Senior Private Wealth Relationship Manager

CTBC Bank Co. Ltd. (Singapore); Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

CTBC Bank Co. Ltd. (Singapore) is seeking a seasoned wealth advisor to acquire, develop and service long-term relationships with high net worth clients. You will work collaboratively with internal specialists to tailor investment and wealth solutions that meet client needs.

You will generate prospects, convert them into clients, cross-sell products, and acquire assets to grow AUM while ensuring regulatory compliance and risk controls. Strong English and Chinese communication are required.

Qualifications

• Degree from a reputed university.
• Minimum 5 years marketing experience in private banking industry.
• Knowledge and hands-on experience in private banking business, including customer segments and products.
• Appropriate qualifications to advise/sell investment and other products.
• Excellent communication skill, good command in both English and Chinese as role require to liaise with Chinese speaking stakeholders.

Responsibilities

• Generates target market prospects through a number of innovative and sustainable channels
• Converts target market prospects into clients
• Cross-sell products & services to existing clients
• Acquires net new assets to achieve targeted AUM
• Generates revenue to meet agreed upon goals
• Develops and maintains good relationships with clients.
• Achieves returns on clients portfolio according to their needs and expectations.
• Effectively interacts with network and available internal resources to provide solutions to meet client needs.
• Continuously develops own product knowledge.
• Delivers, monitors and reviews solutions to clients based on clients investment profile
• Complies with regulations, policies and guidelines
• Highlights, mitigates and protects the bank against credit, legal, reputation and other risks
• Review and respond to AML transaction monitoring queries on transactions highlighted
• Conduct periodic and timely reviews of clients accounts

Education

Degree from a reputed university

Job description

CTBC Bank Co. Ltd. (Singapore) is seeking a seasoned wealth advisor to acquire, develop and service long-term relationships with high net worth clients. You will work collaboratively with internal specialists to tailor investment and wealth solutions that meet client needs.

You will generate prospects, convert them into clients, cross-sell products, and acquire assets to grow AUM while ensuring regulatory compliance and risk controls. Strong English and Chinese communication are required.