Skip to main content

This job has expired

You will need to login before you can apply for a job.

Relationship Manager, Private Wealth Management

Employer
HL Bank
Location
Singapore, Singapore
Salary
S$13k - S$14k
Closing date
Apr 20, 2023

View more

Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities:
  • Source for and acquire new clients that are in line with the Bank's Wealth Management target markets (Southeast Asia)
  • Build, manage and deepen new and existing relationships with clients so to enable to a long term and holistic banking relationship with the Bank
  • Work closely with Investments Counsellors 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
  • Aspire to achieve individual performance objectives, from client book development, sales /financials, to upholding risk/compliance culture
  • Have a comprehensive understanding of the local regulatory requirements of the investment advisory business and apply this knowledge appropriately
  • Ensure that all transactions comply with the Bank and regulatory requirements
  • Conduct business with a high degree of professionalism and integrity

Requirements:
  • Bachelor's degree from an accredited university
  • At least 5 - 10 years' relevant banking experience with a proven track record in the private banking/wealth management segment covering Greater China market
  • Solid sales record in asset acquisition and generating sustainable revenue is expected in the role
  • Strong business development skills with a network of client referral channels
  • A self-starter and team player with the ability to collaborate widely with various internal stakeholders to drive client acquisition and retention
  • Strong understanding of financial services industry and demonstrate a strong interest in financial, global and capital markets
  • Excellent interpersonal skills and ability to build and foster a strong network of relationships
  • Highly motivated, ability to work independently and determined to work in a platform of growth and entrepreneurial company

Certification/Licensing Requirements:
  • M1B / M5 /M6 / M6A / M8 / M8A
  • CACS (Client Advisor Competency Standards) Paper 1 & 2

Sign in to create job alerts

Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.

Create alert