The function of Wealth Management Department relates to advising retail clients on wealth succession, which advises business owners on business succession planning.
This incumbent will work closely with Relationship Managers (RM) in supporting all aspects of RM’s daily operational and administrative needs. To manage client portfolio and sales KPI figures (Profit and AUM). Suitable candidate will report to the Head of Wealth Management. Geographical coverage in Singapore, however, offshore Japanese clients supports is also expected.
Responsibilities:
Support achieving Sales KPI set for RMs;
Work closely with several departments (Deposit, Remittance, Treasury etc) in Singapore and external partner on operational work of banking and investment transactions;
Support RMs to acquire new clients and strengthen the relationship;
Pro-actively manage clients portfolio and daily sales figures;
Support RMs on administrative work on Business Travel and Entertainment & Gift arrangement;
Managing claims and payment of various expenses of RM’s sales activities.
Act as liaison with Japanese clients and counterpart in Japan headquarter
Requirements:
Degree in Finance/Accounting/Economics or related disciplines.
Minimum 3 - 5 years of relevant experience in the Banking environment, preferably, Private Banking.
Certification such as CACS 1 and 2 will be advantage.
Able to perform accurate, precise and timely mannered operations.
Excellent understanding and knowledge in Banking and Investment products.
Strong team player with high level of initiative with sustainable and continuous desire and efforts to tackle and break through difficult tasks in order to establish client base.
Excellent communication skills
Strong client servicing skill and ability to deal with complex issues.
We regret to inform applicants that only shortlisted candidates will be notified. Thank you for your understanding.
JAC Recruitment Pte Ltd • EA License No. 90C3026 • EA Registration No. R1872520 ( Lum Yu Ru )