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Private Banking Relationship Manager

Employer
Search Ally Pte Ltd, EA Licence No: 18C9289
Location
Singapore, Singapore
Salary
Competitive
Closing date
Dec 29, 2022

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
RESPONSIBILITIES:
  • Generates target market prospects through a number of innovative and sustainable channels
  • Converts target market prospects into clients
  • Cross-sell products & services to existing clients
  • Acquires net new assets to achieve targeted AUM
  • Generates revenue to meet agreed upon goals
  • Seeks referrals from existing clients.
  • Develops and maintains good relationships with clients.
  • Achieves returns on clients' portfolios according to their needs and expectations.
  • Effectively interacts with network and available internal resources to provide solutions to meet client needs.
  • Continuously develops own product knowledge.
  • Delivers, monitors and reviews solutions to clients based on clients' investment profiles
  • Complies with regulations, policies and guidelines
  • Highlights, mitigates and protects the bank against credit, legal, reputation and other risks
  • Minimize errors in transaction execution and service delivery
  • Review and respond to AML transaction monitoring queries on transactions highlighted
  • Conduct periodic and timely reviews of clients' accounts
  • Attend mandatory compliance and other trainings.
  • Alert team lead, market head and LCD of any suspicious transactions.

REQEUIREMENTS:
  • Degree from a reputed university
  • Minimum 8 years' experience in Private Banking industry
  • Knowledge and hands-on experience in private banking business, including customer segments and products
  • Experience in dealing with Mandarin-speaking stakeholders and documents
  • Appropriate qualifications to advise/sell investment and other products.
  • Excellent communication and negotiation skills with the ability to influence outcomes
  • Delivering results and meeting customer's needs

SEARCH ALLY PTE LTD | [EA License Number] 18C9289 | [Registration Number] R155129

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