Relationship Manager, Private Banking

CTBC BANK CO., LTD.; Singapore; On-site; SGD 70,000 - 120,000; Full time

Job summary

A leading financial institution in Singapore is seeking an experienced individual to manage and service high net worth client relationships. You will develop investment solutions, acquire new assets, and ensure compliance with regulations. The ideal candidate has a minimum of 5 years of experience in the banking industry, with a strong proficiency in Mandarin. Excellent communication and negotiation skills are essential for this role, which offers a dynamic work environment focused on client satisfaction and financial performance.

Qualifications

• Minimum 5 years marketing experience in the banking industry.
• Knowledge in private banking business and customer segments.
• Appropriate qualifications to advise/sell investment and other products.

Responsibilities

• Acquire and service relationships with high net worth clients.
• Cross-sell products and services to existing clients.
• Acquire net new assets to achieve targeted AUM.
• Comply with regulations and highlight risks.
• Conduct periodic reviews of clients' accounts.

Skills

Client relationship management

Mandarin proficiency

Marketing in banking

Communication skills

Negotiation skills

Education

Degree from a reputed university

Job description

JOB PURPOSE

• To acquire, develop and service long-term relationships with high net worth clients.
• To work collaboratively with internal specialists to provide investment & wealth solutions to meet client needs.

KEY RESPONSIBILITIES

• Generates target market prospects through a number of innovative and sustainable channels
• Transforms target market prospects into clients
• Cross-sells products & services to existing clients
• Acquires net new assets to achieve targeted AUM
• Generates revenue to meet agreed upon goals
• Seeks referrals from existing clients
• Develops and maintains good relationships with clients
• Achieves returns on clients portfolio according to their needs and expectations
• Effectively interacts with network and available internal resources to provide solutions to meet client needs
• Continuously develops own product knowledge
• Delivers, monitors and reviews solutions to clients based on clients investment profile
• Complies with regulations, policies and guidelines
• Highlights, mitigates and protects the bank against credit, legal, reputation and other risks
• Minimize errors in transaction execution and service delivery
• Review and respond to AML transaction monitoring queries on transactions highlighted
• Conduct periodic and timely reviews of clients accounts
• Attend mandatory compliance and other trainings
• Alert team lead, market head and compliance of any suspicious transactions

KEY MEASURABLES

• Client satisfaction and loyalty
• Client portfolio performance
• Net new assets
• Revenue
• Return on assets
• Quality and sustainability of AUM and revenue
• Diversity of product engagement
• Positive/Negative feedbacks from all stakeholders
• Referrals from existing clients
• Conversion ratio from prospects to clients
• Operation loss, compliance & breaches
• Housekeeping, including quality and timeliness of requisite documentations
• Client attrition

KEY COMPETENCIES

• Degree from a reputed university
• Minimum 5 years marketing experience in Banking industry
• Key stakeholders are mostly Mandarin speaking hence proficiency in Mandarin is essential
• Knowledge and hands‑on experience in private banking business, including customer segments and products
• Appropriate qualifications to advise/sell investment and other products.
• Excellent communication and negotiation skills with the ability to influence outcomes