NRI Private Banking Relationship Manager & Portfolio Builder

ICICI BANK LIMITED; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

ICICI Bank Private Banking - Singapore is seeking a Private Banking Relationship Manager to understand client requirements across the NRI client base and provide regular updates on markets and portfolios.

You will acquire high-net-worth clients, mine existing relationships, and facilitate FCNR/INR deposits within the product framework to support asset allocation and growth of AUM. Regulatory compliance is essential, with duties aligned to the local framework.

Qualifications

• 3+ years of relevant banking experience.
• Customer relationship management skills.
• Knowledge of Bonds, Equities, FX and other financial products.
• Understanding of Indian banking landscape, India market and macroenvironment.

Responsibilities

• Understand client requirements across NRI client base and provide regular market updates on portfolios.
• Acquire high net-worth clients and mine existing relationships across NRIs.
• Facilitate FCNR/INR deposits as part of asset allocation.
• Provide investment advice based on client needs and risk profiles with house views.
• Conduct financial need mapping to analyze risk, asset allocation, investment horizon and liquidity needs.
• Construct customized portfolio proposals across debt, equity and other asset classes.
• Review and rebalance AUM with buy/sell/hold calls as per client preference.
• Drive AUM growth and revenue for ICICI Bank Private Banking - Singapore.
• Ensure regulatory compliance per relevant authorities and internal policies.
• Adhere to in-country regulatory framework and engagement rules in investment sales and marketing.

Skills

CRM

Financial Markets knowledge

Client relationship management

Education

CACS 1, CACS 2 and RES1B

Job description

ICICI Bank Private Banking - Singapore is seeking a Private Banking Relationship Manager to understand client requirements across the NRI client base and provide regular updates on markets and portfolios.

You will acquire high-net-worth clients, mine existing relationships, and facilitate FCNR/INR deposits within the product framework to support asset allocation and growth of AUM. Regulatory compliance is essential, with duties aligned to the local framework.