Private Banker | The leading source of data, research, information & resource for financial professionals, investment managers, professional investors, family offices & advisors to institutions, billionaires, UHNWs & HNWs. Covering capital markets, investments and private wealth in Asia. How do you invest $3 million to $300 million? How do you manage $20 million to $3 billion of assets? Caproasia - Learn more

This site is for accredited investors, professional investors, investment managers and financial professionals only. You should have assets around $3 million to $300 million or managing $20 million to $3 billion.

What is a Private Banker?

A Private Banker provides banking and financial advice to High Net-worth clients.  In most private banks, a private banking client needs to have minimum of US$1 Million (Assets Under Management) with the bank.  Some private banks have set a higher qualifying AUM at $3 Million, $5 Million or $10 Million.

The Top Private Banker in asia earn in excess of $3 Million annually

The Private Banker manages a portfolio of clients that can range from 20 to 80 clients with a book size from $50 Million to as much as $2 Billion.

Private Banker HNW UHNW
Junior Private Banker 100 Million – 300 Million 300 Million – 500 Million
Senior Private Banker 300 Million – 500 Million 500 Million – 2 Billion


- Article continues below -

Sign Up
Basic Member: $5 Monthly | $60 Yearly
Newsletter Daily 2 pm (Promo): $20 Monthly | $180 Yearly (FP: $680)

The 2024 Investment Day
23rd July Hong Kong | 25th July Singapore

Private Equity, Hedge Funds, Boutique Funds, Private Markets & more. Taking place on 23rd July 2024 in Hong Kong, 25th July 2024 in Singapore.
Visit | Register here

The 2024 Family Office Summit
16th Oct Hong Kong | 23rd Oct Singapore

Join 80 single family offices & family office professionals in Hong Kong & Singapore
Links: 2024 Family Office Summit | Register here


An example of Banking Service offering in Singapore:

Wealth Classification AUM
Personal Banking Any
Priority Banking More than SGD 200,000
Private Clients More than SGD 750,000
Private Banking More than USD 1 Million


What exactly is a Private Banker?

Unlike Personal Bankers & Priority Bankers who provide traditional wealth management solutions, Private Bankers provide highly personalized, customized and complex banking & financial advisory services to clients.

Example of Financial Services & Wealth Management Solutions:

Solutions Retail Banking Private Banking
Banking All Basic
Credit Yes Yes
Investment Management Yes Yes
Portfolio Management Yes Yes
Asset Management Depends Yes
Insurance Planning Yes Depends
Risk Planning Depends Yes
Financial Planning Yes Yes
Estate Planning Depends Yes
Tax Planning No Depends
Education Planning Yes Yes
Retirement Planning Yes Yes
Lifestyle Planning Depends Yes
Family Planning Yes Yes
Trust Planning Depends Yes
Philanthropy No Yes
Executive Planning No Yes
Business Planning No Yes


What else does a Private Banker do?

Private Banking
Private Banking

A Private Banker not only provides banking, financial & wealth management solutions.  A Private Banker is well-connected to influential and wealthy individuals, people who are often top of their fields.  This means the Private Banker has to deal with many diverse & demanding needs of clients.

More services of a Private Banker:

  • Arts / Aircraft Financing
  • Distressed Assets
  • Private Equity
  • Mergers & Acquisitions Assistance
  • Corporate & Personal Needs
  • Networking Opportunities
  • International Banking Capabilities

Read More: 


Who are the Clients of a Private Banker?

The traditional sources of clients were business owners, entrepreneurs, C-Level executives or children who received huge inheritances.  As wealth grew and savings rate increase, many employees and investors became tremendously wealthy.

These 2 groups form the client base of a Private Banker:

Traditional Client Base New Client Base
Business Owners Asset Rich Clients
Entrepreneurs MNCs Executives
C-Level Executives Startups Employees
Top Professionals Investors


Not all banks call their Private Bankers, Private Bankers.  UBS, Credit Suisse and UOB Private Bank call their Private Bankers, Client Advisors.


What are the rewards of being a Private Banker?

Private Banking Event
Private Banking Event

As a Private Banker, the rewards are aplenty.  Other than a high compensation, a Private Banker gets to connect with very successful people in the society such as top business leaders, entrepreneurs, business owners, top executives and professionals. Conversations with them can be very insightful and offer a glance into otherwise, private and elusive individuals.

More rewards

  • At the leading edge of financial development and trends
  • Tremendous learning opportunities
  • Manage hundreds of millions of portfolio & billions of transactions
  • Participate in powerful networking events
  • Exposure to different countries & culture
  • Dining in 5-star hotels and Michelin star restaurants
  • Attending High-society lifestyle events & launches
  • Attractive salary & benefits


What Private Bankers Say?

“ Private Banking is no easy business.  Most clients are very knowledgable and sometimes more investment savvy than we are. “ Bank of Singapore Private Banker

“ Earning the trust from client is my utmost privilege.  For him to park his life-long effort of $100 Million with me is a heavy responsibility for me.  There is so much to learn to protect and grow his assets in a future that I have no control over. ” Private Banker from Deutsche Private Bank

Did you know?

A Private Banker earns an average of $187,000 annually

The Top Private Banker in Asia can earn in excess of $3 Million annually


Related Articles

List of Private Banks in Singapore

Managing $20 million to $3 billion. Investing $3 million to $300 million.
For Investment Managers, Hedge Funds, Boutique Funds, Private Equity, Venture Capital, Professional Investors, Family Offices, Private Bankers & Advisors, sign up today. Subscribe to Caproasia and receive the latest news, data, insights & reports, events & programs daily at 2 pm.

Join Events & Find Services
Join Investments, Private Wealth, Family Office events in Hong Kong, Singapore, Asia-wide. Find hard-to-find $3 million to $300 million financial & investment services at The Financial Centre | TFC. Find financial, investment, private wealth, family office, real estate, luxury investments, citizenship, law firms & more.  List hard-to-find financial & private wealth services.

Have a product launch? Promote a product or service? List your service at The Financial Centre | TFC. Join interviews & editorial and be featured on or join Investments, Private Wealth, Family Office events. Contact us at [email protected] or [email protected] | The leading source of data, research, information & resource for financial professionals, investment managers, professional investors, family offices & advisors to institutions, billionaires, UHNWs & HNWs. Covering capital markets, investments and private wealth in Asia. How do you invest $3 million to $300 million? How do you manage $20 million to $3 billion of assets?

Quick Links

2021 Data Release
2020 List of Private Banks in Hong Kong
2020 List of Private Banks in Singapore
2020 Top 10 Largest Family Office
2020 Top 10 Largest Multi-Family Offices
2020 Report: Hong Kong Private Banks & Asset Mgmt - $4.49 Trillion
2020 Report: Singapore Asset Mgmt - $3.48 Trillion AUM

For Investors | Professionals | Executives
Latest data, reports, insights, news, events & programs
Everyday at 2 pm
Direct to your inbox
Save 2 to 8 hours per week. Organised for success

Register Below

For CEOs, Heads, Senior Management, Market Heads, Desk Heads, Financial Professionals, Investment Managers, Asset Managers, Fund Managers, Hedge Funds, Boutique Funds, Analysts, Advisors, Wealth Managers, Private Bankers, Family Offices, Investment Bankers, Private Equity, Institutional Investors, Professional Investors

Get Ahead in 60 Seconds. Join 10,000 +
Save 2 to 8 hours weekly. Organised for Success.

Sign Up / Register

    Investment ProfessionalAdvisorProfessional InvestorFinancial ProfessionalManagementOthers

    $20 million to $100 million AUM$100 million to $300 million AUM$300 million to $1 billion AUM$1 billion to $10 billion AUM$10 billion to $100 billion AUMMore than $100 billion AUM

    Mailing List / Free TrialMonthly SubscriptionYearly SubscriptionMembershipEvents

    2024 Investment Day Hong Kong 23rd July2024 Investment Day Singapore 25th July2024 Investment Day Hong Kong 4th Sept2024 Investment Day Singapore 11th Sept2024 Family Office Summit Hong Kong 16th Oct2024 Family Office Summit Singapore 23rd Oct / 6th Nov

    Web links may be disabled on mobile for security.
    Please click on desktop.

    Caproasia Users

    • Manage $20 million to $3 billion of assets
    • Invest $3 million to $300 million
    • Advise institutions, billionaires, UHNWs & HNWs

    Caproasia Platforms | 11,000 Investors & Advisors

    Monthly Roundtable & Networking

    Family Office Programs

    The 2024 Investment Day

    • March 2024 - Hong Kong
    • March 2024 - Singapore
    • June 2024 - Hong Kong
    • June 2024 - Singapore
    • Sept 2024 - Hong Kong
    • Sept 2024 - Singapore
    • Visit: The Investment Day | Register: Click here

    Caproasia Summits

    Contact Us

    For Enquiries, Membership
    [email protected], [email protected]

    For Listing, Subscription
    [email protected], [email protected]

    For Press Release, send to:
    [email protected]

    For Events & Webinars
    [email protected]

    For Media Kit, Advertising, Sponsorships, Partnerships
    [email protected]

    For Research, Data, Surveys, Reports
    [email protected]

    For General Enquiries
    [email protected]

    Caproasia | Driving the future of Asia
    a financial information technology co.
    since 2014

    Previous articleHow do you become a Priority Banker?
    Next articleHow do you become a Private Banker? covering capital markets, investments and private wealth in Asia. Our users manage, advise & invest $25 trillion assets in Asia