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Private Banking Relationship Manager

Private Banking Relationship Manager

HaysSingapore
30+ days ago
Job description

Your new company

Join an Asian bank renowned for its commitment to excellence and innovation in the banking sector. Your new company is dedicated to providing top-tier financial services and solutions to a diverse clientele across the region. They pride themselves on fostering a dynamic and inclusive work environment where professional growth and development are highly encouraged.

Your new role

My client is seeking a Private Banking Relationship Manager to manage their private wealth customer portfolio, predominantly Indonesia-based.

  • Initiate and establish new relationships (accredited investor segment)
  • Conduct all required Know Your Customer (KYC), AML process, procedures and documentation
  • Have oversight of the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentation, product agreements and service level agreements
  • Handle the onboarding process for new clients to ensure a smooth transition and introduction to the brand’s products or services
  • Maintain long-term relationships with clients through regular communication and personalised support
  • Improve and meet sales targets through long-term customer retention

What you'll need to succeed

  • Degree holder with at least 5 years of relevant experience
  • Experienced in wealth management services to EA, Mass Affluent and HNWI – particularly Indonesian clients
  • Improve and meet sales targets through long-term customer retention
  • Good knowledge of financial and investment products
  • Knowledge of relevant regulatory governance in the market
  • Familiar with Indonesian culture and the ability to converse with Indonesian clients and formulate reports in Bahasa to Head Office

    • What you'll get in return

  • A competitive salary and comprehensive benefits package
  • Opportunities for professional growth and development
  • The chance to work with a growing financial institution and have a significant impact on its success
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