Private Banking Relationship Manager (ID: 550535) CBD location,NRI customer focus

PERSOLKELLY Singapore Pte Ltd
Singapore, Singapore
S$60k - S$100k
09 Jun 2022
09 Jul 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
  • 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.

  • 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

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)

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