Relationship Manager - Private Banking SG

CIMB Singapore; Singapore; On-site; SGD 120,000 - 240,000; Full time

Job summary

CIMB Singapore seeks an experienced Private Banking professional to design and implement strategic plans for growing the high-net-worth client base and assets under management. You will promote CIMB Private Banking products and collaborate with regional PB offices to deliver bank-wide wealth solutions while ensuring regulatory compliance.

The role emphasizes relationship development, sales excellence, and in-depth knowledge of investments, credit, and estate planning to meet client needs.

Qualifications

• University degree or equivalent in business, banking, finance or economics.
• CACS certification or other regulatory/licensing requirements.
• Minimum 5–7 years of experience in building client relationships and acquiring new clients.

Responsibilities

• Design and implement strategic plans to develop CIMB Private Banking client base and grow revenue and AUM.
• Promote CIMB Private Banking brand and products and continually enhance value propositions.
• Collaborate with PB offices across the Group to provide bank-wide solutions to high net worth clients.
• Achieve AUM, profitability and targets set by management.
• Build and maintain client relationships by analyzing needs and proactively implementing solutions.
• Coordinate with internal business units to deliver comprehensive wealth management solutions to target clients.

Skills

Client relationships

Networking

Sales-driven

Regulatory awareness

Education

University Degree in Business Administration, Banking, Finance, Economics or related field

Job description

• 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

JOB DESCRIPTION

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

• Minimum of 5-7 years 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