Relationship Manager (Banking Wealth Management)

Responsibilities:

• Acquire, develop and service long-term relationships with high net worth clients.
• Work collaboratively with internal specialists to provide investment & wealth solutions to meet client needs.
• Generate target market prospects through a number of innovative and sustainable channels
• Convert target market prospects into clients
• Cross-sell products & services to existing clients
• Acquire net new assets to achieve targeted AUM
• Generate revenue to meet agreed upon goals
• Seek referrals from existing clients.
• Develop and maintains good relationships with clients.
• Achieve returns on clients portfolio according to their needs and expectations.
• Deliver, monitor and review solutions to clients based on clients investment profile
• Highlight, mitigate and protect the bank against credit, legal, reputation and other risks
• Minimize errors in transaction execution and service delivery
• Review and respond to AML transaction monitoring queries on transactions highlighted
• Conduct periodic and timely review of clients accounts

Requirements:

• Degree in a relevant discipline
• Min 3 years of relevant experience in Wealth Management/ Private Banking as a Relationship Manager
• CACS 1 & 2

Account Manager:

Rayner Kong Jenn-Rio (R1106978)

[email protected]

EA16S8107