Wealth Management Relationship Manager (Ultra-High/High Net Worth)

15-50 years
16000 - 22000 SGD monthly
11 days ago 3 Applied
Job Description

Key Responsibilities

  • Meet annual goals / budgets set by manager for self
  • Develop existing and new relationships
  • Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
  • Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix
  • Cultivate and manage relationships with other areas of the Bank to promote cross-selling
  • Ensure product documentation including credit facilities is at all times correct and appropriate
  • Maintain good level of knowledge of the Bank's systems and regulatory environment

    Financial Security
  • Ensure compliance with Bank's policies/procedures and regulatory requirements, in particular with regards to the KYC responsibilities and duties, as per relevant policies and procedures, and the summary of responsibilities list attached hereto

    Control Aspect
  • Direct contribution to the Bank's operational permanent control framework
  • Responsible for the implementation of operational permanent control policies and procedures in day-to-day business activities, such as Control Plan
  • Comply with regulatory requirements and internal guidelines
  • Responsible for ensuring direct reports comply with regulatory requirements and internal guidelines
  • Responsible for reporting all incidents according to the Incident Management System

Qualifications - External

  • University degree
  • Relevant banking experience
  • Must fulfill the fit and proper criteria of relevant regulators
  • Must fulfill the CACS requirements
  • Client-focused with excellent interpersonal and communication skills
  • A team player with good initiative and team spirit
  • Relevant language skills


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