The role is responsible for acquiring and managing client relationships by offering Private Banking products and services across the identified customer segments and geographies to achieve financial and non-financial business objectives. Help to establish FAB as a strategic player in the PB business across Asia region.
Source new clients and service existing relationships
Increase penetration of Investment, Insurance, Treasury and lending products in client portfolios
Contribute to increase in overall AUM of PB business
Generate fee, forex and interest income
Ensure compliance to KYC/AML policies (as prescribed)
Ensure adherence to bank’s policies for client management and sales of PB products
Ensure overall compliance to regulations and qualification criteria from MAS
KNOWLEDGE, SKILLS AND EXPERIENCE:
Bachelor degree in Commerce/Finance/Economics or equivalent qualification from a recognised university.
Minimum 7 years of hands-on experience in relationship handling.
Strong sales, negotiation and client servicing skills.
Currently managing a portfolio of HNWI customers in Asia region.
Passed Client Advisory and Competency Standards Assessment (CACS papers I & II)
Meets MAS qualification criteria for Financial Advisors.
Display high level of integrity to customers and the Bank.