Private Banking Relationship Manager

CATHAY UNITED BANK; Singapore; On-site; SGD 100,000 - 150,000; Full time

Job summary

A leading financial institution in Singapore is seeking an experienced Relationship Manager in private banking. The role entails acquiring Ultra High Net Worth Individuals, providing tailored financial solutions, and ensuring compliance with banking guidelines. Candidates should hold a Bachelor's degree related to finance and possess a minimum of 10 years of experience in the financial services industry, particularly in private banking. Strong communication skills and motivation are essential for success in this role.

Qualifications

• Minimum 10 years’ experience within the financial services industry, particularly in private banking.
• Knowledge of Private Banking and Treasury services is crucial.
• CACS 1 & 2 qualifications are required to qualify as Covered Person.

Responsibilities

• Acquire new Ultra High Net Worth Individuals and develop business opportunities.
• Provide customized solutions on a comprehensive range of private banking products.
• Ensure compliance with the Bank’s guidelines during selling activities.

Skills

Strong communication skills

Self-motivated

Understanding of banking operations

Education

Bachelor Degree in Finance/Economics, Business or relevant discipline

Job description

To grow private banking/wealth management business that both leverage and expand on the extensive group branches and networks across the Southeast Asia and Greater China region.

Responsibilities

• Acquire new Ultra High Net Worth Individuals and solicit business opportunities through cross-selling, referral and personal business connections
• Identify customers’ needs and provide customized solutions on a comprehensive range of private banking, investment and wealth management products to customers
• Provide updated financial market information, professional advice and quality services to clients
• Promote long term client relationships and loyalty
• Ensure all selling activities are in compliance with the Bank’s guidelines

Requirements

• Minimum a Bachelor Degree in Finance/Economics, Business or a relevant discipline
• Minimum 10 years’ experience within the financial services industry, private banking or private wealth management space as a Relationship Manager. Experience in Taiwanese market is an added advantage.
• Knowledge of Private Banking and Treasury services, good understanding of banking operations and policies
• Self-motivated, independent with strong communication skills
• Attaining CACS 1 & 2 and the necessary qualification to qualify as Covered Person