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 • To work well with their assistants, Client Service Managers 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 • CACS certification and any other relevant regulatory 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 Net Worth 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