Relationship Manager - Private Banking SG

CIMB Singapore; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Relationship Manager for Private Banking. In this mid-senior level role, you will design and implement strategic plans to develop a robust client base while enhancing the value propositions of the bank's offerings. Your expertise in investments and client management will be crucial in achieving profitability and asset growth. The position promises a dynamic work environment where your skills in networking and relationship-building will shine. Join a team that values client service and compliance, and make a significant impact in the banking sector.

Qualifications

• 5-7 years of experience in client relationship management in banking.
• Strong background in investments and corporate finance.

Responsibilities

• Develop and maintain a client base to achieve business objectives.
• Collaborate with internal teams for comprehensive financial solutions.

Skills

Interpersonal Skills

Client Relationship Management

Sales Skills

Problem Solving

Detail Orientation

Education

University Degree in Business Administration

CACS Certification

Tools

Investment Management Tools

Risk Management Tools

Capital Markets Knowledge

Job description

Relationship Manager - Private Banking SG

Join to apply for the Relationship Manager - Private Banking SG role at CIMB Singapore

• Design and implement strategic plans in developing and maintaining CIMB Private Banking client base and growing the revenue and asset under management to achieve business objectives.
• Promote CIMB Private Banking brand and products, and continually enhance value propositions and products offering which will add value to both the bank as well as clients.
• Works closely with other PB offices across the Group to provide bank wide solutions to high net worth clients.

Responsibilities

Strategy and Planning

• Design and implement strategic plans in developing and maintaining CIMB Private Banking client base and growing the revenue and asset under management to achieve business objectives.
• Promote CIMB Private Banking brand and products, and continually enhance value propositions and products offering which will add value to both the bank as well as clients.
• Works closely with other PB offices across the Group to provide bank wide solutions to high net worth clients.

Business Performance and Management

• Achieve AUM, profitability and any other target as set by Management.
• Demonstrate the ability to build and maintain the client base through analyzing needs and proactively implementing/monitoring solutions to meet client needs.
• Analyses & Identifies investment and credit solution gaps with suitable recommendations based on Client’s Investment Personality Profiler.
• Cooperate closely with other PB bankers for client referrals and execution of cross-border deals.
• Focus on networking activities with clients, referrals and prospects.
• Proactively establish working relationship with internal business units to provide comprehensive financial and wealth management solutions to target clients.
• Meet or exceed KPI set by Management/Supervisors so as to ensure overall business profitability goals assessment.

People Management

• To work well with their assistants, Client Service Managers.

Regulatory Compliance

• Establish and carry out activities to ensure sales processes are in accordance with bank’s policies/procedures and respective markets’ regulations.

Requirements

Qualifications

• University Degree or equivalent qualification in Business Administration, Banking, Finance, Economics or related field.

Professional Qualification and/or Regulatory, Licensing Requirements

• CACS certification, and any other relevant regulatory requirements.

Relevant Work Experience

• Minimally 5-7 years of experience, and a proven track record of success in building relationships and developing new client relationships.

Technical/Functional Skills

• Strong background in investments, corporate finance, banking or related advisory services.
• Good product knowledge - Capital Markets, Risk Management, Investment Management, and Trust and Estate Planning would be an advantage.

Personal Skills (Soft Competencies)

• Strong interpersonal skills with external and internal clients with keen interest in client services.
• Mature & experienced in handling various types of client scenarios.
• Understands the profile of various High-Net-Worth individuals in order to deliver excellent holistic service.
• Sales driven and compliance consciousness.
• Detail oriented, adapt at problem solving.
• Comfortable in working in fast paced environment.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

Industries

Banking