Relationship Manager, Private Banking Department

BANK OF CHINA LIMITED; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

A leading financial institution in Singapore is looking for a professional to enhance their wealth management services. The successful candidate will be responsible for acquiring new private banking clients, growing Net New Money and Assets Under Management (AUM), and ensuring compliance with industry regulations. A strong understanding of financial markets and excellent client relationship management skills are required. Experience with portfolio management is a plus.

Qualifications

• Ability to successfully convert and generate AUM into revenue.
• Good financial market/product knowledge is essential.
• Expertise in portfolio management and client service.

Responsibilities

• Acquire and onboard new clients onto the platform.
• Grow Net New Money and Assets Under Management (AUM).
• Generate investment revenue from AUM.

Skills

Client relationship management

Financial market knowledge

Investment strategy

Education

CACS certification preferred

Job description

Job Descriptions

1. Acquire and onboard new PB clients onto the platform.
2. Growth of Net New Money and AUM.
3. Generating investment revenue of AUM.
4. Providing wealth management and banking services to clients.
5. Full compliance to rules and regulations governing the business.

Job Requirements

1. A network of client referral channels.
2. Ability to successfully convert and generate AUM into revenue.
3. Good financial market/product knowledge.
4. Keep abreast of market developments and opportunities and work closely with Investment Advisors to co-manage the portfolio of clients.
5. Deliver excellent service to clients and deepen relationship by value adding to clients’ wealth management needs with timely portfolio rebalancing and portfolio performance updates.
6. CACS certification is preferred.