Relationship Manager-Private Banking - Geylang

apartmentTHE BANK OF EAST ASIA LIMITED placeGeylang scheduleFull-time calendar_month 

Responsibilities:

  • Responsible for identifying, developing & maintaining major client relationships and advising them on investments further to assessing their needs, desires and risk profile
  • Conduct all required Know Your Customer (KYC), AML process and documentation
  • Provide superior customer service and contribute to the overall customer experience of the Bank
  • Able to work on client acquisition and generate revenue from AUM
  • Adhere and be in compliance with rules and regulations governing the business

Requirements:

  • Bachelor’s / University degree preferred
  • Minimum 5 years' of relevant experience in investment management/asset management/banking (preferrably Private banking) /marketing; of which, minimum 3 years at supervisory level preferred
  • Good knowledge of credit, risk control, investment products
  • Good financial knowledge and is CACS certified
  • Possess strong understanding on the background and needs for mainland China UHNW clients
  • A good team player with strong interpersonal and communication skills
  • Willingness to work under a dynamic environment and handle ad hoc assignments and projects
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