Relationship Manager (Banking Wealth Management)
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Must-have:FinTech
Responsibilities:
- Acquire, develop and service long-term relationships with high net worth clients.
- Work collaboratively with internal specialists to provide investment & wealth solutions to meet client needs.
- Generate target market prospects through a number of innovative and sustainable channels
- Convert target market prospects into clients
- Cross-sell products & services to existing clients
- Acquire net new assets to achieve targeted AUM
- Generate revenue to meet agreed upon goals
- Seek referrals from existing clients.
- Develop and maintains good relationships with clients.
- Achieve returns on clients portfolio according to their needs and expectations.
- Deliver, monitor and review solutions to clients based on clients investment profile
- Highlight, mitigate and protect 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 review of clients accounts
Requirements:
- Degree in a relevant discipline
- Min 3 years of relevant experience in Wealth Management/ Private Banking as a Relationship Manager
- CACS 1 & 2
Account Manager:
- Rayner Kong Jenn-Rio (R1106978)
- rayner.kong@searchasia.com.sg
- EA16S8107