Relationship Manager Private Banking
18 hours ago
Our client is a reputable international bank with a strong Private Banking franchise globally. They are seeking an experienced Relationship Manager (RM) to join their Private Banking division in Singapore.
You will be responsible for managing and expanding a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering tailored wealth management solutions and maintaining long-term, trusted relationships.
**Responsibilities**:
- Manage and grow a portfolio of HNW/UHNW clients, providing holistic wealth management and investment advisory services.
- Identify and acquire new clients through referrals, professional networks, and business development efforts.
- Partner with internal specialists (Investment Advisory, Wealth Planning, Credit) to deliver comprehensive financial solutions across asset classes.
- Conduct portfolio reviews and provide market insights, ensuring clients’ portfolios align with their investment goals and risk appetite.
- Ensure compliance with all regulatory, KYC, and AML requirements while maintaining high ethical standards.
- Maintain strong internal collaboration with product teams to enhance client experience and portfolio performance.
**Job Requirements**:
- Bachelor’s degree in Finance, Business, Economics, or related field.
- Minimum 3-5 years of experience in Private Banking / Wealth Management, with a proven record in client acquisition and portfolio management.
- In-depth knowledge of investment, credit, and wealth planning solutions.
- Excellent relationship-building and interpersonal skills.
- Strong communication skills in English; proficiency in Mandarin or other Asian languages is advantageous for regional client coverage.
- Relevant CMFAS certifications (e.g., M1, M5, M6, M8, M9, HI) preferred.
Licence Number: 18S9037
EA Registration Number: R23112003
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