
Search by job, company or skills
Position Title: Relationship Manager - Private Banking
Job Description:
We are seeking a Relationship Manager to join our Private Banking team, managing a portfolio of high-net-worth clients. You will provide tailored investment advisory, build long-term client relationships, and serve as a trusted advisor while promoting the Bank's brand and delivering exceptional service.
Key Responsibilities:
Develop and maintain relationships with high-net-worth individuals.
Provide investment advisory across a range of wealth management products and solutions.
Act as a trusted advisor, enhancing client satisfaction and the Bank's brand.
Ensure compliance with regulatory and internal policies in all client interactions.
Perform any other duties as assigned by the Head of Department.
Requirements:
Recognised Bachelor's degree or higher, preferably in Business, Banking & Finance, or a related discipline.
Minimum 5 years of experience as a Premier Banking RM, or minimum 2 years in Private Banking RM.
Fluent in English and Mandarin to liaise effectively with clients and internal stakeholders.
Relevant certifications: CACS, CMFAS (M9, M9A, M5, HI) preferred.
Strong interpersonal skills, able to work independently and collaboratively within a team.
Professional, client-focused, proactive, and results-oriented.
Job ID: 135452123