Senior/ Relationship Manager, Private Wealth Management
4 weeks ago
The Relationship Manager is the primary point of contact between the clients and the Bank. He/she is responsible for the proactive management of a portfolio of High Net Worth/Ultra High Net Worth private wealth clients. This includes the delivery of comprehensive wealth management solutions to meet clients' needs.
At HL Bank, we are one dynamic, nimble and entrepreneurial team. We truly believe that our people are our strength and we value the individual qualities each person brings. HL Bank Singapore is a Full Licensed Bank focused to provide a One-Bank approach to our business, retail and High Net Worth clients through our 4 core business segments – Business & Corporate Banking, Personal Financial Services, Private Wealth Management and Global Markets. We are the Singapore branch of Hong Leong Bank Berhad, listed and headquartered in Malaysia with a distribution network of ~250 branches and have regional presence in Singapore, Malaysia, Hong Kong, Vietnam, Cambodia and China.
Responsibilities:
- Source for and acquire new clients that are in line with the Bank's Wealth Management target markets
- Build, manage and deepen new and existing relationships with clients so to enable to a long term and holistic banking relationship with the Bank
- Work closely with Investments Counsellors to co-manage the portfolio of clients and generate investment revenue
- Deliver excellent service to clients and deepen relationship by value-adding to clients' wealth management needs
- Aspire to achieve individual performance objectives, from client book development, sales /financials, to upholding risk/compliance culture
- Have a comprehensive understanding of the local regulatory requirements of the investment advisory business and apply this knowledge appropriately
- Ensure that all transactions comply with the Bank and regulatory requirements
- Conduct business with a high degree of professionalism and integrity
Requirements:
- Bachelor's degree from an accredited university
- At least 5 – 10 years' relevant banking experience with a proven track record in the private banking/wealth management segment
- Solid sales record in asset acquisition and generating sustainable revenue is expected in the role
- Strong business development skills with a network of client referral channels
- A self-starter and team player with the ability to collaborate widely with various internal stakeholders to drive client acquisition and retention
- Strong understanding of financial services industry and demonstrate a strong interest in financial, global and capital markets
- Excellent interpersonal skills and ability to build and foster a strong network of relationships
- Highly motivated, ability to work independently and determined to work in a platform of growth and entrepreneurial company
Certification/Licensing Requirements
- M1B / M5 /M6 / M6A / M8 / M8A
- CACS (Client Advisor Competency Standards) Paper 1 & 2 are required
Wealth Management
Investment Advisory
Ability To Work Independently
Leisure
Interpersonal Skills
Investments
Financials
Wealth
Capital Markets
Financial Analysis
Banking
Team Player
Regulatory Requirements
Business Development
Financial Services
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