Team Head Private Banking (CACS 1 &2 |Senior Role) - CSBDU08

CAREER STORY PTE. LTD.

Islandwide, Singapore
Lead relationship managers to achieve sales targets
Develop strategic plans for high net worth clients
Coach team members on investment strategies
This role involves leading a team of Relationship Managers to drive sales growth and asset accumulation for high net worth clients

Job Summary

  • This role involves leading a team of Relationship Managers to drive sales growth and asset accumulation for high net worth clients.
  • The successful candidate must coach team members, manage performance against targets, and foster a strong culture of talent development.
  • Strict adherence to banking regulations, including Know Your Customer (KYC) standards and anti-money laundering protocols, is required.

Matching Summary

Match Score: 75

This role involves leading a team of Relationship Managers to drive sales growth and asset accumulation for high net worth clients.

Skills & Requirements

Must-have

  • Lead Relationship Managers to achieve sales targets
  • Develop strategic plans for high net worth clients
  • Coach team members on investment strategies
  • Manage assets under management growth
  • Ensure regulatory compliance and KYC standards

Nice-to-have

  • Strong cross-functional collaboration skills
  • Experience in talent pipeline development
  • Ability to resolve team conflicts effectively
  • Proactive market trend analysis capabilities

Key Requirements

  • CACS certified (Level I and II)
  • CMFAS certified (M1B, M5, M6, M6A, M8, M8A)
  • Senior level experience in Private Banking
  • Team leadership and relationship management background

Work Rights

Not specified

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