Job Description

• Collaborate with Financial Advisors (FAs) to offer tailored advice and cash management and lending solutions for their clients.
• Enhance Financial Advisors\' product knowledge by building awareness and understanding of cash management and lending products.
• Work closely with Financial Advisors to analyse their client base, identify and seize business opportunities, and drive growth in cash management and lending revenue.
• Develop and manage a strong pipeline of opportunities to achieve Private Banking goals, including production, balances, revenue, Advisor participation, and other key metrics.
• Build a reputation for excellence by delivering high-quality execution and gaining the trust of Financial Advisors to fully explore cash management and lending opportunities.
• Create and present innovative solutions for structuring client transactions, offering constructive alternatives as needed.
• Collaborate with Associate Private Bankers to support Financial Advisors and their clients with Private Banking products, solutions, distribution, and service.
• Serve as the subject matter expert for Financial Advisors, Branch staff, and clients on Private Banking products and services.
• Analyze the competitive landscape and develop strategies to retain existing clients and attract new business.
• Develop and execute product marketing strategies in partnership with Branch Management and the Financial Advisor team.
• Communicate effectively with Financial Advisors, Branch Managers, Branch staff, and Product partners to support Private Banking initiatives.

Join a multinational investment bank renowned for its client-centric achieveme|Lead the team in growing clients\' portfolios across Southeast Asia.

• Minimum 8 to 12 years of successful experience in business development within lending at an investment, commercial, or private bank.
• Expertise in credit products including credit cards, residential mortgages, home equity lines of credit, securities-based loans, high net worth tailored lending products, and commercial credit facilities.
• Proven ability to assess and understand the financial needs of a diverse range of clients.
• Demonstrated experience in new business development and origination of lending products.
• Formal credit training is strongly preferred.
• A bachelor\'s degree is preferred, or equivalent relevant experience.

Our client is an American investment bank with multinational operations across 40 over countries, including Southeast Asia, serving a diverse range of clients. The company has a strong reputation for its high-quality research and analysis, which enables them to provide clients with detailed market insights and investment strategies.Be part of a prestigious multinational investment bank that strives to cultivate and sustain a workforce diverse in experience and background, while consistently upholding its standards of integrity and excellence. Get the chance to lead their dynamic team to expand clients\' portfolios in Southeast Asia.

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