Relationship Manager- Private Banking

5 days ago


Singapore ICICI BANK LIMITED Full time
Roles & Responsibilities

  • The role of the Private Banking Relationship Manager (RM) is to understand client requirements across Non Resident Indian (NRI) customer base, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios
  • Acquire High Net-worth Clients & mine existing relationships across NRI customer base
  • Facilitate FCNR/ Indian Rupee (INR) deposits as per the applicable product framework as part of overall asset allocation
  • Provide appropriate investment advise 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 as assigned by Reporting Manager

Job Requirements:

  1. Candidate should have 3+ years of relevant banking experience
  2. Customer Relationship Management skills
  3. Knowledge of Financial Markets & Products (eg: Bonds, Equities, FX, etc.)
  4. Knowledge and understanding of Indian banking landscape, India market and macroenvironment

Tell employers what skills you have

Investment Advisory
Relationship Management Skills
Regulatory Compliance
Private Banking
Customer Relationship Management
Deposits
Bonds
Banking
Foreign Exchange
Mutual Funds
Equities

  • Singapore UPPER SPRING CONSULTING PTE. LTD. Full time

    Roles & ResponsibilitiesWe are representing our client, 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...


  • Singapore UPPER SPRING CONSULTING PTE. LTD. Full time

    Roles & ResponsibilitiesWe 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...


  • Singapore HR-PRO RECRUITMENT SERVICES PTE. LTD. Full time

    Roles & ResponsibilitiesResponsibilities: Achieve the bank’s objective on private banking business target & plans. Proactively build and maintain business relationship with individuals who satisfy the bank’s standards of suitability and who meet the bank’s ‘Wealth Criteria’. Engage in networking activities with the Bank Group and other business...


  • Singapore Deutsche Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Private Bank Relationship Manager to join our team at Deutsche Bank. As a key member of our Wealth Management team, you will be responsible for developing and maintaining strong relationships with our clients, providing them with exceptional service and support.Key ResponsibilitiesDevelop and...

  • Relationship Manager

    3 months ago


    Singapore LMA Full time

    We are currently partnering with one of the leading private banks globally, providing tailored solutions to clients looking for personalized financial services, investment opportunities, and wealth protection strategies Responsibilities: Provide tailored investment advice, monitor client portfolios, and ensure client satisfaction. Develop wealth management...


  • Singapore CHINA MERCHANTS BANK CO LTD Full time

    Job Description: Initiate and establish new relationship (accredited investor segment). Develop and strengthen their relationships with the Bank in accordance with relevant business goals. Conduct all required Know Your Customer (KYC), AML process, procedures and documentations. Up-sell and provide regular market colours and trend analysis to these...


  • Singapore BTI EXECUTIVE SEARCH PTE. LTD. Full time

    Roles & ResponsibilitiesEstablished Private Bank is seeking for seasoned Assistant Relationship Manager.Responsibilities Perform clients consultation Responsible for account openings and processing of clients' orders Provide Private Bankers support in sales administrative matters and attend to clients' enquiries and needsRequirements Equipped with...


  • Singapore Danos Group Full time

    Key Responsibilities:Advise frontline on Private Banking's Customer Due Diligence (CDD) policy and procedures and applicable local regulations.Manage client approval end to end for Private Banking files.Evaluate and escalate higher risk relationships and reputation risks arising from CDD to PvB Compliance.Our Ideal CandidateACAMS or ICA Certification...


  • Singapore ICICI BANK LIMITED Full time

    Roles & Responsibilities The role of the Private Banking Senior Relationship Manager (SRM) is to understand client requirements across Non Resident Indian (NRI) customer base, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios Acquire High Net-worth Clients & mine existing...


  • Singapore CITICORP INVESTMENT BANK (SINGAPORE) LIMITED Full time

    Citi Private Bank Relationship Manager LeaderSeeking an experienced Senior Lead to oversee and guide our private banking relationships in Singapore. As a strategic professional, you will be responsible for leading a team of relationship managers, driving revenue growth, and delivering exceptional client experiences.About the Role:Lead a team of relationship...


  • Singapore BTI EXECUTIVE SEARCH PTE. LTD. Full time

    Job OverviewBTI Executive Search Pte. Ltd. is seeking a seasoned Senior Private Banking Relationship Manager to join their team.


  • Singapore CHINA MERCHANTS BANK CO LTD Full time

    Job Description:Establish and expand client relationships with high net worth individuals in mainland China, enhancing their banking experience and driving business growth.Stay up-to-date on market trends, economic conditions, and investment products to provide informed guidance to clients.Develop and implement tailored solutions to meet clients' unique...


  • Singapore Deutsche Bank Full time

    About the RoleWe are seeking a highly skilled Senior Private Banking Relationship Manager to join our team in Singapore. As a key member of our wealth management division, you will be responsible for developing and maintaining relationships with high net worth individuals and families.ResponsibilitiesDevelop and implement comprehensive relationship...


  • Singapore Adecco Personnel Pte Ltd. Full time

    The Opportunity: Permanent role Up to $10,000Adecco is collaborating with a leading international bank specializing in private wealth management, offering tailored investment solutions and personalized financial services to high net worth individuals. About the Job: Assist in managing client relationships and handling administrative tasks to ensure...


  • Singapore CHINA CITIC BANK INTERNATIONAL LIMITED SINGAPORE BRANCH Full time

    Roles & ResponsibilitiesJob Purpose:Acquire and grow high net worth individual customer base through effective relationship management, with special focus on the customers' personal financial analysis, protection and investment needs.Job Responsibilities: Achieve the bank’s objective on private banking business target & plans. Proactively build and...


  • Singapore DBS Bank Limited Full time

    DBS Bank Limited: A Premier Private Banking Destination At DBS Bank Limited, we offer a competitive $120,000 - $180,000 per annum salary and benefits package to our top talent. Our dynamic environment supports your development and recognises your achievements. Company Overview DBS' Private Banking offers a one-stop, full-service touch-point for total banking...

  • Relationship Manager

    7 hours ago


    Singapore ADECCO PERSONNEL PTE LTD Full time

    We are seeking a skilled Relationship Manager to join our team at ADECCO PERSONNEL PTE LTD.Job Summary:A talented and experienced Relationship Manager is required to manage client relationships and handle administrative tasks for private wealth management services. The ideal candidate will have a strong understanding of the bank's products and services,...


  • Singapore GreenLane Full time

    Reporting to PB Management, this role will lead the Private Banking Client Relationship team with the following key responsibilities: • Develop and expand the customer base while enhancing Private Banking products and services to achieve the department’s business objectives, ensuring full compliance with the bank’s policies and procedures. • Maintain...


  • Singapore UPPER SPRING CONSULTING PTE. LTD. Full time

    Job Title: Private Banking Team Head - Senior Relationship ManagerAbout UsWe are representing our client, an established multi-national bank, to look for a Private Banking Team Head to lead the PB Client Relationship Team in Singapore.The successful candidate will be responsible for developing customer relationships, enhancing private banking products and...


  • Singapore RECRUIT AVENUE PTE. LTD. Full time

    Roles & ResponsibilitiesKey Responsibilities: Assist Relationship Managers in managing and developing client relationships by providing timely and accurate support on client requests and inquiries. Prepare and maintain client documentation, ensuring compliance with regulatory requirements and internal policies. Conduct market research and prepare reports...