Private Banker

YES BANK; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading banking institution in Singapore is seeking a skilled professional to manage High Net Worth Individuals (HNI) and Ultra HNIs. You will oversee client relationships, ensure compliance with regulatory requirements, and collaborate with teams to enhance product offerings. Ideal candidates should possess strong client engagement skills and a solid background in wealth management. This role offers the opportunity to contribute significantly to the bank's objectives and profitability.

Qualifications

• Expertise in managing HNI and Ultra HNI client portfolios.
• Strong knowledge of banking products and client engagement strategies.
• Experience in compliance with KYC and AML regulations.

Responsibilities

• Manage and engage key clients in the wealth management space.
• Ensure compliance with KYC and AML requirements.
• Participate in cross-functional activities to drive collective objectives.

Skills

Client relationship management

KYC process

Financial services compliance

Anti Money Laundering

Microsoft Office Suite

Job description

You will be responsible for managing Key Clients who are HNIs and Ultra HNIs in Mumbai. Your role will involve providing expert relationship management experience as a Domain Expert. You will work closely with the Corporate and Institutional Banking team to drive the acquisition of Personal Banking and Wealth Management relationships for individuals such as Owner, Promotors, Directors, CFOs, and Corporate Treasuries Wealth.It will be crucial for you to anticipate and be sensitive to the shifting customer expectations and take proactive measures to ensure that Yes Bank remains ahead of its competitors. You are expected to have a strong working knowledge of client portfolios and products in order to increase business wallet share from HNI and Ultra HNI clients.Regular engagement with mapped relationships and maintaining the quality of the portfolio by ensuring profitability at each client level will be key aspects of your responsibilities. You will be required to showcase the full range of consumer and commercial banking products to existing and potential Key Clients and explore incremental business opportunities across all products.Your contribution to the development of new products and services by providing feedback from both yourself and customers to the respective Program Teams will be valued. Ensuring compliance with Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers is essential.Participation in cross-functional activities that promote collective responsibility towards the institution's bigger objectives will also be expected from you. Your position will be evaluated based on overall profitability and relationships at both a Relationship Manager (RM) level and client level.Please note that this position will be based out of the Corporate and Institutional Banking Office for the relevant location and will not be part of a specific branch.,

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Client Engagement, Banking Products, KYC, AML,

Team Leadership, Wealth Management, Banking Products, KYC, AML,

Client Engagement, Banking Products, KYC, AML,

Client relationship management,KYC process, Financial services compliance, Financial crime prevention, AntiMoney Laundering, Microsoft Office Suite

Client Engagement, Banking Products, KYC, AML,

Team Leadership, Wealth Management, Banking Products, KYC, AML,

Client Engagement, Banking Products, KYC, AML,

Client relationship management,KYC process, Financial services compliance, Financial crime prevention, AntiMoney Laundering, Microsoft Office Suite