- Develop and strengthen client relationships with the Bank in accordance with relevant business goals.
- Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
- Up-sell and provide regular market colours and trend analysis to these customers.
- Contribute to the bottom-line of Private Banking through the accomplishment of profit and growth targets.
- Ensure superior customer service and contribute to the overall customer experience of the Bank.
- Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service evel agreements.
- Identify changes in regional market practice and regulatory requirements to develop and improve systems, frameworks and tools
- NOT NECESSARY TO ONBOARD NEW AUM
Requirements
- University graduate with minimum 3 - 5 years of relationship manager experience.
- Sound understanding of economics, best market practices and investment products in the wealth management business.
- Holder of the existing CMFAS certification (e.g. CACS1, CACS2, M1, M5, M6, M6A, M8, M8A, M9, M9A & HI) is a mandatory requirement of this job.
- Good team player with strong interpersonal and communication skills to work well with all levels of counterparts.
- Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and meet project deadlines.
Interested candidates please email resume in MS Word format to [email protected]
Please state your last drawn and expected package, relevant skill sets and the position you are applying for.
Resumes collected will be kept in strict confidence and used for recruitment purposes only.
