Relationship Manager- Private Banking

2 weeks ago


Singapore ICICI Bank Limited, Singapore Branch Full time
ICICI Bank Limited, Singapore Branch SingaporePosted 5 minutes ago In-Office Permanent Competitive

  • The role of the Private Banking Relationship Manager (RM) is to understand client requirements, ensure superior service and provide regular updates to the client on financial markets developments and on clients' portfolios
Acquire High Net-worth Clients (NRI) & mine existing relationships

Facilitate FCNR/ INR deposits as per the applicable product framework as part of overall asset allocation

Provide appropriate investment advice to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes

Conducting financial need mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs

Construction of customized portfolio proposals for clients through allocation of client funds into products across debt, equity and other asset classes

Active review and re balancing of client's AUM through timely buy/ sell/ hold calls triggered by clients' preferred or recommended allocation

Responsible for striving towards the AUM Growth & Revenue generation from the relationships with ICICI Bank Private Banking - Singapore

Responsible for ensuring regulatory compliance as laid down by relevant teams/ authorities at all times

To have a keen understanding and full awareness of, and adherence to, in-country regulatory framework, rules of engagement in the sales and marketing of investment

Any other relevant task or project as assigned by the Reporting Manager

CACS certification is required

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