Relationship Manager - Private Banking

About the role

CIMB is looking for a Relationship Manager for its Private Banking business in Singapore. The role builds and maintains the private banking client base, grows revenue and assets under management, and delivers comprehensive financial and wealth management solutions to high net worth clients.

Key responsibilities

• Design and implement strategic plans to grow the client base, revenue and assets under management
• Promote CIMB Private Banking brand and products, and improve value propositions for bank and clients
• Work with other Private Banking offices across the Group to give high net worth clients bank-wide solutions
• Achieve AUM, profitability and other targets set by management, and meet or exceed KPIs
• Analyse client needs and recommend investment and credit solutions based on the client's investment personality profile
• Cooperate with other bankers on client referrals and cross-border deals, and network with clients, prospects and referral sources
• Build strong working relationships with internal business units to deliver comprehensive wealth management solutions
• Ensure sales processes comply with bank policies and market regulations, and work with assistants and Client Service Managers

Required profile

• University degree or equivalent in Business Administration, Banking, Finance, Economics or a related field
• CACS certification and any other relevant regulatory or licensing requirements
• Minimum of 5-7 years of experience with a proven track record of building client relationships
• Strong interpersonal skills, maturity in handling diverse client scenarios, and understanding of high net worth profiles
• Sales-driven, detail-oriented, adaptable problem solver comfortable in a fast-paced environment

Required skills

• Background in investments, corporate finance, banking or related advisory services
• Good product knowledge; capital markets, risk management, investment management and trust and estate planning are an advantage