Private Banking Relationship Manager

2 days ago


Singapore UPPER SPRING CONSULTING PTE. LTD. Full time
Roles & Responsibilities

We are representing our client, an established Asian bank, to look for Private Banking Relationship Managers to complement the existing team in Singapore branch.


Responsibilities

  • Prospect new Private Banking clients and secure new relationships, and meet the assigned targets.
  • Grow Net New Money and Asset under Management.
  • Work closely with Investment Advisors to co-manage the portfolio of clients and generate investment revenue.
  • Deliver excellent service to clients and deepen relationship by value adding to clients’ wealth management needs.
  • Ensure that all transactions comply with the Bank and regulatory requirements.
  • Conduct business with a high degree of professionalism and integrity.

Requirements

  • Proven track record in Wealth Management covering Singapore, Southeast Asia and/or North Asia markets.
  • Strong track record of client acquisition and revenue generation.
  • Strong relationship with high networth clients.
  • Sound knowledge of Wealth Management products.
  • Strong network of client referral channels.
  • Good understanding of compliance and regulatory requirements.
  • Completed CACS Papers 1 & 2.

Tell employers what skills you have

Product Knowledge
Wealth Management
Investment Advisory
Investment Strategies
Client Acquisition
Know Your Client - KYC
Relationship Management
Private Banking
Risk Management
Compliance
Advising Clients
Regulatory Requirements

  • Singapore ICICI BANK LIMITED Full time

    Roles & Responsibilities The role of the Private Banking Relationship Manager (RM) is to understand client requirements across Non Resident Indian (NRI) customer base, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios Acquire High Net-worth Clients & mine existing relationships...

  • Relationship Manager

    3 months ago


    Singapore LMA Full time

    We are currently partnering with one of the leading private banks globally, providing tailored solutions to clients looking for personalized financial services, investment opportunities, and wealth protection strategies Responsibilities: Provide tailored investment advice, monitor client portfolios, and ensure client satisfaction. Develop wealth management...


  • Singapore PERSOLKELLY Hong Kong Limited Full time

    At PERSOLKELLY Hong Kong Limited, we are seeking an experienced Senior Private Banking Relationship Manager to join our team in Singapore. With a strong background in private banking, you will be responsible for deepening relationships with existing clients and acquiring new customers.Key Responsibilities:


  • Singapore ICICI BANK LIMITED Full time $6,500 - $10,950

    The role of the Private Banking Relationship Manager (RM) is to understand client requirements across Non Resident Indian (NRI) customer base, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios Acquire High Net-worth Clients & mine existing relationships across NRI customer...


  • Singapore CHINA MERCHANTS BANK CO LTD Full time

    Job Description: Initiate and establish new relationship (accredited investor segment). Develop and strengthen their relationships with the Bank in accordance with relevant business goals. Conduct all required Know Your Customer (KYC), AML process, procedures and documentations. Up-sell and provide regular market colours and trend analysis to these...


  • Singapore BTI EXECUTIVE SEARCH PTE. LTD. Full time

    Roles & ResponsibilitiesEstablished Private Bank is seeking for seasoned Assistant Relationship Manager.Responsibilities Perform clients consultation Responsible for account openings and processing of clients' orders Provide Private Bankers support in sales administrative matters and attend to clients' enquiries and needsRequirements Equipped with...


  • Singapore BTI EXECUTIVE SEARCH PTE. LTD. Full time

    Roles & ResponsibilitiesEstablished Private Bank is seeking for seasoned Assistant Relationship Manager.Responsibilities Perform clients consultation Responsible for account openings and processing of clients' orders Provide Private Bankers support in sales administrative matters and attend to clients' enquiries and needsRequirements Equipped with...


  • Singapore Danos Group Full time

    Key Responsibilities:Advise frontline on Private Banking's Customer Due Diligence (CDD) policy and procedures and applicable local regulations.Manage client approval end to end for Private Banking files.Evaluate and escalate higher risk relationships and reputation risks arising from CDD to PvB Compliance.Our Ideal CandidateACAMS or ICA Certification...


  • Singapore ICICI BANK LIMITED Full time

    Roles & Responsibilities The role of the Private Banking Senior Relationship Manager (SRM) is to understand client requirements across Non Resident Indian (NRI) customer base, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios Acquire High Net-worth Clients & mine existing...


  • Singapore ICICI BANK LIMITED Full time

    Roles & Responsibilities The role of the Private Banking Senior Relationship Manager (SRM) is to understand client requirements across Non Resident Indian (NRI) customer base, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios Acquire High Net-worth Clients & mine existing...


  • Singapore CITICORP INVESTMENT BANK (SINGAPORE) LIMITED Full time

    Citi Private Bank Relationship Manager LeaderSeeking an experienced Senior Lead to oversee and guide our private banking relationships in Singapore. As a strategic professional, you will be responsible for leading a team of relationship managers, driving revenue growth, and delivering exceptional client experiences.About the Role:Lead a team of relationship...


  • Singapore BTI EXECUTIVE SEARCH PTE. LTD. Full time

    Job OverviewBTI Executive Search Pte. Ltd. is seeking a seasoned Senior Private Banking Relationship Manager to join their team.


  • Singapore PERSOLKELLY Hong Kong Limited Full time

    Our client, a well-established Private Bank are currently seeking for an experienced Relationship Manager to join their team in Singapore (SG). So if you are a SG citizen who wants to go back home or you have the right to work in SG, please do not hesitate to click the apply button below. (Working Visa will NOT be provided) Responsibility: Execute the...


  • Singapore CHINA MERCHANTS BANK CO LTD Full time

    Job Description:Establish and expand client relationships with high net worth individuals in mainland China, enhancing their banking experience and driving business growth.Stay up-to-date on market trends, economic conditions, and investment products to provide informed guidance to clients.Develop and implement tailored solutions to meet clients' unique...


  • Singapore Adecco Personnel Pte Ltd. Full time

    The Opportunity: Permanent role Up to $10,000Adecco is collaborating with a leading international bank specializing in private wealth management, offering tailored investment solutions and personalized financial services to high net worth individuals. About the Job: Assist in managing client relationships and handling administrative tasks to ensure...


  • Singapore CHINA CITIC BANK INTERNATIONAL LIMITED SINGAPORE BRANCH Full time

    Roles & ResponsibilitiesJob Purpose:Acquire and grow high net worth individual customer base through effective relationship management, with special focus on the customers' personal financial analysis, protection and investment needs.Job Responsibilities: Achieve the bank’s objective on private banking business target & plans. Proactively build and...


  • Singapore CHINA CITIC BANK INTERNATIONAL LIMITED SINGAPORE BRANCH Full time

    Roles & ResponsibilitiesJob Purpose:Acquire and grow high net worth individual customer base through effective relationship management, with special focus on the customers' personal financial analysis, protection and investment needs.Job Responsibilities: Achieve the bank’s objective on private banking business target & plans. Proactively build and...


  • Singapore DBS Bank Limited Full time

    DBS Bank Limited: A Premier Private Banking Destination At DBS Bank Limited, we offer a competitive $120,000 - $180,000 per annum salary and benefits package to our top talent. Our dynamic environment supports your development and recognises your achievements. Company Overview DBS' Private Banking offers a one-stop, full-service touch-point for total banking...

  • Relationship Manager

    2 weeks ago


    Singapore ADECCO PERSONNEL PTE LTD Full time

    We are seeking a skilled Relationship Manager to join our team at ADECCO PERSONNEL PTE LTD.Job Summary:A talented and experienced Relationship Manager is required to manage client relationships and handle administrative tasks for private wealth management services. The ideal candidate will have a strong understanding of the bank's products and services,...


  • Singapore GreenLane Full time

    Reporting to PB Management, this role will lead the Private Banking Client Relationship team with the following key responsibilities: • Develop and expand the customer base while enhancing Private Banking products and services to achieve the department’s business objectives, ensuring full compliance with the bank’s policies and procedures. • Maintain...