Private Banking Relationship Manager

7 days ago

Singapore Upper Spring Consulting Full time

**Job Category**:Banking & Finance**Job Type**:Permanent**Job Location**:SingaporeWe are representing our client, a large Chinese Bank, to look experienced Private Banking Relationship Managers to complement the existing team.

**Responsibilities**
- Prospect new Private Banking clients and secure new relationships, and meet the assigned targets.
- Grow Net New Money and AUM.
- Work closely with Investment Advisors to co-manage the portfolio of clients and generate investment revenue.
- Deliver excellent service to clients and deepen relationship by value adding to clients’ wealth management needs.
- Ensure that all transactions comply with the Bank and regulatory requirements.
- Conduct business with a high degree of professionalism and integrity.

**Requirements**:

- Proven track record in the private banking/wealth management segment covering Southeast Asia markets.
- Excellent track record of revenue generation and asset acquisition.
- Excellent relationship with high networth clients.
- Sound knowledge of private banking products.
- Strong business development skills with a network of client referral channels.
- Good understanding of compliance and regulatory requirements.
- Completed CACS Papers 1 & 2 and Health Insurance (HI) module.

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