Junior Private Banking Relationship Manager

Junior Private Banking Relationship Manager

We are looking for a Junior Private Banking Relationship Manager to manage and develop an existing portfolio of high-net-worth clients.

This is a portfolio management role, with a focus on servicing and growing existing client relationships.

Key Responsibilities

1. Manage and build strong relationships with an existing portfolio of high-net-worth clients.
2. Understand clients’ financial needs and provide suitable wealth management solutions.
3. Grow and deepen existing client relationships through effective portfolio management.
4. Work closely with internal product specialists to provide clients with appropriate investment and wealth management solutions.
5. Ensure all client activities are conducted in line with regulatory and internal requirements.

Requirements

1. Assistant Relationship Managers (ARM) who are keen to step up into a full-fledged Private Banking RM role are encouraged to apply.
2. Priority Banking RMs who are keen to step up into Private Banking are also welcome.
3. Experience managing and servicing an existing client portfolio.
4. Relevant experience in Private Banking, Wealth Management, Priority Banking or Relationship Management.
5. Strong Mandarin communication skills, including the ability to speak and read Mandarin as this hire will be assigned the North Asian portfolio
6. CMFAS M5 & M9 / CACS 1 & 2 qualifications is a must have.
7. Strong relationship management and client servicing skills.

23C1935

R1105492