Private Banking Relationship Manager
- Employer
- Search Ally Pte Ltd, EA Licence No: 18C9289
- Location
- Singapore, Singapore
- Salary
- Competitive
- Closing date
- Dec 29, 2022
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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RESPONSIBILITIES:
REQEUIREMENTS:
SEARCH ALLY PTE LTD | [EA License Number] 18C9289 | [Registration Number] R155129
- 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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