Private Banking Relationship Manager
2 days ago
We are representing our client, an established Asian bank, to look for Private Banking Relationship Managers to complement the existing team in Singapore branch.
Responsibilities
- Prospect new Private Banking clients and secure new relationships, and meet the assigned targets.
- Grow Net New Money and Asset under Management.
- Work closely with Investment Advisors to co-manage the portfolio of clients and generate investment revenue.
- Deliver excellent service to clients and deepen relationship by value adding to clients’ wealth management needs.
- Ensure that all transactions comply with the Bank and regulatory requirements.
- Conduct business with a high degree of professionalism and integrity.
Requirements
- Proven track record in Wealth Management covering Singapore, Southeast Asia and/or North Asia markets.
- Strong track record of client acquisition and revenue generation.
- Strong relationship with high networth clients.
- Sound knowledge of Wealth Management products.
- Strong network of client referral channels.
- Good understanding of compliance and regulatory requirements.
- Completed CACS Papers 1 & 2.
Tell employers what skills you have
Product Knowledge
Wealth Management
Investment Advisory
Investment Strategies
Client Acquisition
Know Your Client - KYC
Relationship Management
Private Banking
Risk Management
Compliance
Advising Clients
Regulatory Requirements
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