Relationship Manager - Private Banking SG

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

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

Relevant Work Experience

Minimum of 5-7 years 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 Networth 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

See also