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Private Banking Relationship Manager (Station in Singapore)

Employer
One Heritage Capital Management Limited
Location
Singapore, Singapore
Salary
Basic + Commission
Closing date
May 13, 2023

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Job responsibilities:
  • Originate, develop and maintain client relationships within the high-net-worth segment
  • Understand clients' wealth management needs and formulate appropriate solutions to meet the needs based on the clients' circumstances and risk appetite
  • Provide banking services and execute transactions for clients on a timely and effective manner
  • Monitor clients' portfolio and provide timely update to clients as appropriate
  • Perform regular reviews with clients to re-assess client's risk profile, wealth management needs and other customer details
  • Provide efficient and high quality professional services and ensure a consistent delivery of good service standards and proposition
  • Perform tasks in accordance with regulatory and compliance requirements

To meet the challenge, you should have the following qualifications and attributes:
  • Degree holder Minimum 3 years of relevant working experience in banking industry or investment business serving high net worth customers
  • Familiar with KYC and account documentation with knowledge of wealth management products Excellent selling, relationship building and interpersonal skills
  • Strong self-initiative and able to work under pressure
  • Professional Investment licensing qualifications in Singapore
  • Good command of both written and spoken English and Chinese (including Cantonese and Putonghua)


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