Epicareer Might not Working Properly
Learn More
Please Turn on your JavaScript

Epicareer might not working properly because your browser javascript is turned off.

What is JavaScript?

JavaScript is like the magic behind making websites interactive. Basically, it makes Epicareer more enjoyable and engaging.
How do i turn this on?
Find tutorial for your browser below :
  1. Make sure the webpage is open.
  2. In the Safari app on your Mac, choose Safari > Preferences, then click Security.
  3. Make sure the Enable JavaScript checkbox is selected.
  4. Click Websites.
  5. On the left, click Content Blockers.
  6. Make sure Off is chosen in the pop-up menu next to the website.
  7. On the left, click Pop-up Windows.
  8. Make sure Allow is chosen in the pop-up menu next to the website.
Visit Site here
  1. Open Chrome on your computer.
  2. Click. then Settings.
  3. Click Privacy and Security.
  4. Click Site settings.
  5. Click JavaScript.
  6. Select Sites can use Javascript.
Visit Site here
  1. If you're running Windows OS, in the Firefox window, click Tools > Options.
  2. Tip: If you're running Mac OS, click the Firefox drop-down list > Preferences.
  3. On the Content tab, click the Enable JavaScript check box.
Visit Site here
  1. Click the "Settings and more" icon at the top right of the Edge browser window.
  2. Click Settings.
  3. From the Settings menu, click Cookies and site permissions.
  4. Scroll down and click on JavaScript.
  5. In the JavaScript window, toggle the slider to "on" or "allowed."
  6. Close the Settings tab.
  7. Refresh the page.
Visit Site here
  1. Go to Settings.
  2. Click Advanced in the left sidebar, and click Privacy & security.
  3. Under Privacy and security, click Site settings.
  4. Click JavaScript.
  5. At the top, turn on or off Allowed (recommended).
Visit Site here
Any Question? Contact us
logo
Jobs or company...

Relationship Manager - Private Banking SG

Salary undisclosed

Apply on

Linkedn
Original
Simplified
Responsibilities

 JOB DESCRIPTION

Strategy and Planning

  • Design and implement strategic plans in developing and maintaining CIMB Private Banking client base and growing the revenue and asset under management to achieve business objectives.
  • Promote CIMB Private Banking brand and products, and continually enhance value propositions and products offering which will add value to both the bank as well as clients.
  • Works closely with other PB offices across the Group to provide bank wide solutions to high net worth clients.

Business Performance and Management

  • Achieve AUM, profitability and any other target as set by Management.
  • Demonstrate the ability to build and maintain the client base through analyzing needs and proactively implementing/monitoring solutions to meet client needs.
  • Analyses & Identifies investment and credit solution gaps with suitable recommendations based on Client’s Investment Personality Profiler.
  • Cooperate closely with other PB bankers for client referrals and execution of cross-border deals.
  • Focus on networking activities with clients, referrals and prospects.
  • Proactively establish working relationship with internal business units to provide comprehensive financial and wealth management solutions to target clients.
  • Meet or exceed KPI set by Management/Supervisors so as to ensure overall business profitability goals assessment.

People Management

  • To work well with their assistants, Client Service Managers.

Regulatory Compliance

  • Establish and carry out activities to ensure sales processes are in accordance with bank’s policies/procedures and respective markets’ regulations.

Requirements

Qualifications

  • University Degree or equivalent qualification in Business Administration, Banking, Finance, Economics or related field

Professional Qualification and/or Regulatory, Licensing Requirements

  • CACS certification, and any other relevant regulatory requirements

Relevant Work Experience

  • Minimally 5-7 years of experience, and a proven track record of success in building relationships and developing new client relationships

Technical/Functional Skills

  • Strong background in investments, corporate finance, banking or related advisory services
  • Good product knowledge - Capital Markets, Risk Management, Investment Management, and Trust and Estate Planning would be an advantage

Personal Skills (Soft Competencies)

  • Strong interpersonal skills with external and internal clients with keen interest in client services
  • Mature & experienced in handling various types of client scenarios.
  • Understands the profile of various High-Net-Worth individuals in order to deliver excellent holistic service
  • Sales driven and compliance consciousness
  • Detail oriented, adapt at problem solving
  • Comfortable in working in fast paced environment
Similar Jobs