RM – Private banking recruitment
Private Banking Relationship Managers
Roles Responsibilities:
The individual will be responsible for managing the relationship of affluent clients and achieving the revenues and other targets set.
Key Objective
- Meet or exceed the revenues and other targets set by Management
- Assist the Team Manager to identify and grow business opportunities in the assigned market
- Assist the Team Manager in the day-to-day management of the team, including providing mentorship to junior Relationship Managers
Customer Franchise
- Proactively manage and evaluate portfolio with customers
- Responsible for recommending investments to customers based on their risk profiles
- Responsible for acquisition of new clients in the assigned market
- Responsible for increasing Assets Under Management from existing as well as new clients
- Maintain a Call Plan of all marketing calls
Risk Management
- Comply with all regulatory requirements and corporate policies
- Meet operational standards and requirements laid down by Management
- Manage all customer issues effectively
Requirements:
• University degree or the equivalent in professional qualification
• Minimum 5 years relevant banking experience
• Prior experience in treasury/investment products will be an advantage
• Possess strong implementation abilities to identify business development opportunities in the assigned markets
• Understand the needs of the affluent market
• Professional attitude and integrity
• Excellent interpersonal skills
• Able to exceed customer expectations and offer creative and appropriate solutions
• Possess a good understanding and knowledge of investment and banking products and services
• Possess a good understanding of the regulatory requirements and legal framework of host countries for the private banking business
Interested candidates may apply via this job portal or forward your resume in Word format to may@elitegp.com.
You may also call May Tai at 65-90178924 for a confidential discussion.
EA Registration ID: R1109316
EA Licence: 06C4300