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Relationship Manager (Private Banking)

salary Salary :

$7,000 - 10,000 monthly

icon briefcase Job Type : Full Time

Number of Applicants

 : 

000+

Click to reveal the number of candidates who applied for this job.

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Job Description - Relationship Manager (Private Banking)

My client, a leading Chinese bank, is looking to hire experienced Relationship Manager (Private Banking) to join their team.

Key Responsibilities: -

  • Initiate and establish new relationship (accredited investor segment).
  • Develop and strengthen their relationships with the Bank in accordance with relevant business goals.
  • Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
  • Up-sell and provide regular market colours and trend analysis to these customers.
  • Contribute to the bottom-line of Private Banking through the accomplishment of profit and growth targets.
  • Ensure superior customer service and contribute to the overall customer experience of the Bank. Understand the background and needs for mainland China UHNW clients.
  • Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.

The ideal candidate will possess the following:

  • Min degree or above with at least 3 years and above of relevant work experience in Private Banking/Wealth Management business;
  • Prior experience in North Asia/China markets would be an added advantage.
  • Passed CACS 1and/or 2 certifications.
  • Existing CMFAS certifications (e.g., M1, M5, M6, M6A, M8, M8A, M9, M9A, and HI) would be an added advantage.
  • Business proficiency in both written and spoken English and Mandarin to liaise with internal and external Chinese stakeholders and clients.
  • Sound understanding of economics, best market practices and investment products in the wealth management business.
  • Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and meet project deadlines.

If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to [email protected]. Only shortlisted candidates will be notified.

Data provided is for recruitment purposes only Business Registration Number:200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269.

Original job Relationship Manager (Private Banking) posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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About the Company

AMBITION GROUP SINGAPORE PTE. LTD.

Ambition is a leading global boutique recruitment business listed on the Australian Securities Exchange. With coverage across Hong Kong, Singapore, Sydney, Melbourne, Brisbane, and London we specialise within the areas of Banking & Financial Services, Finance & Accounting, Sales & Marketing, Supp...

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