Relationship Manager - Private Banking SG

Responsibilities JOB DESCRIPTION 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 Networth 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

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