Team Manager - SCB Private Banker Ultra
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Before you apply
LocationUnknown
Typefull-time
SeniorityLead
Experience10+ yrs
Company size10,000+ people
PostedMar 6, 2026 · 8mo ago
Verified live21h ago
May no longer be actively hiring
Posted by the company on Mar 6, 202649% of this company's open roles have been listed for 90+ days
At a glanceSummarised by Seekless from the posting.
Bachelor’s degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or a related field
Minimum 10 years of experience in Private Banking, Investment, or Wealth Management
Holder of relevant investment and insurance licenses
Proficiency in Microsoft Office (Excel, Word, PowerPoint)
Fluent in both spoken and written English
Strong interpersonal and leadership skills
Passion for sales and client service
Hard-working, ambitious, and capable at delivering effective presentations
Experience in working with high-net-worth clients is preferred
Experience in offshore investments or offshore work is an advantage
CFP certification is a plus
Skills
Microsoft Office
Excel
Word
PowerPoint
Hiring process
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Job Description
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Lead and manage the SCB Private Banker Ultra team, ensuring team members can recommend appropriate investment products and achieve performance targets
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Develop and maintain strong relationships with high-net-worth clients, offering personalized onshore and offshore banking solutions, expert advice on portfolio management, financial products, investment opportunities, and wealth structuring
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Acquire new clients through strategic networking with existing networks and targeted prospecting efforts
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Deliver exceptional client service by ensuring accurate transaction execution, prompt responses to client inquiries, and alignment with their financial goals
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Collaborate closely with wealth management teams, including the Chief Investment Office team, Wealth Planning, and Family Office, to enhance client outcomes
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Monitor and optimize clients’ investment portfolios to ensure alignment with their objectives and strategies
Qualifications:
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Bachelor’s degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or a related field
•
Minimum 10 years of experience in Private Banking, Investment, or Wealth Management, experience in working with high-net-worth clients is preferred
•
Experience in offshore investments or offshore work is an advantage
•
Holder of relevant investment and insurance licenses; CFP certification is a plus
•
Proficiency in Microsoft Office (Excel, Word, PowerPoint)
•
Fluent in both spoken and written English
•
Strong interpersonal and leadership skills, with a passion for sales and client service, hard-working, ambitious, and capable at delivering effective presentations
About the company
We’re committed to bringing passion and customer focus to the business.
If you like wild growth and working with happy, enthusiastic over-achievers, you’ll enjoy your career with us.