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Associate Director, Private Banking

1 month ago

Singapore THE BANK OF EAST ASIA LIMITED Full time
Roles & Responsibilities

Responsibilities:

  • Responsible for identifying, developing and maintaining major client relationships, advising on investments further to assessing their needs, desires and risk profile.
  • Conduct all required Know your customer (KYC), AML process and documentation.
  • Provide superior customer service and contribute to the overall customer experience of the Bank.
  • Able to work on client acquisition and generate revenue from AUM.
  • Adhere and be in compliance with rules and regulations governing the business.

Requirements:

  • Bachelor’s /University degree preferred.
  • Possess strong understanding on the background and needs for mainland China UHNW clients.
  • Good financial knowledge and is CACS certified.
  • Minimum 8 years of relevant working experience, covering the following:

- Investment management, asset management, banking and marketing experience.

- At least 3 years at supervisory level.

- Good knowledge of credit, risk control, investment products.

  • A good team player with strong interpersonal and communication skills.
  • Willingness to work under a dynamic environment and handle ad hoc assignment and projects.

Tell employers what skills you have

Asset Management
Customer Experience
Risk Control
Private Banking
Investment Management
Compliance
Communication Skills
Banking
AML
Team Player
Customer Service
Credit Risk

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