Private Banking Relationship Manager
CHINA MERCHANTS BANK CO., LTD Bukit Merah Full-time
Job Description：
- Initiate and establish new relationship (accredited investor segment).
- Develop and strengthen their relationships with the Bank in accordance with relevant business goals.
- Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
- Up-sell and provide regular market colours and trend analysis to these customers.
- Contribute to the bottom-line of Private Banking through the accomplishment of profit and growth targets.
- Ensure superior customer service and contribute to the overall customer experience of the Bank. Understand the background and needs for mainland China UHNW clients.
- Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.
- Min degree or above with at least 3 years and above of relevant work experience in Private Banking/Wealth Management business;
- Prior experience in North Asia/China markets would be an added advantage.
- Passed CACS 1 and/or 2 certifications.
- Existing CMFAS certifications (e.g., M1, M5, M6, M6A, M8, M8A, M9, M9A, and HI) would be an added advantage.
- Business proficiency in both written and spoken English and Mandarin to liaise with internal and external Chinese stakeholders and clients.
- Sound understanding of economics, best market practices and investment products in the wealth management business.
- Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and meet project deadlines.
BDO UNIBANK, INC. (Singapore Branch)Bukit Merah
Job Summary
The Associate Relationship Manager (ARM) supports Relationship Managers in managing Private Banking clients by delivering timely sales, customer service, and administrative support aligned with bank policies and compliance standards...
Singapore River, 2 km from Bukit Merah
Principal Responsibilities:
• Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients.
• Oversee the total wealth of clients, matching financial and investment product solutions to their needs...
BANK OF SINGAPORE LIMITEDBukit Merah
Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking clients.
Responsibilities:
• Provide administrative and client service support...