Relationship Manager

CA INDOSUEZ (SWITZERLAND) SA
  • Job category
    Banking and Finance
  • Job level
    Professional
  • Contract type
    Permanent
  • Location
    Central
  • Salary
    S$160000 - S$240000

Job Description

The role will be responsible for:

  • Acquisition of new client relationships and development of existing client relationships within the Private Banking sector
  • Selling a range of private banking products to existing and potential clients.


Key Responsibilities:

  • Assess clients’ needs and risk profile and assist RM in providing advice on appropriate investment mix and structures. Provide financial feedback for tailoring services for clients.
  • Analyze client needs and assist in developing marketing and product development or enhancement strategies.
  • Prepare accounts opening documentation, transaction documentation, general instructions and credit proposals.
  • Maintain communication with advisory desk on available investment opportunities.
  • Call on potential clients with senior RM to develop new business.
  • Meet existing clients to promote the Bank’s products and services
  • Effect transactions on behalf of clients and informs relationship managers and clients of any irregularities according to account documentation or general instruction.
  • Ensure that private banking transactions comply with the Bank’s policies and legal requirements.
  • Key contact for clients’ enquires on daily operational basis.
  • Assume any other tasks as assigned.


Key Requirements:

  • Relevant Relationship management experience in Private Banking
  • Proven track record in asset gathering, asset growth and revenue generation
  • Excellent commercial and negotiation skills
  • Highly developed communication skills for use in direct client contact and problem solving
  • Ability to provide strong financial and statistical analysis.
  • Strong customer service focus
  • Attention to detail and the ability to think creatively to solve problems
  • Excellent understanding of financial markets and products

Closing on 12 Mar 2021

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