Vikash Singh, CFA
Summary
Experienced Private Bank Client Advisor covering Global NRI, MENA and Asian clients with over 15 years of expertise in managing UHNW / HNW / Family Office client portfolios, providing personalized financial solutions, and achieving revenue growth. Proven track record in building strong client relationships, offering comprehensive wealth management services, and delivering exceptional customer service. Skilled in relationship management, investment advisory, product development, structured financing, estate planning, risk management, and cross-selling banking products. Adept at navigating complex financial landscapes and regulatory environments. Committed to maintaining the highest standards of confidentiality and ethical conduct. Excellent communicator with a client-centric approach, dedicated to helping clients achieve their financial goals.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Director
HSBC Global Private Bank
07.2022 - Current
- Responsible for managing and growing a portfolio of UHNW / HNW / Family Office clients across Global India, MENA & Asia providing tailored financial solutions, and ensuring exceptional service. Utilize in-depth market knowledge and expertise in wealth management to meet clients' financial goals, enhance client relationships, and contribute to the bank's success.
- Manage a diverse portfolio of client assets, including investments, loans & structured financing, and deposits.
- Identify and pursue new business opportunities and cross-sell bank products and services, such as investment management, estate planning, and insurance
- Collaborate with internal teams, including investment advisors and product specialists, to deliver comprehensive solutions.
Director – Private Banking
Emirates NBD
04.2020 - 07.2022
- Responsible for managing all aspects of UHNW, HNW and family office relationship, developing and maintaining long-term relationships through strong personal networks and contacts covering Global NRI & MENA clientele
- Actively involved in providing prompt market information, portfolio investment advice and execution services and thus deepening existing relationships
- Updating clients regularly on markets, review portfolio performance, investments opportunities and risks as equipped with strong knowledge of relevant financial markets and instruments and in full compliance with policies, standards, guidelines & procedures laid down by the Bank and the regulatory authorities.
Director – Private Banking
First Abu Dhabi Bank (FAB)
12.2018 - 04.2020
- Solely responsible for managing all aspects of UHNW & HNW relationship, developing and maintaining long-term relationships through strong personal networks and contacts covering Global NRI and Sri Lanka
- Actively involved in providing prompt market information, portfolio investment advice and execution services and thus deepening existing relationships
- Updating clients regularly on markets, review portfolio performance, investments opportunities and risks as equipped with strong knowledge of relevant financial markets and instruments.
Director (Client Advisor) – Private Banking
UBS AG
02.2018 - 09.2018
- Responsible for managing all aspects of UHNW / HNW client relationship, developing and maintaining long-term relationships through strong personal networks and contacts
- Actively involved in prospecting and acquiring new clients and deepening relationships
- Understanding each client's wealth objectives and investment requirements and building portfolio using resources and expertise of UBS's platforms, products and services
- Updating clients regularly on markets, portfolio performance, investments opportunities and risks as equipped with strong knowledge of relevant financial markets and instruments.
Vice President - Relationship Manager / Investment Strategy Manager
HSBC Wealth Management
03.2012 - 02.2018
- Responsible for formulating and communicating the market outlook & investment house views for Wealth Management, Singapore and compile Invest Themes including product mapping for client education and Relationship Managers
- Work with internal parties and third party providers to develop Managed Products and Trading Products and other wealth solutions
- Responsible for designing, development and delivering of wealth solutions across a spectrum of relationship management and client education tools
- Awarded for being the top achiever in unit trust sales in 2013 (HSBC Global Asset Management) and Winner of the campaign “Achieving Greater Heights” for being the most improved relationship manager in H1 2014.
Investment Advisor
Credit Suisse
07.2010 - 11.2011
- Responsible for providing regular market updates, house views on different asset classes and investment strategy to RMs
- Provide investment ideas to clients directly or jointly with RMs to assist in increasing the wallet share in terms of AUM and in turn revenues
- Provide active market intelligence on investment products and services offered by competition to Product Specialists to continuously improve the offering on the platform
- Set up the platform for private banking clients trading listed derivatives which involved being part of the New Business Initiative and active coordination with the Institutional Broking, Legal & Compliance and Credit Approval team.
Investment Advisor (Part of the founding and new business setup team)
IIFL Wealth & Asset Management
04.2008 - 06.2010
- Initiated market neutral long short pair strategy (statistical arbitrage) as a product for the firm which included designing the model, stress testing and dummy trades
- Responsible for pricing the in-house synthetic structured products involving debentures and long dated options
- Advise clients on various option strategies based on market view like straddle, strangle, bear spread, bull spread, butterfly spread and arbitrage opportunities
- Member of the fund management team advising clients on cash equity portfolio allocation (discretionary mandates).
Analyst – Transportation, Paper Packaging & Building Products (North America)
JP Morgan
06.2006 - 03.2008
- Financial analysis, valuations, market and industry updates, preparation of M&A and capital raising marketing pitches
- Chicago & New York (Aug – Nov 2007) – Part of the deal team 1) On a buy-side marketing pitch for one of the largest shipping companies engaged in the bulk sector 2) On a sell side marketing pitch for a Private Equity firm which involved the valuation of the portfolio company, buyer search, strategic considerations and other components of the pitch book 3) On a marketing pitch for one of the biggest tire manufacturers of the world which involved advising the client on the possible strategic divestment options and considerations for three of its segments
- Worked on IPO valuation and complete pitch book for Middle East Shipping clients on a mandated IPO pitch
- Worked on various parts of pitch components like trading & transaction comparables, company profiles, industry overviews, case studies, targets/buyers search and valuations (DCF, LBO, EPS accretion/dilution).
Education
Charter Holder -
CFA Institute
Virginia, US01.2009
Masters in Business Administration (MBA - Finance) -
S.P. Jain Center of Management
01.2006
Chartered Accountant -
Institute of Chartered Accountants of India
01.2004
Bachelor's of Commerce (Hons.) -
St Xavier's College
01.2003
Indian School Certificate (ISC) -
Don Bosco School
01.2000
Skills
- People Management
- Relationship Building
- Customer Relations
- Business Development
Certification
- Singapore – CACS (Paper 1 & 2), CMFAS (Modules 5, 9 & HI) and 1B (IBF)
- Web 3.0 Knowledge in Financial Services (2021) – National University of Singapore (NUS) & AIDF
- Digital Wealth Management (2021) – Wealth Management Institute (WMI)
- Digital Private Banking & Complex Wealth Management Products (2021) from Salmon Trust
- FinTech Foundation Course (2019) from Centre for Finance, Technology and Entrepreneurship (CFTE)
- India - NSE's Certification in Financial Markets (NCFM): AMFI - Mutual Funds (Advisors) Module – 86%, Derivatives (Core) Module – 86%, Capital Markets (Dealers) Module – 78%
Accomplishments
- Winner of the campaign “Achieving Greater Heights” for being one of the best relationship managers in H1 2014 (HSBC)
- Awarded a trophy for being the top achiever in unit trust sales in 2013 (HSBC Global Asset Management)
- Has been one of the founding members of the IIFL Wealth & Asset Management team and was involved in various start up activities for the firm like designing the logo, brochures and other marketing materials
- Part of a team which was awarded a cash prize of USD 5,000 for winning an inter-team competition for the best investment banking business idea generation (JP Morgan – Aug'07)
- Rated amongst the top analysts in JP Morgan (June'07)
- Awarded the best participant (1st Runners up) for outstanding performance in the global training program (JP Morgan – Jun'06)
Languages
English
Hindi
Bengali
Personal Information
Date of Birth: 11/04/1981
Extracurricular Activities
- Actively associated with the Art of Living Foundation (NGO) since 1998 and volunteered in various social projects
- Investment Banking Coordinator in S.P. Jain Centre of Management
- Certificate in Effective Communication and Personality Development from National Institute of Sales (NIS), India
Timeline
Director
HSBC Global Private Bank
07.2022 - Current
Director – Private Banking
Emirates NBD
04.2020 - 07.2022
Director – Private Banking
First Abu Dhabi Bank (FAB)
12.2018 - 04.2020
Director (Client Advisor) – Private Banking
UBS AG
02.2018 - 09.2018
Vice President - Relationship Manager / Investment Strategy Manager
HSBC Wealth Management
03.2012 - 02.2018
Investment Advisor
Credit Suisse
07.2010 - 11.2011
Investment Advisor (Part of the founding and new business setup team)
IIFL Wealth & Asset Management
04.2008 - 06.2010
Analyst – Transportation, Paper Packaging & Building Products (North America)
JP Morgan
06.2006 - 03.2008
Charter Holder -
CFA Institute
Masters in Business Administration (MBA - Finance) -
S.P. Jain Center of Management
Chartered Accountant -
Institute of Chartered Accountants of India
Bachelor's of Commerce (Hons.) -
St Xavier's College
Indian School Certificate (ISC) -
Don Bosco School
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