Relationship Manager (Private Wealth Management)

TAIPEI FUBON COMMERCIAL BANK CO., LTD. Singapore Branch; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading commercial bank in Singapore seeks a seasoned client advisor to serve high net worth clients, with a focus on the Greater China Market. The role encompasses acquiring new clients, providing tailored financial solutions, and ensuring compliance with regulatory standards. Candidates should possess strong sales skills, stakeholder management capabilities, and significant experience in wealth management.

Qualifications

• At least 5 years’ experience in serving high net worth clients.
• Experience in Greater China Market.
• Understanding of compliance and regulatory requirements.

Responsibilities

• Source and acquire new clients, develop long-term solutions.
• Provide tailored investment solutions and after-sales service.
• Ensure compliance with regulations and achieve annual targets.

Skills

Client facing sales skills

Stakeholder management skills

Education

Bachelor's degree

Singapore client advisory competency standards (CACS) qualification

Job description

Responsibilities

• Source for and acquire new client within market, develop long-term solutions for the clients
• Understanding client’s business and sources of wealth generation, as well as client’s financial and investment goals in creation and management of their wealth
• Provide tailored solution that address client’s investment risk management and financiering / liquidity need
• Provide quality and efficient after-sales service
• Responsible for achieving annual targets and agreed service standards
• Ensure compliance with all regulations and controls as by the company and external regulatory authorities

Requirements

• Bachelor’s degree with at least 5 years’ experience in serving high net worth clients ; exposure to Greater China Market
• Understand and able to apply compliance and regulatory requirements
• Good product knowledge and ability to interact with clients in Greater China Market
• A holder of Singapore client advisory competency standards (CACS) qualification
• Strong client facing sales and stakeholder management skills