Senior Relationship Manager
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 8 years' of relevant experience in investment management/asset management/banking (Preferrably in Private Banking)/marketing; of which, minimum 3 years should be at supervisory level
- 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
Senior Relationship Manager
THE BANK OF EAST ASIA LIMITED
Singapore
12 days ago
N/A
Full-time
Senior Relationship Manager