Private Banking Team Head

3 weeks ago


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

We are representing our client, an established multi-national bank, to look for a Private Banking ("PB") Team Head to lead the PB Client Relationship Team in Singapore Branch comprising Relationship Managers and Assistant Relationship Managers.


Job Description

  • Lead the PB Client Relationship Team.
  • Develop customer base, enhance PB products and services to meet the department designated business plan while adhering to the Bank and PB policies and procedures.
  • Maintain client business relationship.
  • Supervise and mentor the PB Relationship Managers and Assistant Relationship Managers to meet their respective KPIs.
  • Review and/or approve the ongoing exception transactional requests, customer due diligence and documentation submitted by the Relationship Managers.
  • Manage the staff resources and staff training to ensure the continuity of business activities and customer service.
  • Complete tasks and deliver projects assigned by the management.

Requirements

  • Bachelor degree or above.
  • CACS Papers 1 & 2.
  • At least 5 years of managerial experience and more than 10 years of experience as a Relationship Manager in PB/Private Wealth Management.
  • Strong in analysis, coordination and communication skills.
  • Effectively bilingual in English and Chinese in order to communicate with the English and Chinese speaking clients.

Tell employers what skills you have

Wealth Management
CACS
Client Acquisition
Managerial Skills
Private Wealth Management
Relationship Management
Private Banking
Lead sales strategy
Business Strategy
Compliance
Advising Clients
Revenue Growth
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