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Standard Chartered

Relationship Manager, Priority Clients

Standard Chartered
BusinessSingapore, SGPFull-time3 months ago
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About the role

AI summarised

The Relationship Manager for Priority Clients is responsible for managing and growing a portfolio of high-value clients, providing financial advisory services, and ensuring client satisfaction. This role involves cross-selling banking products, maintaining compliance with regulations, and achieving sales targets.

BusinessFull-timeRetail Banking

Key Responsibilities

  • Manage and grow a portfolio of priority banking clients.
  • Provide financial advisory and wealth management solutions.
  • Cross-sell banking products including deposits, loans, and investments.
  • Ensure compliance with AML/KYC and other regulatory requirements.
  • Achieve individual sales targets and contribute to team goals.
  • Maintain high levels of client satisfaction and retention.
  • Prepare regular reports on portfolio performance and client activities.

Requirements

  • Bachelor's degree in Finance, Business, or related field.
  • Minimum 2-3 years of experience in relationship management or wealth management.
  • Strong knowledge of banking products and financial markets.
  • Excellent communication and interpersonal skills.
  • Proven track record in sales and client acquisition.
  • Ability to work under pressure and meet targets.
  • Familiarity with regulatory requirements such as AML and KYC.
  • Relevant certifications (e.g., CFP, CFA) are preferred.