Premier/Private Banking Relationship Manager

3 weeks ago

Singapore GREENLANE PRIVATE LTD. Full time
Roles & Responsibilities

About the Role:

Join a leading financial institution's Private Banking team as a Relationship Manager. This role is ideal for candidates with Premier Banking experience looking to step into Private Banking. You will manage and grow a portfolio of high-net-worth individuals by providing tailored investment advisory and delivering outstanding client service.

Key Responsibilities:

  • Acquire, develop, and maintain relationships with high-net-worth clients and manage their wealth portfolios.
  • Provide investment product advisory and customized solutions aligned with clients' financial goals.
  • Serve as a trusted advisor to clients, enhancing client loyalty and the bank's reputation.
  • Work collaboratively with the Private Banking team to meet business objectives.
  • Perform additional duties as assigned by the Head of Department or management.

Requirements:

  • Bachelor's degree or above, preferably in Business, Banking and Finance or related fields.
  • Minimum 2-3 years' experience in Premier Banking roles.
  • Relevant certifications such as CACS, CMFAS (M9, M9A, M5, HI) preferred.
  • Excellent interpersonal, communication, and client management skills.
  • Ability to work independently and collaboratively within a team.
  • Client-focused with a proactive and professional approach.
Tell employers what skills you have

Management Skills
Referrals
Investment Advisory
Product Advisory
Ability To Work Independently
Wealth
Loans
Private Banking
Trend Analysis
Retail Banking
Financial Analysis
Banking
Customer Service
Disposition
Excellent Interpersonal Communication Skills

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