Relationship Manager (Private Banking)

Employer
Bank of China Limited, Singapore Branch
Location
Singapore, Singapore
Salary
$8,000 - 16,000
Posted
22 Jul 2022
Closes
21 Aug 2022
Ref
13991099
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Job Descriptions

1. Acquire and onboard new PB clients onto the platform

2. Growth of Net New Money and AUM

3. Generating investment revenue of AUM

4. Providing wealth management and banking services to clients

5. Full compliance to rules and regulations governing the business

Job Requirements

1. A network of client referral channels

2. Ability to successfully convert and generate AUM into revenue

3. Good financial market/product knowledge

4. Keep abreast of market developments and opportunities and work closely with Investment Advisors to co-manage the portfolio of clients

5. Deliver excellent service to clients and deepen relationship by value adding to clients' wealth management needs with timely portfolio rebalancing and portfolio performance updates.

6. CACS certification is preferred.

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