Relationship Manager | Private Banking

The Bank of East Asia (BEA); Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading banking institution in Singapore is seeking an experienced professional for client relations and investment management. The ideal candidate will have at least 5 years of experience in the banking sector, with a strong focus on understanding the needs of UHNW clients from Mainland China. This role emphasizes superior customer service and compliance with industry regulations. Competitive compensation package offered.

Qualifications

• Minimum 5 years of relevant experience in investment management or banking.
• Strong understanding of the needs for Mainland China UHNW clients.
• Experience at supervisory level preferred.

Responsibilities

• Identify and maintain major client relationships.
• Conduct KYC and AML documentation.
• Provide superior customer service.

Skills

Client relationship management

Investment analysis

Risk assessment

Financial knowledge

Education

Bachelor’s / University degree

Tools

CACS certification

Job description

Responsibilities

• Responsible for identifying, developing & maintaining major client relationships and advising them on investments further to assessing their needs, desires and risk profile


• Conduct all required Know Your Customer (KYC), AML process and documentation


• Provide superior customer service and contribute to the overall customer experience of the Bank


• Able to work on client acquisition and generate revenue from AUM


• Adhere and be in compliance with rules and regulations governing the business

Qualifications

• Bachelor’s / University degree preferred


• Minimum 5 years of relevant experience in investment management / asset management / banking (preferably private banking) or marketing; of which, minimum 3 years at supervisory level preferred


• Good knowledge of credit, risk control, investment products


• Good financial knowledge and is CACS certified


• Possess strong understanding on the background and needs for Mainland China UHNW clients