- 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.
- 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.
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Private Banking Relationship Manager - Singapore - UPPER SPRING CONSULTING PTE. LTD.
Description
Roles & ResponsibilitiesWe are representing our client, an established large chinese bank, to look for Private Banking Relationship Managers to complement the existing team in Singapore.
Responsibilities
Requirements
Product Knowledge
Wealth Management
Referrals
Investment Advisory
Know Your Client - KYC
Private Banking
Risk Management
Compliance
Advising Clients
Regulatory Requirements