Lead of Private Banking Client Relationships

5 days ago


Singapore GreenLane Full time

T- Posted by
- Tiffany Chen- Recruiter Join a leading banking institution as the Lead of Private Banking Client Relationships, where you will play a pivotal role in shaping and expanding the exclusive client portfolio. This dynamic position involves leading a team of Relationship Managers, driving the development of premium Private Banking services, and ensuring top-tier client engagement. You’ll oversee team performance, compliance, and operational excellence, all while championing exceptional client experiences. This is an exciting opportunity for an experienced banking professional to make a lasting impact and contribute to the success of a distinguished financial institution.

Reporting 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 and nurture strong client relationships.
- Supervise Relationship Managers to help them meet their individual KPIs.
- Review and approve exception transaction requests, customer due diligence, and documentation submitted by Relationship Managers.
- Oversee team resources and coordinate staff training to ensure continuity in business activities and customer service standards.
- Fulfill additional tasks as assigned by the reporting manager.

**Requirements**:

- Bachelor’s degree or higher.
- CACS P1 & P2.
- Minimum of 5 years in a relevant role.
- Strong analytical, coordination, and communication skills.



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