Company Overview
Our client is a well‑established Chinese private banking platform with a growing international presence, serving HNW and UHNW clients through comprehensive wealth management, investment advisory, and credit solutions. Backed by a strong balance sheet and onshore–offshore connectivity, the bank places a strong emphasis on prudential risk management, regulatory discipline, and relationship‑driven banking, and is selectively expanding its private banking franchise through measured, sustainable growth.
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 documentation.
- Up-sell and provide regular market colours 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.
Qualifications
- Recognised 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.
- Relevant certifications such as CACS, CMFAS RES1B and RES2B (or RES12B), RES5, CM-EIP and CM-SIP (or CM-CMP), and CM-CIS, are strongly preferred.
- Equivalent old CMFAS certifications (e.g., M1A/M1B, M2A, M5, M6, M6A, M8, M8A) are acceptable if still valid.
- 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.
We regret to inform that only shortlisted candidates will be notified.
We a ppreciate your understanding.
EA: JAC Recruitment Pte. Ltd.
EA Licence: 90C3026
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