Director, Relationship Manager, PvB

3 days ago


WorkFromHome, Hong Kong SAR China Leadingnation Full time

RESPONSIBILITIES Strategy Drive profitable growth by acquiring, developing and servicing long-term relationships with HNW clients Business Accountable for the performance of individual’s own client book. Deliver NNM, AUM and revenue growth targets and key operating metrics (such as tail accounts management, client acquisition, client satisfaction, portfolio mix). Generate healthy pipeline of target market prospects and convert them into clients. Grow client portfolio size by deepening existing customer relationships. Implement an asset allocation in line with the client needs, and model portfolios as benchmarks. Deliver, monitor and review solutions to clients based on client investment profile. Conduct periodic reviews of client accounts in accordance with established procedures. Deliver profitable growth by controlling costs and mitigating operational losses. Deliver positive client performance in line with client investment profiles. Processes Support the continuous improvement of processes to increase operational efficiency and effectiveness. Support the effective management of operational risks across the Business and in compliance with applicable internal policies, and external laws and regulations at a global level. Support the delivery of Business strategy in a safe and well-controlled manner and on an end-to-end basis. Ensure sales management, suitability and onboarding processes are applied appropriately People & Talent Collaborate with support functions, business partners and product specialists to deliver One Bank, support cross selling efforts and referral program (where applicable), and provide effective client solutions. Risk Management Do what is right in order to avoid reputational risks and operational losses. Understand the risk and control environment within area of responsibility and drive rectification as required. Handle customer issues, complaints and product enquiries on timely basis in accordance with established procedures. Ensure that Risk Management matters that are brought to attention are subject to direct remedial action and/or ensure adequate reporting to the relevant Risk Committees and/or line management. Governance Awareness and understanding of the regulatory framework in which the Group operates and the regulatory requirements and expectations relevant to the role. Ensure adherence with the highest standards of ethics and compliance with relevant polices, processes and regulations forms part of the culture. Participation in Local Client Committee and other relevant committees where applicable. Engage with all audit report findings and ensure feedback is acted upon. Regulatory & Business Conduct Display exemplary conduct and live by the Group’s Values and Code of Conduct. Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Lead the Singapore CPBB Private Banking function to achieve the outcomes set out in the Bank’s Conduct Principles Effectively and collaboratively identify, elevate, mitigate and resolve risk, conduct and compliance matters. Key Stakeholders Platform Managers Client Services Managers Product Specialists and dedicated function partners Relevant Front Office colleagues Other Responsibilities Embed Here for good and Group’s brand and values in Singapore CPBB Private Banking (team); Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats) Qualifications Academic or Professional Education/Qualifications – relevant degree, level 4 RDR compliant qualification 7 years of Relationship Management experience in Private Banking Excellent in business communication Licenses and Certifications/accreditations – as required by role remit and responsibility Professional Memberships – as required by role remit and responsibility Bank training; i.e. mandatory & developmental – as below Demonstrable and relevant experience in the Private Banking industry commensurate with this remit and level of responsibility Strong ability to develop a network of target prospects Proven risk management capabilities Firm in all business guidelines and compliance issues Sound knowledge of financial markets and investment products Outstanding communication and presentation skills Role Specific Technical Competencies Manage Conduct Manage Risk Sales & Relationship Management Market Knowledge Product & Processes What we offer In line with our Fair Pay Charter , we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance , with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation , one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. #J-18808-Ljbffr



  • WorkFromHome, Hong Kong SAR China Standard Chartered Full time

    Director, Relationship Manager, China Corporates Join to apply for the Director, Relationship Manager, China Corporates role at Standard Chartered Job Summary Our Field Account Managers (FAM) partner closely with clients at the country level to drive relationship growth and strategy. They bring deep industry knowledge and develop strong client relationships...


  • WorkFromHome, Hong Kong SAR China HSBC Full time

    A leading global bank in Hong Kong is looking for a HSBC Premier Elite Director to manage relationships with top-tier clients. This role involves providing tailored financial advice, mentoring team members, and ensuring operational integrity. The ideal candidate should possess a bachelor's degree, extensive experience in relationship management, and...


  • WorkFromHome, Hong Kong SAR China HSBC Full time

    HSBC Premier Elite Director We are currently seeking a high calibre professional to join our team as an HSBC Premier Elite Director. As an HSBC Premier Elite Director, you will be joining our dedicated team of experts with enhanced coverage to focus on client needs. You will become part of our exclusively chosen relationship manager who will be assigned with...


  • WorkFromHome, Hong Kong SAR China Wellington Management Full time

    About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions tailored to the unique return and risk objectives of institutional clients in more than 60 countries draw on a robust body of proprietary research and a collaborative culture that...


  • WorkFromHome, Hong Kong SAR China Tokalent Full time

    Business Development Senior Manager / Director - Crypto Market Maker Job Openings Business Development Senior Manager / Director - Crypto Market Maker About the job Business Development Senior Manager / Director - Crypto Market Maker Company Our client is an European crypto market maker that is looking to expand their business development team in Asia. The...


  • WorkFromHome, Hong Kong SAR China Michael Page International (HK) Ltd Full time

    Overview As Regional Sales Manager/Director - APAC, reporting to the head of APAC, you will be responsible for acquiring and expanding relationships with sell-side banking and capital markets clients across the region. This is a hunter role for someone who thrives on building new business, navigating complex sales cycles, and delivering strategic technology...


  • WorkFromHome, Hong Kong SAR China myGwork - LGBTQ+ Business Community Full time

    An inclusive business community in Hong Kong is seeking a Senior Director, Head of Account Management, Greater China. You will lead the account management team and drive sales growth across the region. The ideal candidate has 10-15 years of experience, a proven sales track record, and strong relationship management skills. This role offers a hybrid work...


  • WorkFromHome, Hong Kong SAR China Standard Chartered Full time

    Associate Director, Country Project Management Join to apply for the Associate Director, Country Project Management role at Standard Chartered . Job Summary In this role you will be part of the Hong Kong Programme Delivery Team, in the department Technology and Operations (“T&O”). You will be primarily responsible for the successful delivery of projects...

  • UNPAID VOLUNTEER

    5 days ago


    WorkFromHome, Hong Kong SAR China Blockchain & Climate Institute BCI America Inc. Full time

    UNPAID VOLUNTEER - Director of Operations & HR/ Assistant Director General Role Title: Assistant Director General (Director of HR & Operations) Location: Home-based Time commitment: average 20 hours a week. The Blockchain & Climate Institute (BCI) is an international volunteers‑led think tank dedicated to supporting and advocating the application of...


  • WorkFromHome, Hong Kong SAR China Page Executive Full time

    Top of the class Solution APAC region exposure About Our Client My client is a cutting-edge provider of trading, operations, and risk management technology built for the pace of modern markets. Job Description Location: SingaporeIndustry: Capital Markets TechnologyCompany: A rapidly growing US‑headquartered Trading & Risk Management Platform My client is a...