Jobs

    Private Banking Relationship Manager - Singapore - UPPER SPRING CONSULTING PTE. LTD.

    UPPER SPRING CONSULTING PTE. LTD.
    Default job background
    Description
    Roles & Responsibilities

    We are representing our client, an established large chinese bank, to look for Private Banking Relationship Managers to complement the existing team in Singapore.

    Responsibilities

    • Prospect new Private Banking clients and secure new relationships, and meet the assigned targets.
    • Grow Net New Money and Asset under Management.
    • 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 Wealth Management covering Onshore, Southeast Asia and/or North Asia markets.
    • Strong track record of client acquisition and revenue generation.
    • Strong relationship with high networth clients.
    • Sound knowledge of Wealth Management products.
    • Strong network of client referral channels.
    • Good understanding of compliance and regulatory requirements.
    • Completed CACS Papers 1 & 2.
    Tell employers what skills you have

    Product Knowledge
    Wealth Management
    Referrals
    Investment Advisory
    Know Your Client - KYC
    Private Banking
    Risk Management
    Compliance
    Advising Clients
    Regulatory Requirements


  • Summit Planners Singapore

    By becoming a relationship manager at Summit Planners, you can help your customers achieve the financial security they need and desire. When you see the difference that you can make, the sense of fulfilment is beyond your imagination. · **Unlimited income potential** · You can se ...


  • Gravitas Recruitment Group Singapore

    Job details · - Location · - Singapore · - Salary · - S$ S$90000 per annum · - Job Type · - Permanent · - Ref · - BBBH132410_ · - Working Environment · - Fully in-office · - Posted · - about 6 hours ago · Job summary · We're searching for driven and skilled relationship managers ...


  • NECH CAPITAL PTE. LTD. Singapore

    As a Relationship Manager specializing in Ultra High Net Worth (UHNW) clients, you will play a pivotal role in our external asset management firm. Your key responsibilities will be bringing your own book of accounts as well as acquiring new clients and managing the client portfol ...


  • PACES CAPITAL MANAGEMENT PTE. LTD. Singapore

    **Role Summary · PACES provides Relationship Managers (RMs) with a unique opportunity to harness the potential of their relationships and capitalize on them strategically. This innovative platform enables RMs to benefit from a more substantial share of the revenue they generate, ...


  • Beecruit Pte Ltd Singapore

    **Job Summary**: · We are looking for a Relationship Manager to oversee and maintain strong relationships with our Small and Medium Enterprises (SMEs) clients. As a Relationship Manager, you will be responsible for ensuring that our SMEs clients receive excellent customer service ...


  • JMC CAPITAL ASSET MANAGEMENT SINGAPORE PTE. LTD. Singapore

    **Job Description**: · - Provide banking/professional wealth management and investment services to HNW individual clients (insurance, bonds, funds, equities etc.) based on their investment needs and objectives; · - Build up and maintain business relationships with the portfolio o ...


  • Schroders Singapore

    **Overview of role** · - Sourcing and onboarding of new clients · - Understand needs, objectives and risk profile of clients · - Advise clients on investment ideas / opportunities and other wealth management services and ensure investment suitability and timely execution · - Regu ...


  • Ambition Singapore

    **Key Responsibilities**: · - Management of a portfolio of corporate relationships with a focus on metals & minerals profile · - Structure and manage financing solutions tailored to meet the requirements of metals & mining portfolio · - Evaluate financial models with P&L, B/S and ...


  • PC FINANCIAL (SG) PTE. LTD. Singapore

    We are looking for a Relationship Manager to join our growing organization. The Relationship Manager is expected to actively expand HNW business through various sources. He/She will be actively bonding with clients in identifying their financial needs and providing suitable wealt ...


  • Ambition Singapore

    **Job details**: · Posted 12 April 2023 · SalaryNegotiable · LocationSingapore · Job type Permanent · DisciplineBanking & Financial Services · Reference264725_ · **Key Responsibilities**: · - Management of a portfolio of corporate relationships with a focus on metals & minerals ...


  • Amethyst Partners Singapore

    Lead, develop and implement the wealth management business strategies for the firm · - Manage client relationships and provide them high-quality bespoke investment advisory and solutions · - Identify and acquire prospects, and devise marketing strategies to expand AUM and revenue ...


  • SNAPHUNT PTE. LTD. Singapore

    **The Role** · Your Responsibilities will include: · - Acquiring and managing relationships with prospective clients to achieve sales targets and business objectives. · - Developing strong internal relationships to optimize service delivery and ensure all practices are in line wi ...


  • KS Talent Solutions Singapore

    Job Description · Prepare corporate and institutional credit proposals and coordinate with Risk department for approvals · Credit monitoring and asset reviews of the portfolio institutions including compliances with credit terms/ regulations. · Originate and onboard (complete KYC ...

  • IIX Global

    Relationship Manager

    3 hours ago


    IIX Global Singapore

    The Relationship Manager is responsible for managing and developing relationships with clients under Innovative Finance Team. The role involves identifying and understanding the financial needs of clients and providing them with appropriate financial solutions. The Relationship M ...


  • Bank of Singapore Singapore

    **Relationship Manager (Assistant Vice President/Vice President)** **-** **(**240000LX**)** · **Description** · **General Description** · This position is responsible for advising and maintaining client relationships in the marketing function. · **Main Duties** · - Develops and m ...


  • GREEN LINK DIGITAL BANK PTE. LTD. Singapore

    **About Us** · Green Link Digital Bank is Singapore's inaugural wholesale digital bank focusing on supply chain finance, mainly serving MSMEs and aiming to help MSMEs grow and improve digitization. · We are looking for a Relationship Manager for our Green Financing Team to grow o ...


  • ONYX SG PTE. LTD. Singapore

    Listed Financial Services Provider with over 50 years of trusted track record are currently seeking for a Relationship Manager to join their expanding business. · Reporting to the Team Lead, the Relationship Manager will be responsible for the hunting/sourcing/prospecting of new ...


  • Skillsforce Management Consultancy Pte Ltd Singapore

    Responsible for marketing and sales to new and existing SME customers in Singapore · Responsible for hire purchase loan, mortgage loan, property loan, machinery loan, commercial loan etc · Responsible for due diligence and sites visit/inspection · Responsible for the review of ex ...


  • Gravitas Recruitment Group Singapore

    We're searching for an Onshore Relationship Manager to join our rapidly expanding banking team. · **Responsibilities**: · - Build and maintain strong relationships with clients. · - Develop comprehensive understanding of client's financial needs. · - Offer suitable financial solu ...


  • Annexion Partners Pte Ltd Singapore

    Location: · - Singapore- Discipline: · - Client type: · - Contact: · - Ethan Tan- Reference: · Posted: · - 39 minutes ago**Key Responsibilities**: · Client Relationship Building: · - Develop and maintain strong relationships with HNW individuals, family offices, institutional inv ...