Relationship Manager-Private Banking
THE BANK OF EAST ASIA LIMITED
Responsibilities:
Requirements:
- Responsible for identifying, developing & maintaining major client relationships and advising them on investments further to assessing their needs, desires and risk profile
- Conduct all required Know Your Customer (KYC), AML process and documentation
- Provide superior customer service and contribute to the overall customer experience of the Bank
- Able to work on client acquisition and generate revenue from AUM
- Adhere and be in compliance with rules and regulations governing the business
Requirements:
- Bachelor's / University degree preferred
- Minimum 5 years' of relevant experience in investment management/asset management/banking (preferrably Private banking) /marketing; of which, minimum 3 years at supervisory level preferred
- Good knowledge of credit, risk control, investment products
- Good financial knowledge and is CACS certified
- Possess strong understanding on the background and needs for mainland China UHNW clients
- A good team player with strong interpersonal and communication skills
- Willingness to work under a dynamic environment and handle ad hoc assignments and projects
JOB SUMMARY
Relationship Manager-Private Banking
THE BANK OF EAST ASIA LIMITED
Singapore
13 days ago
N/A
Full-time
Relationship Manager-Private Banking