Private Banking Relationship Manager
CHINA MERCHANTS BANK CO LTDSingapore, SG.01, Singapore2 days ago
Job descriptionRecognized Full Time University graduate with minimum 3 years of relationship manager experience in Private Banking business, specifically in North Asia markets. Sound understanding of economics, best market practices and investment products in the wealth management business. Possess existing CMFAS certifications (e.g., M1, M5, M6, M6A, M8, M8A, M9, M9A, and HI); CACS Level 1 and 2 certifications would be an added advantage. Business proficiency in both written and spoken Mandarin besides English, enabling effective service to Chinese clients. Good team player with strong interpersonal and communication skills to work well with all levels of counterparts. Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and meet project deadlines.
Job Description :
- Initiate and establish new relationship (accredited investor segment).
- Develop and strengthen their relationships with the Bank in accordance with relevant business goals.
- Conduct all required Know Your Customer (KYC), AML process, procedures and documentations.
- Up-sell and provide regular market colors and trend analysis to these customers.
- Contribute to the bottom-line of Private Banking through the accomplishment of profit and growth targets.
- Ensure superior customer service and contribute to the overall customer experience of the Bank. Understand the background and needs for mainland China UHNW clients.
- Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.
Requirements :
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Relationship Manager • Singapore, SG.01, Singapore