Relationship Manager (Private Bank)

BEARING SEARCH PTE. LTD.; Singapore; Presencial; SGD 60.000 - 100.000; Jornada completa

Descripción de la vacante

BEARING SEARCH PTE. LTD. seeks an experienced relationship manager to deepen ties with high net worth individuals, aiming to grow AUM and revenues.

You will deliver advisory and portfolio management services aligned with client objectives, while ensuring strict compliance with bank policies and regulatory requirements. Responsibilities include becoming the primary contact for HNWI clients, maintaining in-depth client profiles, and identifying opportunities to expand business through existing

Formación

• CMFAS certifications are required.
• CACS Papers 1 & 2 are required.
• Bachelor’s degree in any discipline is preferred.

Responsabilidades

• Develop and maintain knowledge of HNWI clients’ profiles and assets to tailor investment strategies.
• Serve as primary contact for HNWI clients and deliver personalized service.
• Achieve revenue and profitability budgets by managing client relationships and identifying growth opportunities.
• Analyze client needs and objectives to deliver service excellence and retain clients.
• Conduct all activities in compliance with risk management and regulatory requirements.
• Generate new business by leveraging networks to meet sales targets.
• Use Microsoft Office to prepare reports and client documentation efficiently.
• Apply knowledge of banking and investment products to advise clients.

Conocimientos

Relationship management

Educación

CMFAS certifications

CACS Papers 1 & 2

Bachelor’s degree in any discipline

Herramientas

Microsoft Office

Descripción del empleo

Job Summary

Acquire, build, and deepen relationships with existing High Net Worth Individual (HNWI) clients to increase Assets Under Management (AUM) and revenues while delivering professional advisory and portfolio management services aligned with clients’ investment objectives.

Responsibilities

• Develop and maintain comprehensive knowledge of HNWI clients’ profiles, demographics, psychographics, and asset holdings within the Bank and externally to tailor investment strategies effectively
• Serve as the primary point of contact for HNWI clients, ensuring seamless communication and personalized service delivery
• Achieve or exceed revenue and profitability budgets by proactively managing client relationships and identifying growth opportunities
• Analyze and address HNWI clients’ investment needs and objectives to deliver service excellence and enhance client satisfaction and retention
• Conduct all sales and service activities in strict compliance with the Bank’s risk management policies and regulatory requirements
• Generate new business by leveraging existing networks and identifying potential clients to meet defined sales targets
• Utilize Microsoft Office and basic PC skills to prepare reports, presentations, and client documentation efficiently
• Apply expert knowledge of banking and investment products to provide informed advisory services that align with client goals

Required competencies and certifications

• CMFAS certifications
• CACS Papers 1 & 2

Preferred competencies and qualifications

• Bachelor’s degree in any discipline
• Relevant experience in relationship management within banking or financial institutions
• Experience in complementary industries with an established network of HNWI clients