Private Banking Relationship Manager | Grow Client Wealth

Bank of Singapore, Asia’s Global Private Bank; Hong Kong; Vor Ort; HKD 900.000 - 1.800.000; Vollzeit

Zusammenfassung

Bank of Singapore Limited, Hong Kong Branch is seeking an experienced Relationship Manager to build and manage client relationships within its private banking segment. You will work to achieve revenue targets, partnering with Investment Counsellor and other groups to grow a dedicated client base while maintaining compliance with HKMA regulations.

Ideal candidates have at least five years of relationship management experience, strong sales and advisory skills, and a track record of growing client

Qualifikationen

• Degree holder with good results especially in banking and finance-related fields.
• Minimum 5 years’ related experience in Relationship Management.
• Possess high conduct credentials, ethics, honesty and integrity which align with the Bank’s desired culture, values and behaviours.

Aufgaben

• Develop, maintain and manage client relationships
• Achieve annual revenue targets and objectives.
• Work closely and partner with Investment Counsellor, Investment Services Group, and other counterparts to develop and maintain a group of dedicated clients.
• Build market share and enhance client asset size over time.
• Source prospects and actively involved in developing new business; and capitalize business opportunities.
• Keep up-to-date knowledge on market trend, keep abreast of different investment products and services, and give input for new product development based on valuable awareness of client’s investment needs.
• Create networking synergies with other OCBC businesses.
• Manage the performance of Marketing Associate, including setting clear objectives, directing daily work, and skills development.
• Provide investment execution and advisory service to clients (e.g. SFC type 1 and type 4 regulated activity)
• Maintain systems and controls to ensure the Bank comply with rules and regulations in accordance with SFC Code of Conduct and HKMA Guidelines by observing BOS policies and regulations at all times, aligning with BOS's culture, maintaining data confidentiality, keeping client profiles and documentation up-to-date, keeping scorecard and minimizing discrepancies in client documentations, transaction records and credit exceptions, conducting suitability, product due diligence and maintaining records on selling of investment products.

Jobbeschreibung

Bank of Singapore Limited, Hong Kong Branch is seeking an experienced Relationship Manager to build and manage client relationships within its private banking segment. You will work to achieve revenue targets, partnering with Investment Counsellor and other groups to grow a dedicated client base while maintaining compliance with HKMA regulations.

Ideal candidates have at least five years of relationship management experience, strong sales and advisory skills, and a track record of growing client