Relationship Manager (Private Banking Market : Philippines, Singapore and Hong Kong | CACS Paper 1 & 2) - Perm Role | CSBU03

Roles & Responsibilities

Relationship Manager

This is perm role for a Private Bank for HNWI

License Requires : CACS Paper 1 & 2

Market : Philippines, Singapore and Hong Kong

Job Summary :

• High-level professionals who manage an affluent customer’s wealth holistically.
• Directly responsible for interfacing and engaging with clients on a day-to-day basis with the objective to grow and protect the clients’ wealth for the enjoyment of their successors and their heirs.
• Consultative process and gather information about the client’s needs & wants
• Tailor a personalized strategy that uses a range of financial products and services.
• Customize investment strategies to address each client’s unique circumstances as well as specific preferences for income, liquidity, and risk.
• Pursue cross-border investment opportunities to enhance returns and provide additional diversification.
• Expected to achieve the annual business targets on business development, relationship management and customer profile balances based on more complex investment requirements while ensuring accurate and timely completion of the entire sales and compliance process.

Responsible for achieving business targets through the following :

A. Business Development

Achieves business targets on acquiring, on-boarding and deepening of Mass affluent customers.

B. Client Relationship Management

Interested applicants, please click " APPLY NOW "

We regret to inform you that only shortlisted candidates will be notified.

By submitting your personal data and / or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Joselito || EA Registration : R25126580

Tell employers what skills you have

Wealth Management

Referrals

Investment Strategies

Microsoft Excel

Tolerance

Wealth Management Services

Relationship Management

Career Development

Wealth

Loans

Private Banking

Transparency

Financial Analysis

Communication Skills

Banking

Wealth Preservation