Private Banking Relationship Manager

CATHAY UNITED BANK

Singapore, Singapore
**
Ultra high net worth individuals acquisition
Cross-selling and referral business generation
Customized private banking solutions
** Cathay United Bank is seeking a Private Banking Relationship Manager in Singapore to expand their wealth management business by acquiring Ultra High Net Worth Individuals and providing tailored financial solutions. The ideal candidate should possess a minimum of 10 years of experience in private banking or wealth management, with strong communication skills and a self-motivated nature. **

Job Summary

  • The role focuses on growing the private banking business by leveraging extensive networks across Southeast Asia and Greater China.
  • Responsibilities include acquiring Ultra High Net Worth Individuals and providing customized investment and wealth management solutions.
  • Candidates must ensure all selling activities comply with the Bank's guidelines while promoting long-term client loyalty.

Matching Summary

Match Score: 75

** Cathay United Bank is seeking a Private Banking Relationship Manager in Singapore to expand their wealth management business by acquiring Ultra High Net Worth Individuals and providing tailored financial solutions. The ideal candidate should possess a minimum of 10 years of experience in private banking or wealth management, with strong communication skills and a self-motivated nature. **

Skills & Requirements

Must-have

  • Ultra High Net Worth Individuals acquisition
  • Cross-selling and referral business generation
  • Customized private banking solutions
  • Financial market information provision
  • Compliance with bank guidelines

Nice-to-have

  • Strong communication skills
  • Self-motivated independent worker
  • Long term client relationship building
  • Taiwanese market experience

Key Requirements

  • Minimum Bachelor Degree in Finance/Economics/Business
  • Minimum 10 years experience in private banking or wealth management
  • Attaining CACS 1 & 2 qualifications
  • Qualification as a Covered Person

Work Rights

Not specified

Tailored Resume

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