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DBS Bank

AVP, Relationship Manager, Private Banking (Greater China Market), Consumer Banking Group

DBS Bank
BusinessSingapore - CentralFull-time4 weeks ago
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About the role

AI summarised

This is a senior relationship manager role in private banking at a major bank, focusing on the Greater China market. The role involves managing and growing a portfolio of high-net-worth clients, providing wealth management solutions, and ensuring compliance with regulatory standards.

BusinessFull-timeGeneral

Key Responsibilities

  • Manage and grow a portfolio of high-net-worth clients in the Greater China market.
  • Provide tailored wealth management solutions including investment advisory, credit, and estate planning.
  • Acquire new-to-bank clients through referrals and networking.
  • Monitor client portfolios and provide regular market updates and reviews.
  • Ensure compliance with AML, KYC, and other regulatory requirements.
  • Collaborate with product specialists to deliver comprehensive banking solutions.
  • Achieve individual financial targets including AUM growth, revenue, and cross-selling goals.

Requirements

  • Minimum 8 years of experience in private banking or wealth management.
  • Strong track record in client acquisition and portfolio management.
  • In-depth knowledge of investment products, credit, and trust services.
  • Excellent communication and interpersonal skills.
  • Proficiency in Mandarin and English; knowledge of other Chinese dialects is a plus.
  • Bachelor's degree in Business, Finance, Economics, or related field.
  • CFA or equivalent certification preferred.
  • Strong understanding of Greater China market dynamics and regulatory environment.
  • Ability to work independently and as part of a team.
  • High level of integrity and professionalism.