Relationship Manager

6 days ago


Singapore TETSUJIN ASSET MANAGEMENT PTE. LTD. Full time

**Responsibilities**:

- Develop existing and new client relationships
- Conduct financial analysis and profiling sessions with clients to meet their financial needs and objectives
- Understand clients’ background and drive the KYC due diligence as a first line of defence, so as to comply with all regulations, policies and standards in line with the internal requirements

**Measureables**:

- Agreed asset under management target
- Agreed service standards to clients
- Operation and sales compliance

**Requirements**:

- Min 5 years of experience in Private Banking
- Client-focused with excellent interpersonal and communication skills
- Strong product knowledge in wealth management to advise clients on investment portfolio
- Good understanding of regulatory guidelines, Compliance, AML and CDD requirements
- Relevant tertiary education and financial certifications



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