Private Banking Relationship Manager
4 weeks ago
China Merchants Bank Co Ltd is seeking a highly skilled Private Banking Relationship Manager to join our team.
Key Responsibilities:- Establish and maintain relationships with high net worth clients, providing personalized financial solutions and investment advice.
- Conduct thorough client assessments, identifying their financial goals and risk tolerance to develop tailored investment strategies.
- Collaborate with internal teams to provide comprehensive financial services, including wealth management, investment products, and cash management.
- Stay up-to-date with market trends and economic conditions to provide informed investment recommendations to clients.
- Meet and exceed sales targets, driving revenue growth and contributing to the bank's overall success.
- Develop and maintain strong relationships with clients, ensuring exceptional customer service and building trust and loyalty.
- Minimum 3-5 years of experience in private banking or a related field.
- Strong understanding of economics, investment products, and wealth management principles.
- Proficiency in English and Mandarin, with excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment, prioritizing multiple tasks and meeting deadlines.
- CMFAS certification (e.g. CACS1, CACS2, M1, M5, M6, M6A, M8, M8A, M9, M9A & HI) is preferred.
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Private Banking Relationship Manager
3 weeks ago
Singapore UPPER SPRING CONSULTING PTE. LTD. Full timeRoles & ResponsibilitiesWe are representing our client, established Asian bank, to look for Private Banking Relationship Managers to complement the existing team in Singapore branch.Responsibilities Prospect new Private Banking clients and secure new relationships, and meet the assigned targets. Grow Net New Money and Asset under Management. Work closely...
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Private Banking Relationship Manager
3 weeks ago
Singapore HR-PRO RECRUITMENT SERVICES PTE. LTD. Full timeRoles & ResponsibilitiesResponsibilities: Achieve the bank’s objective on private banking business target & plans. Proactively build and maintain business relationship with individuals who satisfy the bank’s standards of suitability and who meet the bank’s ‘Wealth Criteria’. Engage in networking activities with the Bank Group and other business...
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Private Bank Relationship Manager
4 weeks ago
Singapore Deutsche Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Private Bank Relationship Manager to join our team at Deutsche Bank. As a key member of our Wealth Management team, you will be responsible for developing and maintaining strong relationships with our clients, providing them with exceptional service and support.Key ResponsibilitiesDevelop and...
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Relationship Manager for Private Banking
3 weeks ago
Singapore CHINA MERCHANTS BANK CO., LTD Full timeRoles & ResponsibilitiesJob Description: Initiate and establish new relationship (accredited investor segment). Develop and strengthen their relationships with the Bank in accordance with relevant business goals. Conduct all required Know Your Customer (KYC), AML process, procedures and documentation. Up-sell and provide regular market colours and...
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Relationship Manager
2 months ago
Singapore LMA Full timeWe are currently partnering with one of the leading private banks globally, providing tailored solutions to clients looking for personalized financial services, investment opportunities, and wealth protection strategies Responsibilities: Provide tailored investment advice, monitor client portfolios, and ensure client satisfaction. Develop wealth management...
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Private Bank Relationship Manager
4 weeks ago
Singapore Deutsche Bank Full timeUnlock Your Potential as a Private Bank Relationship ManagerAt Deutsche Bank, we're committed to providing an environment that fosters your development and wellbeing. As a Private Bank Relationship Manager, you'll play a vital role in delivering exceptional client experiences and driving business growth.Your Key Responsibilities:Develop and maintain strong...
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Senior Private Banking Relationship Manager
4 weeks ago
Singapore DBS Bank Limited Full timeJob Summary DBS Private Banking is seeking a skilled and experienced Relationship Manager to join our team. As a key member of our Private Banking team, you will be responsible for building and maintaining relationships with high net worth clients, providing them with personalized banking solutions and investment advice. Key Responsibilities Develop and...
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Private Banking Relationship Manager
2 months ago
Singapore CHINA MERCHANTS BANK CO LTD Full timeJob Description: Initiate and establish new relationship (accredited investor segment). Develop and strengthen their relationships with the Bank in accordance with relevant business goals. Conduct all required Know Your Customer (KYC), AML process, procedures and documentations. Up-sell and provide regular market colours and trend analysis to these...
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Client Relationship Manager
2 weeks ago
Singapore Danos Group Full timeKey Responsibilities:Advise frontline on Private Banking's Customer Due Diligence (CDD) policy and procedures and applicable local regulations.Manage client approval end to end for Private Banking files.Evaluate and escalate higher risk relationships and reputation risks arising from CDD to PvB Compliance.Our Ideal CandidateACAMS or ICA Certification...
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Private Banking Relationship Manager
3 months ago
Singapore Hays Full timePrivate Banking Relationship ManagerYour new company An Asian bank is looking for a Private Banking Relationship Manager to join their team in their Singapore office. Your new role 1. Acquire and onboard new PB clients onto the platform. 2. Growth of Net New Money and AUM. 3. Generating investment revenue of AUM. 4. Providing wealth management and...
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Private Bank Relationship Manager
4 weeks ago
Singapore Deutsche Bank AG Full timeAbout the RoleDeutsche Bank Private Bank is seeking a skilled Relationship Manager to join our team in South East Asia. As a key member of our wealth management team, you will be responsible for developing and maintaining relationships with high net worth individuals and families, providing them with tailored financial solutions and exceptional client...
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Offshore Private Banking Relationship Director
3 weeks ago
Singapore PEOPLESEARCH PTE. LTD. Full timeOffshore Private Banking Relationship Manager RoleWe are seeking an experienced Offshore Private Banking Relationship Manager to join our team at PEOPLESEARCH PTE. LTD. in Singapore. The ideal candidate will have a strong understanding of investment products and financial markets, as well as a proven track record of success in managing high-net-worth clients...
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Assistant Relationship Manager
3 weeks ago
Singapore ADECCO PERSONNEL PTE LTD Full timeRoles & ResponsibilitiesOur client is a leading international bank specializing in private wealth management offering tailored investment solutions and personalized financial services to high net worth individuals.about the job Assist in managing client relationships and handling administrative tasks to ensure efficient transaction processing and client...
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Private Banking Relationship Manager
2 weeks ago
Singapore CHINA MERCHANTS BANK CO LTD Full timeJob Description:Establish and expand client relationships with high net worth individuals in mainland China, enhancing their banking experience and driving business growth.Stay up-to-date on market trends, economic conditions, and investment products to provide informed guidance to clients.Develop and implement tailored solutions to meet clients' unique...
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Senior Private Banking Relationship Manager
6 days ago
Singapore Deutsche Bank Full timeAbout the RoleWe are seeking a highly skilled Senior Private Banking Relationship Manager to join our team in Singapore. As a key member of our wealth management division, you will be responsible for developing and maintaining relationships with high net worth individuals and families.ResponsibilitiesDevelop and implement comprehensive relationship...
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Lead of Private Banking Client Relationships
1 week ago
Singapore GreenLane Full timeReporting to PB Management, this role will lead the Private Banking Client Relationship team with the following key responsibilities: • Develop and expand the customer base while enhancing Private Banking products and services to achieve the department’s business objectives, ensuring full compliance with the bank’s policies and procedures. • Maintain...
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Lead of Private Banking Client Relationships
2 days ago
Singapore GreenLane Full timeAt GreenLane, we are seeking a seasoned professional to lead our Private Banking Client Relationship team. Key responsibilities include: • Developing and expanding the customer base while enhancing Private Banking products and services to achieve the department's business objectives, ensuring full compliance with the bank's policies and procedures. •...
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Assistant relationship manager
2 weeks ago
Singapore Eames Consulting Full timeJob Description My client is an established private bank renowned for their strong, stable platform and cohesive company culture. They are currently looking for successful individuals to join them as Assistant Relationship Managers to support South Asia. As the successful individual, you will be working closely with a team of industry veterans....
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Relationship Manager
1 week ago
Singapore HSBC Full timeJob description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...
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Private Banking Manager
2 weeks ago
Singapore First Abu Dhabi Bank Full timeJob Title: Private Banking ManagerJob Summary:The role of Private Banking Manager is crucial to the growth of our Private Banking business in Singapore. As a key member of our team, you will be responsible for developing and maintaining relationships with high net worth individuals and family offices. Your primary goal will be to increase our assets under...