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Private Banking Team Head - D01 Cecil, Marina, People’s Park, Raffles Place, SG

Private Banking Team Head - D01 Cecil, Marina, People’s Park, Raffles Place, SG

UPPER SPRING CONSULTING PTE. LTD.D01 Cecil, Marina, People’s Park, Raffles Place, SG
19 days ago
Job description

Roles & Responsibilities

We are representing our client, an established multi-national bank, to look for a Private Banking ("PB") Team Head to lead and manage all the PB Relationship Managers and Assistant Relationship Managers in the Singapore Branch.

Job Description

  • Develop customer base, enhance PB products and services to meet the department designated business plan while adhering to the Bank and PB policies and procedures.
  • Maintain client business relationship.
  • Supervise and mentor the PB Relationship Managers and Assistant Relationship Managers to meet their respective KPIs.
  • Review and / or approve the ongoing exception transactional requests, customer due diligence and documentation submitted by the Relationship Managers.
  • Manage the staff resources and staff training to ensure the continuity of business activities and customer service.
  • Complete tasks and deliver projects assigned by the Management.

Requirements

  • Bachelor degree or above.
  • CACS Papers 1 & 2.
  • At least 5 years of team management experience and more than 10 years of experience as a Relationship Manager in PB / Private Wealth Management.
  • Strong in analysis, coordination and communication skills.
  • Effectively bilingual in English and Chinese in order to communicate with the English and Chinese speaking clients.
  • Tell employers what skills you have

    Product Knowledge

    Wealth Management

    Referrals

    Investment Advisory

    Know Your Client - KYC

    Private Banking

    Portfolio Management

    Networking

    Advising Clients

    Team Management

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    Private Banking Team Head • D01 Cecil, Marina, People’s Park, Raffles Place, SG

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