Relationship Manager, Private Banking

1 week ago


Singapore Taleix Private Limited Full time

Our clients are renowned international banks with a rich heritage in private banking, serving a global high net worth clientele. With a legacy of excellence and dedication to superior service, they are esteemed leaders in wealth management.

Main Responsibilities

- Provide strong support to UHNW/HNW clients in executing banking and investment transactions, ensuring seamless service delivery.

- Assist in KYC checks and account openings, ensuring adherence to Private Banking compliance and regulations.

- Regularly review client portfolios for necessary updates, staying informed of market trends and investment opportunities.

- Maintain a strong understanding of the Private Banking product suite to effectively address client inquiries and recommend appropriate solutions.

- Communicate effectively with internal and external stakeholders to ensure smooth operations and client satisfaction.

Requirements

- Bachelor's degree with a strong academic track record.

- Minimum 3 years of relevant experience in Private Banking/Wealth Management.

- Possession of CACS Paper 1 and 2 certifications.

- Strong knowledge of the Private Banking product suite is highly advantageous.

- Excellent communication and interpersonal skills.

- Ability to liaise effectively with internal and external stakeholders.

- Proactive attitude with a commitment to delivering excellent customer service.

Next Steps

To seize this exceptional opportunity, submit your resume through this job portal or email your application, along with a compelling cover letter showcasing how you will enhance our clients' success, to [HIDDEN TEXT] with the subject line 'Private Banking RM'

License

John Liau

EA License: 24C2165

Personnel: R2196654


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