Assistant Private Banking Relationship Manager
3 days ago
Our client is an international PB dedicated to providing exceptional services to their clients. As part of the expansion, they are now adding an additional Assistant Relationship Manager to join the team in Singapore. Job Responsibilities: Assist Relationship Managers in managing and growing client portfolios by providing comprehensive support and exceptional service. Address client needs and inquiries promptly, ensuring a high level of client satisfaction. Conduct regular reviews and assessments of client portfolios to ensure alignment with their financial goals and risk tolerance. Maintain accurate and up-to-date client records and documentation. Ensure compliance with regulatory requirements and internal policies, maintaining the highest standards of integrity and confidentiality. Facilitate the account opening process for new clients, ensuring all required documentation is completed accurately and efficiently. Monitor client accounts to ensure compliance with banking regulations. Identify opportunities for cross-selling banking products and services. Requirements: Bachelor's degree in Finance, Business Administration, or related field. At least 5 years in client service in private banks CACS Paper 1&2 Familiar with wealth management products Strong analytical and problem-solving skills, with a keen attention to detail. Able to work independently Fluent in spoken and written Chinese, English
-
Private Banking Relationship Manager
1 day 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...
-
Singapore The Edge Partnership Full timeK- Posted by - Kelly Phun- Recruiter Our client is a well-established international private bank and now seeking for suitable talent for their front office. This is an Assistant Relationship Manager role; you will be responsible for providing administrative and client service support to Greater China market. - Provide administrative and client service...
-
Singapore HL BANK Full time**About the job**: **_If you are looking to excel and make a difference, take a closer look at us The incumbent plays a critical role in building a strong relationship with our high net worth clients. _** **Summary** Support Private Banking Relationship Manager(s) in providing excellent client services and ensuring that all KYCs (Know Your Customers) and...
-
Private Banking Relationship Manager
6 days ago
Singapore Hays Full time**Your new company** We are partnering with a leading Asian bank that is looking to expand their team! **Your new role** - Acquire new Ultra High Net Worth Individuals and solicit business opportunities through cross-selling, referral and personal business connections - Identify customers’ needs and provide customised solutions on a comprehensive range...
-
Relationship Manager for Private Banking
3 days ago
Singapore CHINA MERCHANTS BANK CO., LTD Full timeRelationship Manager - Private Banking 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...
-
Assistant Relationship Manager, Private Bank
1 week ago
Singapore The Edge Asia Full timeOur client is a well-established international private bank and now seeking for suitable talent for their front office. This is an Assistant Relationship Manager role; you will be responsible for providing administrative and client service support to Senior Private Banker supporting China market. EA License Number: 16S8131 Recruiter Licence Number:...
-
Relationship Manager Private Banking
1 week ago
Singapore DADACONSULTANTS PTE. LTD. Full timeOur 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...
-
Relationship Manager for Private Banking
2 weeks ago
Singapore CHINA MERCHANTS BANK CO., LTD Full timeWe 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. -...
-
Private Banking Relationship Manager
1 week ago
Singapore CHINA MERCHANTS BANK CO LTD Full timeInitiate 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. -...
-
Assistant Relationship Manager
6 days ago
Singapore PFCC Group Limited Full time**Responsibilities**: - Client Engagement: - Collaborate with various business units to ensure client documentation aligns with established policies and procedures. - Promptly address and resolve client inquiries. - Process client orders. - Gain a comprehensive understanding of the client’s relationship with the bank. - Operational Duties: - Resolve...
