Private Banking Relationship Manager

17 hours 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.


  • Singapore THE HONGKONG AND SHANGHAI BANKING CORPORATION LIMITED Full time

    **Principal Responsibilities** - To provide full service banking and all transactions to high net worth individual clients by the extension of credit and the marketing of company services - To provide marketing and business development activities covering the international market, using the full range of company products and services - To establish new...


  • Singapore CATHAY UNITED BANK Full time

    To grow private banking/wealth management business that both leverage and expand on the extensive group branches and networks across the south east Asia and Greater China region. **Responsibilities** - Acquire new Ultra High Net Worth Individuals and solicit business opportunities through cross-selling, referral and personal business connections - Identify...


  • 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...


  • Singapore DADACONSULTANTS PTE. LTD. Full time

    Our client is a reputable international bank with a strong Private Banking franchise globally. They are seeking an experienced Relationship Manager (RM) to join their Private Banking division in Singapore. You will be responsible for managing and expanding a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering tailored...


  • Singapore CHINA MERCHANTS BANK CO., LTD Full time

    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. -...

  • Relationship Manager

    2 weeks ago


    Singapore LMA Full time

    We are currently partnering with one of the leading private banks globally, providing tailored solutions to clients looking for personalized financial services, investment opportunities, and wealth protection strategies **Responsibilities**: - Provide tailored investment advice, monitor client portfolios, and ensure client satisfaction. - Develop wealth...


  • Singapore HSBC Full time

    -Job 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...

  • Relationship Manager

    2 weeks ago


    Singapore HSBC Global Services Limited Full time

    **Some careers have more impact than others.** If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued. International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present...


  • Singapore HSBC Full time

    Some careers have more impact than others. If you're looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued. International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across...


  • Singapore KS Talent Solutions Full time

    **Job Purpose**: - The role of the Private Banking Relationship Manager (RM) is to understand client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios. - Acquire High Net-worth Clients & mine existing relationships. - Provide appropriate investment advise to the...