Private Banking Relationship Manager
3 days ago
**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 of private banking, investment and wealth management products to customers
- Regularly provide updated financial market information and professional advice to customers
- Promote long term client relationships
- Ensure all selling activities are in compliance with the Bank’s guidelines and external regulatory authorities
**What you'll need to succeed**
- Minimum 5 years’ experience within the financial services industry, private banking or private wealth management space as a Relationship Manager or Investment Advisor
- Knowledge of Private Banking and Treasury services, good understanding of banking operations and policies
- Self-motivated, independent with strong communication and interpersonal skills
- Proficient in spoken and written English/Chinese to liaise with Chinese-speaking counterparties
- Attaining CACS 1&2 and the necessary qualification to qualify as Covered Person
**What you need to do now**
If this job isn't quite right for you, but you are looking for a new position, please contact me for a confidential discussion on your career.
EA Reg Number: R22108118
EA License Number: 07C3924 | Company Registration No: 200609504D
1249304
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