• Lead, coach, and inspire a team of Client Advisors to achieve sales and service excellence.

• Set clear performance objectives and monitor KPIs to ensure alignment with business goals.

• Foster a high-performance culture focused on collaboration, integrity, and continuous improvement.

Client Relationship Management

• Build and maintain strong relationships with high-net-worth clients.

• Understand clients’ financial goals and provide tailored wealth management solutions.

• Ensure high levels of client satisfaction and retention.

Business Development

• Drive acquisition of new clients and grow assets under management (AUM).

• Identify market opportunities and develop strategies to expand the Privilege Banking International footprint.

• Collaborate with marketing and product teams to execute targeted campaigns.

Compliance & Risk Management

• Ensure strict adherence to regulatory requirements and internal policies.

• Ensure full compliance with international banking regulations (e.g., FAA, FATCA, CRS).

• Proactively manage risks and maintain high standards of governance and ethical conduct.

Cross-functional Collaboration

• Work closely with product specialists, investment advisors, and other internal stakeholders.

• Deliver holistic financial solutions that meet clients’ evolving needs.

Qualifications

• Bachelor’s degree in finance, Business, or related field; MBA or CFA/CFP preferred.

• Min 5 years of experience in wealth management/private banking, with 3+ years in a leadership role.

• Proven success in managing offshore banking teams and growing international portfolios.

• Deep understanding of cross-border financial regulations and offshore client needs.

• Strong leadership, communication, and strategic thinking skills.

• Multilingual capabilities and willingness to travel internationally.