Relationship Manager, Private Banking
12 hours ago
Our clients are renowned international banks with a rich heritage in private banking, serving a global high net worth clientele. With a legacy of excellence and dedication to superior service, they are esteemed leaders in wealth management.**Main Responsibilities**
- Provide strong support to UHNW/HNW clients in executing banking and investment transactions, ensuring seamless service delivery.
- Assist in KYC checks and account openings, ensuring adherence to Private Banking compliance and regulations.
- Regularly review client portfolios for necessary updates, staying informed of market trends and investment opportunities.
- Maintain a strong understanding of the Private Banking product suite to effectively address client inquiries and recommend appropriate solutions.
- Communicate effectively with internal and external stakeholders to ensure smooth operations and client satisfaction.
**Requirements**:
- Bachelor's degree with a strong academic track record.
- Minimum 3 years of relevant experience in Private Banking/Wealth Management.
- Possession of CACS Paper 1 and 2 certifications.
- Strong knowledge of the Private Banking product suite is highly advantageous.
- Excellent communication and interpersonal skills.
- Ability to liaise effectively with internal and external stakeholders.
- Proactive attitude with a commitment to delivering excellent customer service.
**Next Steps**
**License**
John Liau
EA License: 24C2165
Personnel: R2196654
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