Private Banking APAC Relationship Manager
Credit Suisse
15d ago

We offer :

  • A challenging front-office role focused on the acquisition and management of client relationships providing comprehensive advice and a broad range of investment products and services tailored to the complex needs of high-
  • net-worth individuals whilst working toward specific individual, team and market asset and revenue targets

  • Market leading products, tailored solutions and services supported by a holistic advisory approach for high and ultra-
  • high net worth clients

  • Best-in-class specialist knowledge and product expertise in developing solutions for clients in the creation, management and transfer of their wealth
  • Reputation as an agile and entrepreneurial world class Swiss Private Bank and the opportunity to serve as a brand ambassador
  • Integrated OneBank business model which fosters collaboration between internal divisions, teams and specialists to deliver cross selling opportunities, especially between Investment Banking and Private Banking
  • Continuous professional career development in a world leading bank
  • You offer :

  • Proven track record of relevant banking experience focused on client acquisition and the management of wealth for clients
  • Excellent client relationship management skills
  • Outstanding network in the private banking industry to support the Bank’s growth strategy and to push growth agenda for revenue, NNA and SGC (Single Global Currency)
  • Ability to acquire new clients through referrals, own network and the active prospecting of high net worth and ultra-high net worth individuals
  • Strong financial product and technical competence in the understanding, development and delivery of holistic wealth planning solutions to clients
  • First class presentation and communication skills; able to listen, guide and influence internal and external stakeholders
  • Drive and motivation to work in a target driven and high performance client centric culture
  • Ability to develop robust internal networks in order to offer a seamless delivery of products and services within the integrated bank franchise
  • A team player with the highest professional work ethic and standards who is decisive, innovative and able to cope under pressure
  • Forward thinking mindset for the development and advancement of digital banking solutions; a technologically savvy personality able to introduce innovative tools and solutions to clients
  • High level of professional and personal integrity; ensuring all work activities meet the high compliance standards of Credit Suisse and are performed in line with internal and external guidelines and regulatory policies
  • Degree from a university or an institute of higher education
  • Fluent in English and conversant in additional languages in view of client coverage
  • CFA or equivalent is an advantage
  • For Singapore : Completion of CACS Paper I & II certification
  • For HK : Completion of HKSI Paper 1, 7 & 8 certification; CFA or equivalent is an advantage
  • Apply
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