Relationship Manager, Private Banking Department

Roles & Responsibilities

Job Descriptions

1. Acquire and onboard new PB clients onto the platform.

2. Growth of Net New Money and AUM.

3. Generating investment revenue of AUM.

4. Providing wealth management and banking services to clients.

5. Full compliance to rules and regulations governing the business.

Job Requirements

1. A network of client referral channels.

2. Ability to successfully convert and generate AUM into revenue.

3. Good financial market / product knowledge.

4. Keep abreast of market developments and opportunities and work closely with Investment Advisors to co-manage the portfolio of clients.

5. Deliver excellent service to clients and deepen relationship by value adding to clients’ wealth management needs with timely portfolio rebalancing and portfolio performance updates.

6. CACS certification is preferred.

Tell employers what skills you have

Wealth Management

Referrals

Microsoft Excel

Job Descriptions

Relationship Management

Career Development

Wealth

Loans

Private Banking

Compliance

Deposits

Financial Analysis

Banking

Financial Services