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Relationship Manager (Private Bank)

5-7 Years
  • Posted 13 hours ago
  • Be among the first 10 applicants

Job Description

Our client is an established Private Bank. 

Job Responsibilities
  • Grow the business through proactive acquisition and retention of HNW/UHNW clients
  • Responsible for achieving annual revenue targets and objectives
  • Build and develop a deep understanding of clients investment needs
  • Ensure accuracy in product documentation including credit facilities
  • Comply to all guidelines and regulations
 
Skills and Requirements
  • Bachelor's degree and possess professional qualifications: CMFAS and CACS
  • Minimum 5 years of relevant wealth management experience
  • Strong understanding of financial products and financial instruments
  • Able to collaborate effectively across departments
 
Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112

More Info

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About Company

Job ID: 151501271

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