Not specified (assumed on-site interaction due to the nature of private banking).
Establish new accredited investor relationships
Conduct kyc and aml compliance processes
Provide market colors and trend analysis
China Merchants Bank Co., Ltd is seeking a Private Banking Relationship Manager in Singapore to cultivate relationships with accredited investors, enhance customer experience, and meet growth targets. Ideal candidates should have experience in private banking or wealth management, particularly in North Asia, and possess relevant certifications and language skills
Job Summary
The role involves initiating and establishing new relationships with the accredited investor segment while strengthening existing ties.
Candidates must conduct all required Know Your Customer (KYC) and Anti-Money Laundering (AML) procedures and documentation.
Success requires up-selling investment products, providing regular market analysis, and contributing to the bank's bottom-line through profit targets.
Matching Summary
Match Score: 85
China Merchants Bank Co., Ltd is seeking a Private Banking Relationship Manager in Singapore to cultivate relationships with accredited investors, enhance customer experience, and meet growth targets. Ideal candidates should have experience in private banking or wealth management, particularly in North Asia, and possess relevant certifications and language skills.
Skills & Requirements
Must-have
Establish new accredited investor relationships
Conduct KYC and AML compliance processes
Provide market colors and trend analysis
Achieve profit and growth targets
Manage sales documentation and agreements
Nice-to-have
Understanding of mainland China UHNW client needs
Experience in North Asia or China markets
Ability to work in dynamic multi-tasking environment
Oversight of investment product dealing infrastructure
Key Requirements
Minimum degree qualification
At least 3 years Private Banking experience
Passed CACS 1 and/or 2 certifications
Business proficiency in English and Mandarin
Sound understanding of wealth management economics