Private Banking Relationship Manager

4 weeks ago


Singapore CHINA MERCHANTS BANK CO LTD Full time
Job Title: Private Banking Relationship Manager

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.
Requirements:
  • 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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