Job Purpose
The function of Private Wealth Group, relates to a client-facing role and provides financial advisory services to HNWIs.
This incumbent will work closely with Assistant Relationship Managers (ARM), Middle Office and Credit Solution Team. To manage client portfolio and sales KPI figures (Profit and AUM). Geographical coverage predominantly in Singapore, but client portfolio include high net worth individuals in Japan, Indonesia, Thailand , Malaysia and other Asian countries.
Job Responsibilities
- Achieve Sales KPI.
- Provide banking products/services for HNWI (Non-Japanese and Japanese) in Asia in collaboration with RM of SMBC Nikko securities.
- Carry out operational work incidental to sales activities (on-boarding activities including KYC, account reviews, executing banking requests) with the help of ARMs.
- Work closely with team members, several departments (Deposit, Remittance, Treasury etc) in Singapore and external partner on operational work of banking transactions.
- Act as liaison with Japanese clients and counterpart in Japan headquarter.
- Comply and adhere to regulatory, compliance and internal policies, including responses to transaction monitoring alerts.
- Provide support on any other duties assigned.
Job Requirements
- Degree in Finance/Accounting/Economics or related disciplines.
- Proficient in Japanese language would be advantageous as the role requires to make presentations and communicate with clients in Japanese
- Minimum 3 years of relevant experience in the Banking environment, preferably, Private Banking.
- Able to pass CACS 1 and 2 within 3 months post joining.
- Able to perform accurate, precise and timely mannered operations.
- Excellent understanding and knowledge in Banking and Investment products.
- Strong team player with high level of initiative with sustainable and continuous desire and efforts to tackle and break through difficult tasks in order to establish client base.
- Excellent communication skills with a pleasing personality.
- Strong client servicing skill and ability to deal with complex issues.
