Relationship Manager_ International Private Banking

CTBC Bank Co., Ltd
Singapore, Singapore
22 Feb 2023
17 Mar 2023
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
  • Generates target market prospects through a number of innovative and sustainable channels
  • Converts target market prospects into clients
  • Cross-sell products & services to existing clients
  • Acquires net new assets to achieve targeted AUM
  • Generates revenue to meet agreed upon goals
  • Develops and maintains good relationships with clients
  • Achieves returns on clients portfolio according to their needs and expectations
  • Effectively interacts with network and available internal resources to provide solutions to meet client needs
  • Continuously develops own product knowledge
  • Delivers, monitors and reviews solutions to clients based on clients investment profile
  • Complies with regulations, policies and guidelines
  • Highlights, mitigates and protects the bank against credit, legal, reputation and other risks
  • Review and respond to AML transaction monitoring queries on transactions highlighted
  • Conduct periodic and timely reviews of clients accounts
  • Attend mandatory compliance and other trainings
  • Alert team lead, market head and LCD of any suspicious transactions

Key Competencies
  • Degree from a reputed university
  • Minimum 5 years marketing experience in Banking industry
  • Knowledge and hands-on experience in private banking business, including customer segments and products
  • Appropriate qualifications to advise/sell investment and other products
  • Excellent communication and negotiation skills with the ability to influence outcomes
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