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Private Banking RM

1 month ago

Singapur, Singapore Lleapz Full time

Our client is a leading global Private Bank, currently seeking a highly motivated and experienced Private Banking Relationship Manager (RM) to join their team. As a Private Banking RM, you will play a crucial role in maintaining and expanding the Bank's client base, while delivering excellent service and personalized financial strategies to high net worth individuals.

In this role, you will have the opportunity to work alongside a team of dynamic professionals who are passionate about providing top-notch financial solutions to the Bank's valued clients. As a trusted advisor, you will build strong relationships with clients, understanding their financial goals and tailoring strategies to meet their specific needs. Your responsibilities will include managing investment portfolios, providing comprehensive financial analysis, and offering strategic advice on wealth management, asset allocation, and risk management.

Responsibilities
  • Develop and maintain strong relationships with high net worth individuals, understanding their financial goals and needs
  • Provide personalized financial advice and develop tailored financial strategies for clients
  • Manage client investment portfolios and make recommendations to optimize performance
  • Conduct comprehensive financial analysis and provide recommendations on wealth management, asset allocation, and risk management
  • Stay up to date with market trends and economic indicators to provide informed investment advice
  • Collaborate with internal teams to ensure the seamless execution of client strategies and objectives
  • Actively pursue new business opportunities and expand the client base through networking and relationship building.

Requirements
  • Relationship management experience in Private Banking
  • Proven track record in asset gathering, asset growth and revenue generation
  • Excellent commercial and negotiation skills
  • Highly developed communication skills for use in direct client contact and problem solving
  • Ability to provide strong financial and statistical analysis
  • Strong customer service focus
  • Attention to detail and the ability to think creatively to solve problems
  • Excellent understanding of financial markets and products

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