Jobsforhumanity

Relationship Manager (Hong Kong Market)

Singapore · On-site · Full-time

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About the role

Description from the employer’s posting. Check the employer’s page for the current version.

EmployerJobsforhumanity
LocationSingapore
Work styleOn-site
Employment typeFull-time
Employer posted1 month ago

Job Description:

Job Purpose:

Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment.

Implementation and oversight of the below individual responsibilities:

To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
In consultation with the PB team manager/ branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals
To participate in marketing and promotional activities for customer acquisition.
To source and call on individual prospects.
To provide quality, efficient after-sales services.
To manage anti-attrition and retention of clients.
To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
To solicit referrals from other parts of our client's eg. RMs from C&I, staff, etc.
To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.

Show full description

Key Measurables

Agreed individual sales target.
Agreed service standards to customers.
Operation control and sales compliance.

Strategy

Awareness and understanding of the Group’s business strategy and sales model appropriate to the RM role.

Business

Awareness and understanding of the wider business, economic and market environment in which the Group operates.

Processes

Responsible for executing sales targets.

People & Talent

Set appropriate tone and expectations from their team and work in collaboration with clients and internal stakeholders such as our client's China RMs, 3rd party referral channels and Operations Team.

Risk Management

The ability to stay compliance to the regulated role govern by MAS.

Governance

Awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role.

Regulatory & Business Conduct

Display exemplary conduct and live by the Group’s Values and Code of Conduct.
Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across our client's. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
Lead the Singapore CPBB International Banking Team to achieve the outcomes set out in the Bank’s Conduct Principles. Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.
Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key Stakeholders

Treasury, Investment and Insurance Specialists, our client's China RMs.

Other Responsibilities

Embed Here for good and Group’s brand and values in Singapore CPBB International Banking Team; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats).

Our Ideal Candidate

Understands the core concepts, principles, processes or procedures of Wealth Management and Banking.
CMFAS Exams.
Experience in managing China/Hong Kong/Taiwan Market.
Good understanding and command of Mandarin as the incumbent will be supporting Chinese market.
2-7 years of experience in Banking.
Finance related fields studies relating to financial planning, portfolio reviews, asset allocations.

Role Specific Technical Competencies

Agreed individual sales target.
Agreed service standards to customers.
Operation control and sales compliance.

This position is being recruited on behalf of our client through our Outsourcing service line. Resource Solutions Limited, trading as Robert Walters, acts as an employment business and agency, partnering with top organisations to help them find the best talent. We welcome applications from all candidates and are committed to providing equal opportunities.

Client promotes collaboration and aims to provide a supportive and inclusive environment where all individuals can maximize their full potential.

This advert is posted and reviewed by Resource Solutions India Private Limited, trading as Robert Walters.

As we are continuously hiring for all our clients in the region, we will retain your CV in our database for any other positions that may fit your profile. Therefore, please let us know if you are not agreeable to that.

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