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
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Responsibilities:
Requirements:
Certification/Licensing Requirements:
- 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
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