Private Banking Relationship Manager

2 weeks ago

Singapore CHINA MERCHANTS BANK CO LTD Full time $80,000 - $200,000 per year

Job Description:

  • 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 documentations.
  • Up-sell and provide regular market colors 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:

  • Recognized Full Time University graduate with minimum 3 years of relationship manager experience in Private Banking business, specifically in North Asia markets.
  • Sound understanding of economics, best market practices and investment products in the wealth management business.
  • Possess existing CMFAS certifications (e.g., M1, M5, M6, M6A, M8, M8A, M9, M9A, and HI); CACS Level 1 and 2 certifications would be an added advantage.
  • Business proficiency in both written and spoken Mandarin besides English, enabling effective service to Chinese clients.
  • 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.

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