Relationship Manager (Senior Private Banker - CACS Certified - Sales Role)

CAREER STORY PTE. LTD.; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

CAREER STORY PTE. LTD.

in Singapore seeks a Relationship Manager (Senior Private Banker) to manage affluent clients’ wealth with a consultative, cross-border approach, leveraging CACS certification to deliver tailored investment strategies and seamless service. You will acquire new high-net-worth clients, deepen relationships, and coordinate with specialists to grow assets while ensuring compliance and timely execution of sales processes.

Qualifications

• Experience as a Private Banking Relationship Manager.
• CACS Paper 1 & Paper 2 certification.

Responsibilities

• Acquire new high net worth customers.
• Grow and protect client wealth with a consultative process.
• Tailor personalized investment strategies for each client.
• Pursue cross-border investment opportunities when appropriate.
• Achieve annual targets through sales and compliance processes.

Skills

Private Banking RM experience

CACS Paper 1 & 2

Job description

Relationship Manager (Senior Private Banker | CACS Certified)

This is a perm role for one of our private banking client

Work Location: CBD Area

Required Skillsets:

With relevant Private Banking Relationship Manager experience

Certified CACS Paper 1 & Paper 2

Job Scope

Relationship Managers are high-level professionals who manage an affluent customer's wealth holistically.

Directly responsible for interfacing and engaging with clients on a day-to-day basis with the objective to grow and protect the clients' wealth for the enjoyment of their successors and their heirs with consultative process

Relationship Managers gather information about the client's needs & wants, then tailor a personalized strategy that uses a range of financial products and services.

Customize investment strategies to address each client's unique circumstances as well as specific preferences for income, liquidity, and risk.

Where appropriate, they pursue cross-border investment opportunities to enhance returns and provide additional diversification.

Relationship Manager (RM) is expected to achieve the annual business targets on business development, relationship management and customer profile balances based on more complex investment requirements while ensuring accurate and timely completion of the entire sales and compliance process.

Job Description

The Relationship Manager is primarily responsible for achieving business targets through the following:

• Acquisition of new high net worth customers
• Generation of additional volume from existing customers across sales channels
• Development and engagement of strong relationships with assigned customers
• Delivery of excellent customer service through investment products and service offerings
• Trust Advisory Referrals

A. Business Development

1. 1. Achieves business targets on acquiring, on-boarding and deepening of Mass affluent customers.
2. 1.1. Identifies and promotes a robust pipeline of prospective customers.
3. 1.2. Sets appointments proactively and meets with customers to establish their needs & requirements.
4. 1.3. Pursues marketing and solicitation of investible funds from existing and new accounts.
5. 1.4. Develops proposals in accordance with the requirements of each account, in line with the client's objective and needs relative to yield safety, liquidity and diversification.
6. 1.5. Submits proposals and ensures follow-ups in a timely manner including preparation of call reports to apprise management of the account status.
7. 1.6 Conducts client presentations.
8. 1,7 Networks with customers in order to create new business contacts.
9. 2. Liaises proactively with branch partners for referrals and cross-sell opportunities.
10. 3. Develops and deepens relationships with assigned customers.
11. 4. Engages support of specialists to provide technical advice to customers when necessary.
12. 5. Analyzes trends in the market as well as customer profiles to identify potential opportunities for the organization.

B. Client Relationship Management

1. 1 . Monitors customers' accounts and portfolios providing proactive, timely, relevant market updates and advice through regular calls and meetings, thus building long-term relationships.
2. 2. Seeks to establish and understand customers' real needs and expectations.
3. 3. Executes sales and investment strategies/activities effectively.
4. 4. Maximizes each client or branch interaction by building on customer cues to gain commitment to products, services, and solutions.
5. 5. Builds and develops relationships with customers -e.g., accompanying them at social/lifestyle events.
6. 6. Reviews accounts regularly to ensure the growth of the aggregate fund level.

With Professional Certification and Licences

CACS certified CACS I and II

We regret to inform you that only shortlisted candidates will be notified.