Wealth Management Relationship Manager (Ultra-High/High Net Worth; SEA Market)

Key Responsibilities

• Meet annual goals / budgets set by manager for self
• Develop new and existing relationships with Ultra-High/High Net Worth clients
• Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
• Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix
• Cultivate and manage relationships with other areas of the Bank to promote cross-selling
• Ensure product documentation including credit facilities is at all times correct and appropriate
• Maintain good level of knowledge of the Bank’s systems and regulatory environment
  
  Financial Security
• Ensure compliance with Bank’s policies/procedures and regulatory requirements, in particular with regards to the KYC responsibilities and duties, as per relevant policies and procedures, and the summary of responsibilities list attached hereto
  
  Control Aspect
• Direct contribution to the Bank’s operational permanent control framework
• Responsible for the implementation of operational permanent control policies and procedures in day-to-day business activities, such as Control Plan
• Comply with regulatory requirements and internal guidelines
• Responsible for ensuring direct reports comply with regulatory requirements and internal guidelines
• Responsible for reporting all incidents according to the Incident Management System

Qualifications - External

• University degree
• Relevant banking experience
• Must fulfill the fit and proper criteria of relevant regulators
• Must fulfill the CACS requirements
• Client-focused with excellent interpersonal and communication skills
• A team player with good initiative and team spirit