Relationship Manager (Private Banking)

AMBITION GROUP SINGAPORE PTE. LTD.; Singapore; On-site; SGD 90,000 - 140,000; Full time

Job summary

AMBITION GROUP SINGAPORE PTE. LTD. is seeking a Relationship Manager (Private Banking) to join our team in Singapore. The role focuses on building and deepening relationships with Accredited Investors, delivering tailored wealth management solutions.

You will conduct KYC/AML, upsell investment products, and contribute to revenue targets while ensuring superior client service for Mainland China UHNW clients. Fluency in English and Mandarin is required.

Qualifications

• Min degree or above with at least 3 years of Private Banking/Wealth Management experience.
• Experience in North Asia/China markets is advantageous.
• Certified in CACS 1 and/or 2.
• CMFAS certifications (e.g., M1, M5, M6, M6A, M8, M8A, M9, M9A, HI) are advantageous.
• Business proficiency in English and Mandarin to liaise with Chinese stakeholders.
• Solid understanding of economics, investments, and wealth management practices.
• Ability to work in a dynamic environment with tight deadlines.

Responsibilities

• Initiate and build new relationships with accredited investors in Private Banking.
• Develop and strengthen relationships with the Bank in line with business goals.
• Conduct KYC and AML procedures and documentation.
• Upsell and provide market insights to clients.
• Contribute to profit and growth targets while delivering excellent service.
• Understand needs of mainland China UHNW clients and oversee sales documentation.
• Oversee dealing infrastructure, processes, and investment product documentation.

Skills

Relationship management

Private banking

China market knowledge

CACS certifications

CMFAS certifications

English & Mandarin

Economics understanding

Multi-tasking

Job description

My client, a leading Chinese bank, is looking to hire experienced Relationship Manager (Private Banking) to join their team.

Key Responsibilities: -

• Initiate and establish new relationship (accredited investor segment).
• Develop and strengthen their relationships with the Bank in accordance with relevant business goals.
• Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
• Up-sell and provide regular market colours and trend analysis to these customers.
• Contribute to the bottom-line of Private Banking through the accomplishment of profit and growth targets.
• Ensure superior customer service and contribute to the overall customer experience of the Bank. Understand the background and needs for mainland China UHNW clients.
• Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.

The ideal candidate will possess the following:

• Min degree or above with at least 3 years and above of relevant work experience in Private Banking/Wealth Management business;
• Prior experience in North Asia/China markets would be an added advantage.
• Passed CACS 1and/or 2 certifications.
• Existing CMFAS certifications (e.g., M1, M5, M6, M6A, M8, M8A, M9, M9A, and HI) would be an added advantage.
• Business proficiency in both written and spoken English and Mandarin to liaise with internal and external Chinese stakeholders and clients.
• Sound understanding of economics, best market practices and investment products in the wealth management business.
• Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and meet project deadlines.

Data provided is for recruitment purposes only Business Registration Number:200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269.