Relationship Manager
5 days ago
Relationship Manager (Private Wealth)
Location: Singapore
Department: Private Banking
About the Role
We are seeking an experienced and dynamic Relationship Manager (Private Wealth) to join our growing Private Banking team. This is an exciting opportunity for a driven professional who thrives on building trusted relationships with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients across the region.
You'll play a key role in expanding our private wealth portfolio, offering bespoke financial solutions, and helping clients achieve their long-term investment goals.
What You'll Do
- Develop and manage relationships with HNW and UHNW clients, including business leaders, entrepreneurs, and family offices.
- Source new business opportunities through referrals, networking, and existing connections.
- Understand clients' financial needs and craft personalized strategies across investment, wealth management, and private banking products.
- Provide timely market insights, professional advice, and superior service to support clients' financial objectives.
- Foster long-term trust and loyalty through consistent engagement and exceptional client experience.
- Ensure all sales and advisory activities adhere to regulatory standards and internal compliance policies.
What We're Looking For
- Bachelor's degree in Finance, Economics, Business, or a related discipline.
- At least 5 years of experience in Private Banking, Wealth Management, or related financial services roles.
- Proven track record in managing and growing HNW/UHNW client portfolios.
- Strong understanding of investment and wealth management products.
- Excellent communication and interpersonal skills — confident in engaging C-suite executives and sophisticated investors.
- Proficient in English and Mandarin (to liaise with regional Chinese-speaking stakeholders).
- Possesses CACS Paper 1 & 2
Ready to make an impact? We'd love to hear from you Apply today by sending your resume to click apply now
**We regret to inform that only shortlisted candidates would be notified
Talentvis Singapore Pte Ltd | EA License No: 04C3537
EA Personnel Name: Sherwin Wong | EA Personnel No: R1770151
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