Assistant Relationship Manager (Private Wealth Management)

TAIPEI FUBON COMMERCIAL BANK CO., LTD. SINGAPORE BRANCH; Singapore; On-site; SGD 70,000 - 120,000; Full time

Job summary

TAIPEI FUBON COMMERCIAL BANK CO., LTD. SINGAPORE BRANCH is seeking an Assistant Relationship Manager to grow the AUM of high net worth clients through tailored relationship management and cross-division coordination.

You will coordinate onboarding, cross-referrals, and ensure exemplary service across investment and wealth management needs. In this role you will work closely with the Relationship Manager, understand risk and compliance requirements, and assist in implementing strategic plans and

Qualifications

• Degree in relevant discipline from a recognized university.
• 1-4 years of experience in private banking.
• Good communication and organization skills, with the ability to interact with senior stakeholders in Taiwan.
• Owning the eligible RNF qualification or passed the required exams.
• Completed CACS Paper 1 & 2

Responsibilities

• Assist Relationship Manager of the team to acquire and grow the AUM of high net worth client through effective relationship management, with special focus on the needs of client's financial or wealth management target.
• The cross referral case as a contact window with different business divisions to help on administration work or on boarding client.
• Work closely with the Relationship Manager to provide the high quality services to the high net worth clients to meet their needs either in investment or for wealth management purposes.
• Be aware and understand the level of risk associated with all products and services and ensures that the adherence to compliance rules and risk management when exercises the job; and make sure that all related information are properly disclosed to the clients.
• Assist the Team Head to implement and execute the strategic plans, and actively engage in business development activities.

Education

Bachelor's degree or equivalent in a relevant discipline

RNF qualification

CACS Paper 1 & 2

Relationship management

Communication

Job description

Job Description

• Assist Relationship Manager of the team to acquire and grow the AUM of high net worth client through effective relationship management, with special focus on the needs of client's financial or wealth management target.
• The cross referral case as a contact window with different business divisions to help on administration work or on boarding client.
• Work closely with the Relationship Manager to provide the high quality services to the high net worth clients to meet their needs either in investment or for wealth management purposes.
• Be aware and understand the level of risk associated with all products and services and ensures that the adherence to compliance rules and risk management when exercises the job; and make sure that all related information are properly disclosed to the clients.
• Assist the Team Head to implement and execute the strategic plans, and actively engage in business development activities.

Job Requirement

• Degree in relevant discipline from a recognized university.
• 1-4 years of experience in private banking.
• Good communication and organization skills, with the ability to interact with senior stakeholders in Taiwan.
• Owning the eligible RNF qualification or passed the required exams.
• Completed CACS Paper 1 & 2