Private Banking Relationship Manager (Station in Singapore)
- Employer
- One Heritage Capital Management Limited
- Location
- Singapore, Singapore
- Salary
- Basic + Commission
- Closing date
- May 13, 2023
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Job responsibilities:
To meet the challenge, you should have the following qualifications and attributes:
Disclaimer: The personal data is collected for recruitment and employment purposes only.
- 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)
Disclaimer: The personal data is collected for recruitment and employment purposes only.
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