Relationship Manager, Private Banking

12 hours ago


Singapore TALEIX PRIVATE LIMITED Full time

Our 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, ensuring seamless service delivery.
- Assist in KYC checks and account openings, ensuring adherence to Private Banking compliance and regulations.
- Regularly review client portfolios for necessary updates, staying informed of market trends and investment opportunities.
- Maintain a strong understanding of the Private Banking product suite to effectively address client inquiries and recommend appropriate solutions.
- Communicate effectively with internal and external stakeholders to ensure smooth operations and client satisfaction.

**Requirements**:

- Bachelor's degree with a strong academic track record.
- Minimum 3 years of relevant experience in Private Banking/Wealth Management.
- Possession of CACS Paper 1 and 2 certifications.
- Strong knowledge of the Private Banking product suite is highly advantageous.
- Excellent communication and interpersonal skills.
- Ability to liaise effectively with internal and external stakeholders.
- Proactive attitude with a commitment to delivering excellent customer service.

**Next Steps**

**License**

John Liau

EA License: 24C2165

Personnel: R2196654



  • Singapore GREENLANE PRIVATE LTD. Full time $150,000 - $200,000 per year

    Job 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...


  • Singapore GREENLANE PRIVATE LTD. Full time

    Roles & 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...


  • 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. -...


  • Singapore CATHAY UNITED BANK Full time

    To 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...


  • 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...


  • Singapore DADACONSULTANTS PTE. LTD. Full time

    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...


  • Singapore HSBC Full time

    -Job description **Some careers open more doors than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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...


  • Singapore CHINA MERCHANTS BANK CO LTD Full time $80,000 - $200,000 per year

    Job Description:Initiate and establish new relationship (accredited investor segment).Develop and strengthen their relationships with the Bank in accordance with relevant business goals.Conduct all required Know Your Customer (KYC), AML process, procedures and documentations.Up-sell and provide regular market colors and trend analysis to these...


  • Singapore HSBC Full time

    Some careers have more impact than others. If you're looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued. International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across...


  • DBS Asia Central, Singapore at DBS Full time $150,000 - $200,000 per year

    VP, Relationship Manager, Private Banking (Greater China Market), Consumer Banking Group - (WD Business Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in...