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Job summary
EFG International in Singapore is seeking a Relationship Manager to cultivate priority and premier client relationships in Private Banking. Candidates should have a minimum of 3 years of experience in banking, a strong entrepreneurial mindset, and knowledge of compliance and financial products. The role involves providing regulated investment advice, engaging with clients for their financial needs, and acquiring assets. This position offers opportunities to excel in a dynamic work environment focused on long-term client relationships.
Qualifications
Minimum 3 years of experience in Priority/Premier Banking.
Good knowledge of Compliance, AML topics, and Cross Border regulations.
Strong understanding of investment options and potential risks.
Responsibilities
Focus on intergenerational wealth transfer and next generation client engagement.
Provide regulated investment advice to clients and work with clients to meet their financial needs.
Acquire and develop profitable client relationships and bring on net new assets.
Skills
Relationship-building skills
Entrepreneurial mindset
Knowledge of financial products
Digital savvy
Education
Completed CACS paper 1 and 2
Job description
EFG International in Singapore is seeking a Relationship Manager to cultivate priority and premier client relationships in Private Banking. Candidates should have a minimum of 3 years of experience in banking, a strong entrepreneurial mindset, and knowledge of compliance and financial products. The role involves providing regulated investment advice, engaging with clients for their financial needs, and acquiring assets. This position offers opportunities to excel in a dynamic work environment focused on long-term client relationships.