Relationship Manager, Private Banking
Our client, a leading bank is now urgently looking for high
calibre candidate to join their team.
- Responsible for
identifying, originating and developing client relationships within the
high net worth segment, with individuals or families on an ongoing basis
to achieve the business strategies stipulated by the Bank.
- Understand clients’
wealth management needs and formulate appropriate solutions to meet the
needs based on the clients’ circumstances and risk appetite.
- Provide banking
services and execute transactions for clients on a timely and effective
- Monitor clients’
portfolio and provide timely update to clients as appropriate.
- Perform regular
reviews with clients to re-assess client’s risk profile, wealth management
needs and other customer details.
- Originate, develop
and maintain relationship with business partners and assist in the
development of marketing and business related projects.
- Perform tasks in
accordance with regulatory and compliance requirements.