Private Banking Relationship Manager (ID: 550535) CBD location,NRI customer focus
- Employer
- PERSOLKELLY Singapore Pte Ltd
- Location
- Singapore, Singapore
- Salary
- S$60k - S$100k
- Posted
- 09 Jun 2022
- Closes
- 09 Jul 2022
- Ref
- 15338343
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
Responsibilities
Requirements:
For interested parties, please send resume to raymond_gan@persolkelly.com
We regret that only shortlisted candidates will be notified
PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E
EA License No. 01C4394 •EA Registration No: R1988743 (Raymond Gan)
By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates collecting, using and disclosing my personal data for the purposes set out in the Privacy Policy which is available at www.persolkelly.com.sg . I also acknowledge that I have read, understood, and agree to the said Privacy Policy.
- Understand client requirements, ensure superior service and provide regular updates to the client on financial markets developments and on clients' portfolios
- Acquire High Net-worth Clients & nurture existing relationships
- Facilitate FCNR / INR deposits as per the applicable product framework as part of overall asset allocation.
- Provide appropriate investment advice to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
- Conducting financial need mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs
- Construction of customized portfolio proposals for clients through allocation of client funds into products across debt, equity and other asset classes
- Active review and re balancing of client's AUM through timely buy/sell/hold calls triggered by clients' preferred or recommended allocation
- Responsible for striving towards the AUM Growth & Revenue generation from the relationships with Private Banking, Singapore
- Responsible for ensuring regulatory compliance as laid down by relevant teams/authorities at all times
- To have a keen understanding and full awareness of, and adherence to, in-country regulatory framework, rules of engagement in the sales and marketing of investment.
Requirements:
- Minimum Degree Holder or equivalent
- Good understanding of the Indian customer segment
- Relevant sales/ account management experience in Private Banking
For interested parties, please send resume to raymond_gan@persolkelly.com
We regret that only shortlisted candidates will be notified
PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E
EA License No. 01C4394 •EA Registration No: R1988743 (Raymond Gan)
By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates collecting, using and disclosing my personal data for the purposes set out in the Privacy Policy which is available at www.persolkelly.com.sg . I also acknowledge that I have read, understood, and agree to the said Privacy Policy.