Discover your dream Career
For Recruiters

Private Banking Relationship Manager

GreenLane Singapore
Posted 4 days ago In-Office Job Permanent S$8k - S$16k
T
Posted by
Tiffany Chen
Recruiter

Job Descriptions

1. Acquire and onboard new PB clients onto the platform.
2. Growth of Net New Money and AUM.
3. Generating investment revenue of AUM.
4. Providing wealth management and banking services to clients.
5. Full compliance to rules and regulations governing the business.

Job Requirements

1. A network of client referral channels.
2. Ability to successfully convert and generate AUM into revenue.
3. Good financial market/product knowledge.
4. Keep abreast of market developments and opportunities and work closely with Investment Advisors to co-manage the portfolio of clients.
5. Deliver excellent service to clients and deepen relationship by value adding to clients’ wealth management needs with timely portfolio rebalancing and portfolio performance updates.
6. CACS certification is preferred.

More Jobs From GreenLane
GreenLane
Corporate Banking Relationship Manager
GreenLane
Singapore
5 days ago Full time S$6k - S$10k
GreenLane
Senior Credit Analyst - Portfolio Credit Risk
GreenLane
Singapore
4 days ago Full time S$6k - S$8k
GreenLane
AML/KYC Specialist (FI clients)
GreenLane
Singapore
2 days ago Full time S$4k - S$6k
GreenLane
Gasoil&Gasoline Trading Manager
GreenLane
Singapore
2 days ago Full time S$10k - S$20k
GreenLane
Market Risk and Product Control Officer
GreenLane
Singapore
4 days ago Full time S$4k - S$6k

Boost your career

Find thousands of job opportunities by signing up to eFinancialCareers today.
More Jobs Like This