Private Banking Relationship Manager

14 hours ago


Singapore UPPER SPRING CONSULTING PTE. LTD. Full time
Roles & Responsibilities

We are representing our client, an established large chinese bank, to look for Private Banking Relationship Managers to complement the existing team in Singapore.


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 Onshore, 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
CACS
Know Your Client - KYC
Private Banking
Compliance
Portfolio Management
Advising Clients
Regulatory Requirements

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