Key Accountabilities:
- Serve as single point of contact (SPOC) in Singapore for FAB Network RMs
- Be the resident expert for Singapore booking Centre regulations processes
- On-board new family office clients in APAC GCC NRIs and service existing relationships
- Assist to increase penetration of Investment Insurance Treasury and lending products within 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 banks policies for client management and sales of PB products
- Ensure overall compliance to regulations and qualification criteria from MAS
Job Context:
MAS-Individual Accountability & Conduct
- Designated as Material Risk Personnel - MRP as per MAS-Individual Accountability and Conduct Guidelines
- Adhering to the Fit and Proper requirements of the bank
- Confirm and attest to the Job Description and Balance Scorecard (if applicable) on a periodic basis
- Ensure completion of MRP assessment with Senior Manager
- Adhere to the Banks Code of Conduct
Frameworks Boundaries & Decision Making Authority:
- Functions within the framework and boundaries of Group policies as well as overall organisational and governance frameworks.
#LI-MM2
Qualifications :
Knowledge & Experience:
Essential
- Post Graduate degree in Management / Commerce/Finance/Economics or equivalent qualification from a recognised university
- Minimum 15 years of hands-on experience in relationship handling
- Strong sales negotiation and client servicing skills
- Currently performing a similar role 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
Remote Work :
No
Employment Type :
Full-time