Director - Relationship Manager (Private Wealth Management)
2 weeks ago
Role & Responsibilities
- Client Acquisition & Relationship Building: Identify and acquire new high-net-worth clients, nurturing long-term relationships and providing tailored wealth solutions.
- Client Insight & Wealth Planning: Understand clients’ business backgrounds, sources of wealth, and financial objectives to deliver strategic wealth management services.
- Tailored Financial Solutions: Develop customized investment and risk management solutions that address clients’ financing and liquidity needs.
- After-Sales Service: Provide consistent, high-quality after-sales support to enhance client satisfaction and trust.
- Performance & Compliance: Meet annual targets and uphold service standards, ensuring compliance with all company and regulatory requirements.
Requirements
- Bachelor’s degree with a minimum of 10 to 15 years’ experience in private wealth management, serving high-net-worth clients.
- Strong familiarity with the Greater China market, including regulatory and compliance requirements.
- In-depth product knowledge and the ability to interact with clients in the Greater China region.
- Singapore Client Advisory Competency Standards (CACS) qualification required.
- Excellent client-facing, sales, and stakeholder management skills.
If you’re passionate about wealth management and have expertise in the Greater China market, we invite you to apply by sending your CV to glennwong@talentvis.com. Alternatively, feel free to share this opportunity within your network.
Warm regards,
Glenn Wong
Financial Services Business Lead, R1106685
-
Private Wealth Management Director
1 day ago
Singapore Talentvis Singapore Pte. Ltd. Full timeOur company, Talentvis Singapore Pte. Ltd., seeks a skilled and experienced professional to fill the role of Director - Relationship Manager (Private Wealth Management). This position requires a deep understanding of the Greater China market, with a focus on client acquisition and relationship building, as well as providing tailored wealth solutions.Key...
-
Singapore PEOPLESEARCH PTE. LTD. Full timeRoles & ResponsibilitiesOffshore Private Banking Relationship Manager (Director/Executive Director)Our client is a leading global bank renowned for its expertise in private banking and wealth management. They are currently seeking an experienced and accomplished Offshore Private Banking Relationship Managers at the Director/Executive Director level to join...
-
Relationship Manager, Private Wealth Management
2 months ago
Singapore HL BANK Full timeRoles & ResponsibilitiesThe Relationship Manager is the primary point of contact between the clients and the Bank. He/she is responsible for the proactive management of a portfolio of High Net Worth/Ultra High Net Worth private wealth clients. This includes the delivery of comprehensive wealth management solutions to meet clients’ needs.At HL Bank, we are...
-
Singapore Partners Group Full timeJob OverviewAs a Client Relationship Manager Private Wealth Specialist at Partners Group, you will be part of the Private Wealth APAC Client Solutions team, responsible for building new and expanding existing relationships with private wealth channels across the region. This role involves managing existing and developing new relationships and fundraising...
-
Wealth Director
3 weeks ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeKey Responsibilities:As a Wealth Director at APEX WEALTH MANAGEMENT LLP, you will provide advisory services on all Bancassurance products under the Personal Banking segment. This includes conducting training and continuing education for Personal Financial Consultants on Bancassurance products.You will be responsible for achieving revenue targets set out by...
-
Senior Relationship Manager, Private Wealth
4 weeks ago
Singapore eFinancialCareers Full timeJob Title: VP, Relationship Manager, Private Wealth ManagementAs a key member of our Private Wealth Management team, you will be responsible for developing and maintaining strong relationships with high net worth clients in Singapore and Hong Kong.Key Responsibilities:Develop and implement business strategies and tactics in Singapore, working closely with...
-
Wealth Manager
6 days ago
Singapore STRATEGIC WEALTH MARKETING PTE. LTD. Full timeRoles & ResponsibilitiesWealth ManagerReports To:DirectorJob Overview:The Wealth Manager reviews financial status of the client and advises on their financial portfolio to meet their needs. He/She meets up with clients to understand their financial expectations. He/She also reviews and prepares customised policies for their clients. He/She maintains good...
-
Relationship Manager, Private Wealth Solutions
3 weeks ago
Singapore A BETTER CO PTE. LTD. Full timeRoles & ResponsibilitiesOur Client is a fast growing Financial Wealth Consultancy Brokerage who is expanding its Private Wealth Team. Responsibilities: Maintain consistent engagement with clients and partners in developing robust and sustainable referral relationships Build up ongoing development of new client relationships to ensure a balanced referral...
-
Wealth Management
1 month ago
Singapore BNP Paribas Wealth Management Full timePosition Purpose Identify, originate, develop and maintain Wealth Management client relationships for clients on an advisory basis Manage existing and new client relationships in a thoroughly professional manner with the full support of management and in line with the professional ethics and guidelines established by BNP Paribas from time to time Direct...
-
Client service officer
2 weeks ago
Singapore Indosuez Wealth Management Full timeClient Service Officer - Wealth Management M/F Business type Types of Jobs - Sales / Customer Service Job title Client Service Officer - Wealth Management M/F Contract type Permanent Contract Job summary As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). His...
-
Relationship Manager
4 weeks ago
Singapore Fargo Wealth Group Limited Full time**Key Responsibilities:** 1. **Client Acquisition and Relationship Management:** • Develop and maintain strong relationships with high net worth (HNW) and ultra high net worth (UHNW) clients in the Asia market. • Provide personalized financial and investment advice to clients, ensuring alignment with their financial objectives. 2. **Business Development...
-
Wealth Management Advisor
2 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob Summary: We are seeking a highly skilled and experienced Wealth Management professional to join our team at BNP Paribas Wealth Management. As a key member of our team, you will be responsible for identifying, originating, developing, and maintaining client relationships on an advisory basis.Key Responsibilities:Client Relationship Management: Develop and...
-
Wealth Management Professional
4 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for identifying, originating, developing, and maintaining client relationships on an advisory basis. You will manage existing and new client relationships in a professional manner, with the full support of management and in line with the professional...
-
Wealth Management Professional
4 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for contributing to the team's performance, achieving efficiency, and promoting team spirit and professionalism. You will identify, originate, develop, and maintain client relationships on an advisory basis, managing existing and new client relationships...
-
Singapore Partners Group Full timeAbout the RoleThis is an exciting opportunity to join Partners Group's Private Wealth APAC Client Solutions team in Singapore. As a Client Relationship Manager, you will play a key role in building and broadening relationships with private wealth channels across the region. With a strong focus on collaboration and fundraising, you will work closely with the...
-
Financial Director
10 hours ago
Singapore United Overseas Bank Full timeJob Summary:We are seeking an experienced Financial Director to lead our Private Wealth team in Singapore.About United Overseas Bank:United Overseas Bank Limited is a leading bank in Asia with a global network of over 500 branches and offices in 19 countries and territories.Responsibilities:Lead the Private Wealth team to achieve business objectivesDevelop...
-
Wealth Management Professional
1 day ago
Singapore BNP Paribas Wealth Management Full timeJob SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for contributing to the team's performance, achieving efficiency, and promoting team spirit and professionalism. You will identify, originate, develop, and maintain client relationships on an advisory basis, managing existing and new client relationships...
-
Financial Professional
3 weeks ago
Singapore UOB KAY HIAN PRIVATE LIMITED Full timeJob Title: Private Wealth Management AssociateUOB KAY HIAN PRIVATE LIMITED is seeking an experienced and skilled Private Wealth Management Associate to join their team. As a key member of the Products team, you will be responsible for managing client relationships, providing product recommendations, and ensuring seamless day-to-day operations.Key...
-
Singapore Partners Group Full timeWhat it's about Based in Partners Group Singapore office, this position will be part of the Private Wealth APAC Client Solutions team, which is responsible for building new and broadening existing relationships with private wealth channels across the region. Amid strong growth in this client segment, Partners Group is looking to expand its footprint to...
-
Private Banking Relationship Manager
3 weeks ago
Singapore UPPER SPRING CONSULTING PTE. LTD. Full timeRoles & ResponsibilitiesWe are representing our client, 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...