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Wealth Banking Relationship Manager Team Head
Job Description & How to Apply Below
Job Responsibilities:
Sales & Client Management
- Manage and maintain relationships with existing Wealth Banking Clients
- Acquire New-to-Bank (NTB) clients and grow the wealth portfolio
- Generate fee income through investment, insurance, and wealth management products
- Achieve Annualized Premium Equivalent (APE) targets
- Conduct KYC processes and ensure compliance with regulatory requirements
- Monitor and manage PEP Clients in accordance with bank policies
- Lead and manage a team of Wealth Banking Relationship Managers to individual and team targets.
- Monitor Team Performance, AUM growth, client acquisition, revenue, and sales activities.
- Provide guidance to team members on client engagement, product solutions, and sales strategies.
- Ensure the team complies with bank policies, SOP's, SLA's, and applicable regulatory requirements.
- Conduct regular team performance reviews and report team progress to management.
- WPPE and/or AAJI certification is required
- Proficient in Hokkien is required
- Proficient in Mandarin is preferred
- Bachelor's degrees any major from reputable university
- Strong leadership, communication, sales, and relationship management skills
- Good communication in English written and conversational
- Willing to be placed in different branches in same city
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