Private Banking Relationship Manager
3 days ago
Led by seasoned leaders, our client is a large wealth management platform that consists of a nimble, high-impact team of professionals. My client seeks client-centric Relationship Managers to join this boutique team. You will be responsible for building and maintaining deep relationships with high-net-worth clients, delivering tailored wealth management advice, and driving revenue growth by leveraging their multi-product platform.
Job Title:
Relationship Manager - Wealth Management
Location:
Singapore
About the Firm:
Led by seasoned leaders, our client is a large global wealth management platform that consists of a nimble, high-impact team of professionals. The business features a comprehensive offering to deliver a full suite of wealth management solutions, creating a powerful cross-selling engine across business offerings.
They have a strong capital ratio and balance sheet providing growth and stability for clients.
Role Overview:
My client seeks client-centric Relationship Managers to join this high performing team. You will be responsible for building and maintaining deep relationships with high-net-worth clients, delivering tailored wealth management advice, and driving revenue growth by leveraging their multi-product platform.
Key Responsibilities:
- Manage and grow a portfolio of high-net-worth clients through consultative relationship management
- Identify and capture cross-selling opportunities across asset management, banking, securities, insurance, and investment banking products
- Work closely with asset relationship managers and specialists to deliver holistic wealth solutions
- Educate clients on discretionary portfolio management and alternative investments to fill existing service gaps
- Use balance sheet products effectively to enhance client investment strategies
- Ensure adherence to regulatory and compliance standards
- Actively contribute to business development and client acquisition efforts
Qualifications:
- Proven track record as a Relationship Manager or Private Banker servicing high-net-worth clients
- Deep understanding of wealth management products including asset management, securities, banking, and insurance
- Knowledge or interest in discretionary portfolio management and alternative investments is advantageous
- Excellent interpersonal and communication skills, with an ability to build trust and rapport with sophisticated clients
- Ability to work collaboratively within a seasoned team
- Relevant professional certifications (e.g.,CACS Paper 1 & 2) preferred
Why join my client?
- Opportunity to work alongside industry veterans with strong regional and global expertise
- Access to a diversified platform with broad product capabilities and strong capital backing
- Join a boutique environment with the resources of a large international institution
- Shape your career by addressing key market gaps and delivering innovative wealth management solutions
Please apply below to take the next step in your Private Wealth career.
Do note that we will only be in touch if your application is shortlisted.
Robert Walters (Singapore) Pte Ltd
ROC No.: E | EA Licence No.: 03C5451
EA Registration No.: R Serena Fernando
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