Relationship Manager, Private Banking Department
6 months ago
Job Descriptions
1. Acquire and onboard new PB clients onto the platform.
2. Growth of Net New Money and AUM.
3. Generating investment revenue of AUM.
4. Providing wealth management and banking services to clients.
5. Full compliance to rules and regulations governing the business.
Job Requirements
1. A network of client referral channels.
2. Ability to successfully convert and generate AUM into revenue.
3. Good financial market/product knowledge.
4. Keep abreast of market developments and opportunities and work closely with Investment Advisors to co-manage the portfolio of clients.
5. Deliver excellent service to clients and deepen relationship by value adding to clients’ wealth management needs with timely portfolio rebalancing and portfolio performance updates.
6. CACS certification is preferred.
Tell employers what skills you have
Wealth Management
Referrals
Microsoft Excel
Job Descriptions
Relationship Management
Career Development
Wealth
Loans
Private Banking
Compliance
Deposits
Financial Analysis
Banking
Financial Services
-
Private Banking Relationship Manager
3 weeks ago
Singapore UPPER SPRING CONSULTING PTE. LTD. Full timeRoles & 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...
-
Private Banking Relationship Manager
4 weeks ago
Singapore CHINA MERCHANTS BANK CO LTD Full timeJob Title: Private Banking Relationship ManagerChina Merchants Bank Co Ltd is seeking a highly skilled Private Banking Relationship Manager to join our team.Key Responsibilities:Establish and maintain relationships with high net worth clients, providing personalized financial solutions and investment advice.Conduct thorough client assessments, identifying...
-
Private Banking Relationship Manager
3 weeks ago
Singapore HR-PRO RECRUITMENT SERVICES PTE. LTD. Full timeRoles & 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...
-
Lead of Private Banking Client Relationships
1 week ago
Singapore GreenLane Full timeReporting 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...
-
Private Bank Relationship Manager
4 weeks ago
Singapore Deutsche Bank Full timeAbout 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 for Private Banking
3 weeks ago
Singapore CHINA MERCHANTS BANK CO., LTD Full timeRoles & ResponsibilitiesJob 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 documentation. Up-sell and provide regular market colours and...
-
Lead of Private Banking Client Relationships
2 days ago
Singapore GreenLane Full timeAt GreenLane, we are seeking a seasoned professional to lead our Private Banking Client Relationship team. Key responsibilities include: • Developing and expanding 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. •...
-
Relationship Manager
2 months ago
Singapore LMA Full timeWe 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...
-
Private Bank Relationship Manager
4 weeks ago
Singapore Deutsche Bank Full timeUnlock Your Potential as a Private Bank Relationship ManagerAt Deutsche Bank, we're committed to providing an environment that fosters your development and wellbeing. As a Private Bank Relationship Manager, you'll play a vital role in delivering exceptional client experiences and driving business growth.Your Key Responsibilities:Develop and maintain strong...
-
Senior Private Banking Relationship Manager
4 weeks ago
Singapore DBS Bank Limited Full timeJob Summary DBS Private Banking is seeking a skilled and experienced Relationship Manager to join our team. As a key member of our Private Banking team, you will be responsible for building and maintaining relationships with high net worth clients, providing them with personalized banking solutions and investment advice. Key Responsibilities Develop and...
-
Private Banking Relationship Manager
2 months ago
Singapore CHINA MERCHANTS BANK CO LTD Full timeJob 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 GreenLane Full timeLead of Private Banking Client Relationships Join a leading banking institution as the Lead of Private Banking Client Relationships, where you will play a pivotal role in shaping and expanding the exclusive client portfolio. This dynamic position involves leading a team of Relationship Managers, driving the development of premium Private Banking services,...
-
Client Relationship Manager
2 weeks ago
Singapore Danos Group Full timeKey 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...
-
Private Banking Relationship Manager
3 months ago
Singapore Hays Full timePrivate Banking Relationship ManagerYour new company An Asian bank is looking for a Private Banking Relationship Manager to join their team in their Singapore office. Your new role 1. Acquire and onboard new PB clients onto the platform. 2. Growth of Net New Money and AUM. 3. Generating investment revenue of AUM. 4. Providing wealth management and...
-
Private Bank Relationship Manager
4 weeks ago
Singapore Deutsche Bank AG Full timeAbout the RoleDeutsche Bank Private Bank is seeking a skilled Relationship Manager to join our team in South East Asia. As a key member of our wealth management team, you will be responsible for developing and maintaining relationships with high net worth individuals and families, providing them with tailored financial solutions and exceptional client...
-
Corporate Banking Relationship Manager
4 weeks ago
Singapore Sumitomo Mitsui Banking Corporation Full timeJob Summary We are seeking a highly skilled Corporate Banking Relationship Manager to join our team at Sumitomo Mitsui Banking Corporation. As a key member of our corporate banking department, you will be responsible for developing and maintaining relationships with existing clients, as well as identifying new business opportunities to drive revenue growth...
-
Corporate Banking Relationship Manager
2 weeks ago
Singapore Sumitomo Mitsui Banking Corporation Full timeJob SummaryWe are seeking a highly skilled Corporate Banking Relationship Manager to join our team at Sumitomo Mitsui Banking Corporation. As a key member of our corporate banking department, you will be responsible for developing and maintaining relationships with existing clients, as well as identifying new business opportunities to drive revenue...
-
Offshore Private Banking Relationship Director
3 weeks ago
Singapore PEOPLESEARCH PTE. LTD. Full timeOffshore Private Banking Relationship Manager RoleWe are seeking an experienced Offshore Private Banking Relationship Manager to join our team at PEOPLESEARCH PTE. LTD. in Singapore. The ideal candidate will have a strong understanding of investment products and financial markets, as well as a proven track record of success in managing high-net-worth clients...
-
Assistant Relationship Manager
3 weeks ago
Singapore ADECCO PERSONNEL PTE LTD Full timeRoles & ResponsibilitiesOur client is 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 efficient transaction processing and client...
-
Assistant Relationship Manager
1 month ago
Singapore Recruit Avenue Full timeKey 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 to support investment...