Private Banking Team Head

UPPER SPRING CONSULTING PTE. LTD.; Singapore; On-site; SGD 120,000 - 160,000; Full time

Job summary

A multi-national bank in Singapore is seeking a Private Banking Team Head to manage and lead the PB Relationship Managers. This role involves developing a customer base, supervising staff, and ensuring adherence to policies while maintaining client relationships. The ideal candidate needs a bachelor's degree, CACS Papers 1 & 2, over 5 years of team management experience, and strong analytical and communication skills in both English and Chinese.

Qualifications

• 5+ years of team management experience.
• 10+ years of experience as a Relationship Manager in PB/Private Wealth Management.
• Strong analytical, coordination, and communication skills.

Responsibilities

• Develop customer base and enhance PB products.
• Supervise and mentor the PB Relationship Managers.
• Review transactional requests and documentation.
• Manage staff resources and training.
• Complete assigned tasks and deliver projects.

Skills

Team management

Relationship management

Bilingual (English and Chinese)

Analytical skills

Communication skills

Education

Bachelor degree or above

CACS Papers 1 & 2

Job description

We are representing our client, an established multi-national bank, to look for a Private Banking ("PB") Team Head to lead and manage all the PB Relationship Managers and Assistant Relationship Managers in the Singapore Branch.

Job Description

• Develop customer base, enhance PB products and services to meet the department designated business plan while adhering to the Bank and PB policies and procedures.
• Maintain client business relationship.
• Supervise and mentor the PB Relationship Managers and Assistant Relationship Managers to meet their respective KPIs.
• Review and/or approve the ongoing exception transactional requests, customer due diligence and documentation submitted by the Relationship Managers.
• Manage the staff resources and staff training to ensure the continuity of business activities and customer service.
• Complete tasks and deliver projects assigned by the Management.

Requirements

• Bachelor degree or above.
• CACS Papers 1 & 2.
• At least 5 years of team management experience and more than 10 years of experience as a Relationship Manager in PB/Private Wealth Management.
• Strong in analysis, coordination and communication skills.
• Effectively bilingual in English and Chinese in order to communicate with the English and Chinese speaking clients.