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Relationship Manager - Private Banking SG

Salary undisclosed

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Job Description:Responsibilities: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
  • Minimum of 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
Job Description:Responsibilities: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
  • Minimum of 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