Relationship Manager for Private Banking

19 hours ago

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.
- Up-sell and provide regular market colours 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 **& **Qualifications**:

- University graduate with minimum 3 years of relationship manager experience in Private Banking Industry, specifically in North Asia markets.
- Sound understanding of economics, best market practices and investment products in the wealth management business.
- Holder of the existing CMFAS certification (e.g. CACS1, CACS2, M1, M5, M6, M6A, M8, M8A, M9, M9A & HI)
- Business proficiency in both written and spoken Mandarin besides English.
- 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.

  • Private Banking Relationship Manager

    1 week ago

    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...

  • Private Banking Relationship Manager – Wealth Management

    2 weeks ago

    Singapore GREENLANE PRIVATE LTD. Full time $150,000 - $200,000 per year

    Job DescriptionOur client, a leading international bank with a strong regional presence, is seeking an experienced Private Banking Relationship Manager to join them in Singapore. This is a client-facing role focused on acquiring and managing relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, delivering tailored wealth...

  • Junior Relationship Manager

    1 week ago

    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...

  • Relationship Manager

    1 week ago

    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...

  • Relationship Manager

    1 week 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...

  • Relationship Manager

    3 days ago

    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

    1 week 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...

  • VP, Relationship Manager, Private Banking

    2 weeks ago

    DBS Asia Central, Singapore at DBS Full time $150,000 - $200,000 per year

    VP, Relationship Manager, Private Banking (Greater China Market), Consumer Banking Group - (WD Business Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in...

  • Relationship Manager- Private Banking

    7 days ago

    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...

  • Private Banking Relationship Manager

    2 days ago

    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...