
Relationship Manager for Private Banking
9 hours ago
We are looking for Relationship Manager to service our Chinese High Net Worth customers.
- 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 trend analysis to these customers.
- Contribute to the bottom-line of Private Banking through the accomplishment of profit and growth targets.
- Ensure superior customer service and contribute to the overall customer experience of the Bank. Understand the background and needs for mainland China UHNW clients.
- Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.
**Requirements **& **Qualifications**:
- University graduate with minimum 3 years of relationship manager experience in Private Banking Industry, specifically in North Asia markets.
- Sound understanding of economics, best market practices and investment products in the wealth management business.
- Holder of the existing CMFAS certification (e.g. CACS1, CACS2, M1, M5, M6, M6A, M8, M8A, M9, M9A & HI)
- Business proficiency in both written and spoken Mandarin besides English.
- Good team player with strong interpersonal and communication skills to work well with all levels of counterparts.
- Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and meet project deadlines.
-
Premier/Private Banking Relationship Manager
1 week ago
Singapore GREENLANE PRIVATE LTD. Full timeRoles & Responsibilities About the Role: Join a leading financial institution's Private Banking team as a Relationship Manager. This role is ideal for candidates with Premier Banking experience looking to step into Private Banking. You will manage and grow a portfolio of high-net-worth individuals by providing tailored investment advisory and delivering...
-
Premier/Private Banking Relationship Manager
1 week ago
Singapore GREENLANE PRIVATE LTD. Full timeRoles & ResponsibilitiesAbout the Role:Join a leading financial institution's Private Banking team as a Relationship Manager. This role is ideal for candidates with Premier Banking experience looking to step into Private Banking. You will manage and grow a portfolio of high-net-worth individuals by providing tailored investment advisory and delivering...
-
Relationship Manager, Private Banking
2 weeks ago
Singapore TALEIX PRIVATE LIMITED Full timeOur 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,...
-
Relationship Manager
6 days ago
Singapore THE HONGKONG AND SHANGHAI BANKING CORPORATION LIMITED Full time**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...
-
Private Banking Relationship Manager
6 days ago
Singapore GREENLANE PRIVATE LTD. Full timeOur client, a leading international bank with a strong regional presence, is seeking an experienced **Private Banking Relationship Manager**to join them in Singapore. This is a client-facing role focused on acquiring and managing relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, delivering tailored wealth solutions, and...
-
Singapore GREENLANE PRIVATE LTD. Full time $150,000 - $200,000 per yearJob DescriptionOur client, a leading international bank with a strong regional presence, is seeking an experienced Private Banking Relationship Manager to join them in Singapore. This is a client-facing role focused on acquiring and managing relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, delivering tailored wealth...
-
Central Singapore Emprego SG Full time**Location** Singapore, Central Singapore **Job Type** Permanent **Salary** $4,000 - $6,000 Per Month **Date Posted** 1 hour ago Additional Details **Job ID** 13718 **Job Views** 1 Roles & Responsibilities Cathay United Bank Company, Limited is a wholly owned subsidiary of Taiwan’s largest financial group Cathay Financial Holdings. The...
-
Relationship Manager
2 days ago
Singapore CIMB Singapore Full timeRelationship Manager - Private Banking SG Join to apply for the Relationship Manager - Private Banking SG role at CIMB Singapore Design and implement strategic plans in developing and maintaining CIMB Private Banking client base and growing the revenue and asset under management to achieve business objectives. Promote CIMB Private Banking brand and...
-
Relationship Manager
1 week ago
Singapore THE HONGKONG AND SHANGHAI BANKING CORPORATION LIMITED Full time**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...
-
Private Banking Relationship Manager
1 week ago
Singapore beBeeRelationship Full timeAs a Private Banking Relationship Manager, you will play a pivotal role in fostering major client relationships. This entails working closely with high net worth individuals to understand their investment needs and provide personalized advice to help them achieve their financial objectives. "> Job Description You will be responsible for identifying and...