Wealth Management Relationship Manager

3-5 Years

SGD 10,000 - 17,000 per month

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Early Applicant

Job Description

JOB PURPOSE

To acquire, develop and service long-term relationships with Wealth Management clients.
To work collaboratively with internal specialists to provide investment & wealth solutions to meet client needs.

KEY RESPONSIBILITIES

Generates target market prospects through a number of innovative and sustainable channels
Converts target market prospects into clients
Cross-sell products & services to existing clients
Acquires net new assets to achieve targeted AUM
Generates revenue to meet agreed upon goals
Seeks referrals from existing clients.
Develops and maintains good relationships with clients.
Achieves returns on clients portfolio according to their needs and expectations.
Effectively interacts with network and available internal resources to provide solutions to meet client needs.
Continuously develops own product knowledge.
Delivers, monitors and reviews solutions to clients based on clients investment profile
Complies with regulations, policies and guidelines
Highlights, mitigates and protects the bank against credit, legal, reputation and other risks
Minimize errors in transaction execution and service delivery
Review and respond to AML transaction monitoring queries on transactions highlighted
Conduct periodic and timely reviews of clients accounts
Attend mandatory compliance and other trainings.
Alert team lead, market head and LCD of any suspicious transactions.

KEY MEASURABLES

KEY COMPETENCIES

Degree from a reputed university
Minimum 3 years marketing experience in Banking industry
Key stakeholders are mostly Mandarin speaking hence proficiency in Mandarin is essential
Knowledge and hands-on experience in wealth management business, including customer segments and products
Excellent communication and negotiation skills with the ability to influence outcomes