail banking, the role is:

• More advisory-driven
• More relationship-intensive
• More revenue-linked to AUM and product penetration
• Subject to stricter suitability and MAS conduct rules

Typical Career Path

Many successful Private Bankers come from:

• Priority / Premier Banking (PPC)
• Corporate Banking RM roles
• Investment advisory roles
• Treasury / Markets sales (less common but possible)

Key Success Traits (What Hiring Managers Really Look For)

• Ability to acquire and grow affluent clients
• Strong relationship-building capability
• Investment product literacy
• Revenue mindset with risk awareness
• High professionalism and compliance discipline