The posting
Responsibilities:
- Acquire new HNW/UHNW clients through your own network, business owners, intermediaries and referrals
- Meet targets for net new money, AUM and revenue
- Advise clients on investments, structured products, FX, lending and wealth planning, working closely with product and specialist teams
- Support Indonesian clients with offshore and cross-border banking needs, including succession and legacy planning
- Ensure compliance with KYC/AML, CRS/FATCA, suitability and local cross-border regulations
Requirements:
- Bachelor’s degree in finance, economics or a related field
- CACS Paper 1 and 2 are required
- 5-8+ years in private banking or wealth management with a proven Indonesia/ASEAN client book and AUM growth track record
- Good communication skill
We regret that only shortlisted candidates will be notified.
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