Lead of Private Banking Client Relationships
1 day ago
T- Posted by
- Tiffany Chen- Recruiter Join a leading banking institution as the Lead of Private Banking Client Relationships, where you will play a pivotal role in shaping and expanding the exclusive client portfolio. This dynamic position involves leading a team of Relationship Managers, driving the development of premium Private Banking services, and ensuring top-tier client engagement. You’ll oversee team performance, compliance, and operational excellence, all while championing exceptional client experiences. This is an exciting opportunity for an experienced banking professional to make a lasting impact and contribute to the success of a distinguished financial institution.
Reporting to PB Management, this role will lead the Private Banking Client Relationship team with the following** key responsibilities**:
- Develop and expand the customer base while enhancing Private Banking products and services to achieve the department’s business objectives, ensuring full compliance with the bank’s policies and procedures.
- Maintain and nurture strong client relationships.
- Supervise Relationship Managers to help them meet their individual KPIs.
- Review and approve exception transaction requests, customer due diligence, and documentation submitted by Relationship Managers.
- Oversee team resources and coordinate staff training to ensure continuity in business activities and customer service standards.
- Fulfill additional tasks as assigned by the reporting manager.
**Requirements**:
- Bachelor’s degree or higher.
- CACS P1 & P2.
- Minimum of 5 years in a relevant role.
- Strong analytical, coordination, and communication skills.
-
GREENLANE PRIVATE LTD.
5 days ago
Singapore GREENLANE PRIVATE LTD. Full timeRoles & Responsibilities About the Role: Join a leading financial institution’s Private Banking team as a Relationship Manager. This role is ideal for candidates with Premier Banking experience looking to step into Private Banking. You will manage and grow a portfolio of high-net-worth individuals by providing tailored investment advisory and delivering...
-
Relationship Manager, Private Banking
3 days ago
Singapore TALEIX PRIVATE LIMITED Full timeOur clients are renowned international banks with a rich heritage in private banking, serving a global high net worth clientele. With a legacy of excellence and dedication to superior service, they are esteemed leaders in wealth management.**Main Responsibilities** - Provide strong support to UHNW/HNW clients in executing banking and investment transactions,...
-
Singapore GREENLANE PRIVATE LTD. Full time $150,000 - $200,000 per yearJob DescriptionOur client, a leading international bank with a strong regional presence, is seeking an experienced Private Banking Relationship Manager to join them in Singapore. This is a client-facing role focused on acquiring and managing relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, delivering tailored wealth...
-
Premier/private Banking Relationship Manager
1 week ago
Singapore GREENLANE PRIVATE LTD. Full time**About the Role**: **Key Responsibilities**: - Acquire, develop, and maintain relationships with high-net-worth clients and manage their wealth portfolios. - Provide investment product advisory and customized solutions aligned with clients’ financial goals. - Serve as a trusted advisor to clients, enhancing client loyalty and the bank’s reputation. -...
-
Private Banking Relationship Manager
2 weeks ago
Singapore Hays Full time**Your new company** We are partnering with a leading Asian bank that is looking to expand their team! **Your new role** - Acquire new Ultra High Net Worth Individuals and solicit business opportunities through cross-selling, referral and personal business connections - Identify customers’ needs and provide customised solutions on a comprehensive range...
-
Private Banking Relationship Manager
2 weeks ago
Singapore CATHAY UNITED BANK Full timeTo grow private banking/wealth management business that both leverage and expand on the extensive group branches and networks across the south east Asia and Greater China region. **Responsibilities** - Acquire new Ultra High Net Worth Individuals and solicit business opportunities through cross-selling, referral and personal business connections - Identify...
-
Client Services Manager | Private Banking
1 week ago
Singapore The Bank of East Asia (BEA) Full timeTo assist senior Relationship Managers in providing private banking service to clients. To answer client enquiries on financial markets and
-
Relationship Manager
1 day ago
Singapore THE HONGKONG AND SHANGHAI BANKING CORPORATION LIMITED Full time**Description** **Some careers have more impact than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...
-
Premier Private Clients
3 days ago
Singapore Ambition Full timeOur client, a leading international foreign bank is looking for highly driven Relationship Managers to join their expanding team. **Responsibilities: -** - Actively acquire and prospect new customers for the Premier Banking - Private Client (Onshore & Offshore) segment (AUM S$1.5 million & above). - Develop and strengthen their relationships with the Bank...
-
Singapore Ambition Full timeOur client, a leading foreign bank is looking for highly driven Relationship Manager to join their team. **Responsibilities: -** - Actively acquire and prospect new customers for the Premier Banking - Private Client (Onshore & Offshore) segment (AUM S$1.5 million & above). - Develop and strengthen their relationships with the Bank in accordance with...