Toa Payoh - Assistant Relationship Manager (Private Wealth Management)
TAIPEI FUBON COMMERCIAL BANK CO., LTD. Singapore Branch Toa Payoh Permanent
Job Description
- Assist Relationship Manager of the team to acquire and grow the AUM of high net worth client through effective relationship management, with special focus on the needs of client’s financial or wealth management target.
- The cross referral case as a contact window with different business divisions to help on administration work or on boarding client.
- Work closely with the Relationship Manager to provide the high quality services to the high net worth clients to meet their needs either in investment or for wealth management purposes.
- Be aware and understand the level of risk associated with all products and services and ensures that the adherence to compliance rules and risk management when exercises the job; and make sure that all related information are properly disclosed to the clients.
- Assist the Team Head to implement and execute the strategic plans, and actively engage in business development activities.
- Degree in relevant discipline from a recognized university.
- 2-4 years of experience in private banking.
- Good communication and organization skills, with the ability to interact with senior stakeholders in Taiwan.
- Owning the eligible RNF qualification or passed the required exams.
- Completed CACS Paper 1 & 2
Recruit ExpressToa Payoh
Support the Relationship Managers in operational duties including taking investment orders, remittances, account documentations and credit modifications
• Provide client relationship building and account maintenance to facilitate the business...
Singapore River, 5 km from Toa Payoh
of credit reviews.
Requirements:
• A strong team player who is driven, proactive, and maintains a positive attitude.
• Knowledge in Receivable Services is a must.
• At least 5 years of experience in relationship management and credit - in a commercial...
TALENTS CONNECTToa Payoh
Are you a dynamic and results-driven individual who thrives in a fast-paced, client-facing environment? Do you have a passion for financial sales and wealth management? If you’re looking for a career that offers uncapped earning potential, career...