Private Banking Relationship Manager

6 days ago

Singapore Search Ally Pte Ltd Full time

**RESPONSIBILITIES**:

- Generates target market prospects through a number of innovative and sustainable channels
- Converts target market prospects into clients
- Cross-sell products & services to existing clients
- Acquires net new assets to achieve targeted AUM
- Generates revenue to meet agreed upon goals
- Seeks referrals from existing clients.
- Develops and maintains good relationships with clients.
- Achieves returns on clients’ portfolios according to their needs and expectations.
- Effectively interacts with network and available internal resources to provide solutions to meet client needs.
- Continuously develops own product knowledge.
- Delivers, monitors and reviews solutions to clients based on clients’ investment profiles
- Complies with regulations, policies and guidelines
- Highlights, mitigates and protects the bank against credit, legal, reputation and other risks
- Minimize errors in transaction execution and service delivery
- Review and respond to AML transaction monitoring queries on transactions highlighted
- Conduct periodic and timely reviews of clients’ accounts
- Attend mandatory compliance and other trainings.
- Alert team lead, market head and LCD of any suspicious transactions.

**REQEUIREMENTS**:

- Degree from a reputed university
- Minimum 8 years’ experience in Private Banking industry
- Knowledge and hands-on experience in private banking business, including customer segments and products
- Experience in dealing with Mandarin-speaking stakeholders and documents
- Appropriate qualifications to advise/sell investment and other products.
- Excellent communication and negotiation skills with the ability to influence outcomes
- Delivering results and meeting customer’s needs

SEARCH ALLY PTE LTD | [EA License Number] 18C9289 | [Registration Number] R155129

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