Senior Relationship Manager – China Market
7 days ago
Location: Singapore
Role Overview:
We are seeking an experienced and highly driven Senior Relationship Manager to grow and manage client relationships within the China market, focusing on HNW/UHNW individuals, entrepreneurs, and corporates. The role involves developing business opportunities, deepening client engagement, providing tailored wealth management solutions, and ensuring excellent service delivery for long-term client retention.
Key Responsibilities
- Develop and maintain strong relationships with clients from the China market, with a focus on new client acquisition and existing portfolio growth.
- Understand clients' financial objectives and risk profiles to provide bespoke advisory across investment, wealth planning, and banking solutions.
- Originate business opportunities through onshore/offshore referrals, networking, client events, and partnership channels.
- Maintain up-to-date knowledge of China market trends, regulations, tax, and cross-border investment landscape.
- Work closely with product, investment, credit, and compliance teams to deliver holistic solutions and ensure regulatory adherence.
- Prepare account plans, monitor portfolio performance, and manage risks effectively.
- Ensure a high standard of client servicing and enhance client loyalty through consistent and proactive engagement.
- Bachelor's/Master's degree in Finance, Business, Banking or equivalent.
- 12 years' experience in Private Banking / Wealth Management / Corporate Banking with a strong focus on China market clients.
- Deep network and proven track record of managing and growing client portfolios of Chinese HNW/UHNW clients.
- Strong understanding of wealth management products, credit solutions, investments, and cross-border advisory (onshore/offshore structures).
- Fluency in Mandarin (native/professional) and English; Cantonese is an advantage.
- Strong communication, interpersonal, advisory, and negotiation skills.
- Solid understanding of KYC, AML and other regulatory/compliance requirements related to China market.
- Entrepreneurial, client-centric mindset with a strong sales and business development orientation.
Confidentiality is assured, and only shortlisted candidates will be notified for interviews.
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