private banking relationship manager (north asia / sea market) in Singapore

posted
contact
chaileng lim, randstad
job type
permanent
salary
S$ 12,000 - S$ 18,000 per month

job details

posted
location
singapore
specialism
banking & financial services
job type
permanent
working hours
Full-Time
salary
S$ 12,000 - S$ 18,000 per month
experience
8 years
reference number
91M0151460_1621765910
contact
chaileng lim, randstad
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job description

about the company
Our client is a boutqiue private bank, offering a wide suite of investment and wealth management products. Keeping it small with the aim of delivering bepoke solutions according to individual investment needs, they have set themselves apart from the other private banks.

about the job

  • Manage a portfolio of high networth clients both locally and offshore (North Asia and South East Asia markets)
  • Provide constant update to clients with regards to investment and financial markets
  • Ensure compliance to account opening, KYC and AML guidlines
  • Maintain good relationship with clients, understand and anticipate their wealth management and protection needs
  • Follow up on client referrals from the Bank's network
  • Attend product and funds training


about the manager/team
You will be expected to work closely with product and client service team to ensure prompt response and updates .


skills and experience required

  • Min Degree holder
  • Obtained CMFAS papers and CACS 1 &2
  • Min 8 years of wealth management sales experience
  • Proven and consistent revenue track records with good product knowledge across all asset classes
  • Self motivated and team player


To apply online please use the 'apply' function, alternatively you may contact Chai Leng at 65101460 .
(EA: 94C3609/ R1108371 )




skills

CMFAS certified

qualification

Obtained CMFAS certification and CACS Paper 1&2

responsibilities

You will be responsible for acquiring and serving a portfolio of high networth clients, and cross-sell range of private banking products according to individual financial and investment needs.

educational requirements

Bachelor Degree