Relationship Manager, Private Banking

4 weeks ago

Singapore NEWBRIDGE ALLIANCE PTE. LTD. Full time
Roles & Responsibilities

We are seeking an experienced Relationship Manager to join our clients Private Banking team. The successful candidate will be responsible for developing and maintaining strong relationships with high net worth individuals and corporate clients, providing tailored financial solutions to meet their wealth management needs.

Key Responsibilities:

  • Develop and maintain relationships with high net worth individuals and corporate clients
  • Identify and acquire new business opportunities through networking and referrals
  • Provide expert advice on wealth management products and services
  • Conduct financial needs analysis and develop customized solutions
  • Collaborate with internal stakeholders to deliver high-quality client service
  • Meet or exceed sales targets and key performance indicators

Requirements:

  • Experience in private banking or wealth management
  • Strong network of high net worth individuals and corporate clients
  • Excellent communication and relationship-building skills
  • Proven track record of meeting sales targets and acquiring new business
  • Strong knowledge of wealth management products and services
Tell employers what skills you have

Wealth Management
Referrals
Investment Advisory
Investment Strategies
Microsoft Excel
Tolerance
Wealth
Loans
Private Banking
Needs Analysis
Compliance
Networking
Advocate
Financial Analysis
Banking
Diplomacy

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