Managing Director/Executive Director/Director, Relationship Management, Wealth Management - Singapore
仅限注册会员 Singapore, 中国
2周前
Job summary
We are seeking a Relationship Manager to join our team. As a Relationship Manager, you will be responsible for building, developing and maintaining long term client relationships by drawing on your already strong personal contact network.
Responsibilities
- Providing advice and investment solutions according to relevant legal and compliance requirements and sales efficiency standards and client profiling needs
- Be the brand ambassador for the bank to the clients
- Ensure and abide by the relevant KYC, Due Diligence, AML and Cross border activities and compliance to policies, procedures and regulatory requirements
- Follow and adhere to the bank's code of ethics and the Cross Border regulations
- Assist in other ad-hoc projects and client related matters
- Deputizing other RMs on ad-hoc basis (if necessary)
Qualifications
- Minimum 8 years' professional experience successfully advising High Net Worth Clients
- Proven track record in acquisition success and extensive product and investment knowledge
- Outstanding relationship management capabilities with strong analytical, risk management, marketing, communication and interpersonal skills
- Strong knowledge of the Wealth Management industry with deep understanding around the Compliance and Regulatory framework
- Fluency in English and relevant local language skills subject to the respective country teams
- Strong client acquisition, retention and business development skills
- CACS Paper 1 and 2
工作描述
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