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Private Banking Relationship Manager
2 months ago
We are seeking a seasoned Private Banking Relationship Manager to join our team at UPPER SPRING CONSULTING PTE. LTD. in Singapore. As a key member of our wealth management team, you will be responsible for building and maintaining strong relationships with high net worth clients, identifying new business opportunities, and driving revenue growth.
Key Responsibilities:- Prospect and secure new Private Banking clients, meeting assigned targets and growing Net New Money and Asset under Management.
- Collaborate with Investment Advisors to co-manage client portfolios and generate investment revenue.
- Deliver exceptional service to clients, deepening relationships by providing value-added wealth management solutions.
- Ensure all transactions comply with bank and regulatory requirements, upholding the highest standards of professionalism and integrity.
- Proven track record in Wealth Management, covering Onshore, Southeast Asia, and/or North Asia markets.
- Strong client acquisition and revenue generation skills, with a solid network of high net worth client referral channels.
- Sound knowledge of Wealth Management products and a good understanding of compliance and regulatory requirements.
- Completed CACS Papers 1 & 2, with a strong foundation in Investment Advisory and Portfolio Management.
Tell us about your skills:
Product Knowledge: Wealth Management, Investment Advisory, CACS, Know Your Client - KYC, Private Banking, Compliance, Portfolio Management, Advising Clients, Regulatory Requirements
