Private Banking Team Head
2 weeks ago
We are representing our client, an established multi-national bank, to look for a Private Banking ("PB") Team Head to lead and manage all the PB Relationship Managers and Assistant Relationship Managers in the Singapore Branch.
Job Description
- 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 team management 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.
Product Knowledge
Wealth Management
Investment Strategies
Relationship Management
Wealth
Private Banking
Risk Management
Portfolio Management
Advising Clients
Team Management
Regulatory Requirements
KYC
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