Private Relationship Manager

6 days ago


Singapore GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. Full time

Overview (Job ID: ) Role Overview: We are seeking high-performing Private Bankers to join our Singapore-based team, focusing on client acquisition and portfolio growth across Malaysia, Thailand, and Indonesia . You will be responsible for delivering bespoke wealth solutions and deepening relationships with UHNW clients, serving as a trusted advisor across generations. Responsibilities New Client Acquisition: Identify and onboard new UHNW clients in Malaysia, Thailand, and Indonesia , growing your portfolio and AUM. Relationship Management: Build long-term, multi-generational client relationships by deeply understanding their wealth creation sources and financial goals. Advisory & Investment Solutions: Deliver tailored investment strategies and wealth planning solutions aligned with clients\' risk profiles and objectives. Cross-Selling Products: Collaborate with product specialists to provide a full range of private banking solutions across investments, insurance, credit, and estate planning. Compliance & Risk: Ensure full compliance with regulatory requirements including KYC/AML , MAS regulations , and internal policies . Revenue Target: Maintain and grow a book of business generating annual revenues between USD 1.8 to 2 million . Requirements Minimum 7 years of experience in Private Banking, with demonstrated success in client acquisition and portfolio management. Proven ability to manage UHNW clients In-depth understanding of financial products, advisory strategies, and market trends across Malaysia, Thailand, and Indonesia . Strong compliance knowledge and familiarity with MAS regulatory standards. CACS Paper 1 and 2 certifications are mandatory for this role. Bachelor\'s degree required; professional qualifications (e.g. CFA, CFP) are an advantage. We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume



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