Private Banking Relationship Manager

Private Banking Relationship Manager

Upper Spring Consulting Pte. Ltd.
5-7 years
96000 - 192000 SGD

Job Description

We are representing our client, a large Chinese Bank, to look for experienced Private Banking Relationship Managers to complement the existing team.

Responsibilities

  • Prospect new Private Banking clients and secure new relationships, meeting the assigned targets.
  • Grow Net New Money and AUM.
  • Work closely with Investment Advisors to co-manage the portfolio of clients and generate investment revenue.
  • Deliver excellent service to clients and deepen relationship by value adding to clients wealth management needs.
  • Ensure that all transactions comply with the Bank and regulatory requirements.
  • Conduct business with a high degree of professionalism and integrity.

Requirements

  • Proven track record in the private banking/wealth management segment covering Southeast Asia markets.
  • Excellent track record of revenue generation and asset acquisition.
  • Excellent relationship with high networth clients.
  • Sound knowledge of private banking products.
  • Strong business development skills with a network of client referral channels.
  • Good understanding of compliance and regulatory requirements.
  • Completed CACS Papers 1 & 2 and Health Insurance (HI) module.

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