Private Wealth Relationship Manager

2 weeks ago


Singapur, Singapore BEATHCHAPMAN (PTE. LTD.) Full time

Roles & Responsibilities Our client is an international private bank and they are expanding the ASEAN and North Asia market team. Key responsibilities: Grow the business through proactive acquisition and retention of HNW/ UHNW clients within the ASEAN and North Asia region Responsible for achieving annual revenue targets and objectives Build and develop a deep understanding of clients’ investment needs Ensure accuracy in product documentation including credit facilities Comply to all guidelines and regulations Requirements: Minimum 5 years of relevant wealth management experience in the ASEAN and North Asia segment Strong understanding of financial products and services Able to collaborate effectively across departments Bachelor degree and possess professional qualifications: CMFAS and CACS Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted. (EA:16S8112/ R ) Tell employers what skills you have Product Knowledge Wealth Management Excellent Communication Skills Investment Advisory Investment Strategies Asset Allocation Investments Relationship Management Private Banking Risk Management Compliance Portfolio Management Banking Regulatory Requirements Customer Service #J-18808-Ljbffr



  • Singapur, Singapore Titans Private Wealth Full time

    JoinTitans Private Wealth, representing Manulife FA's Top Branches, and build a distinguished career advising affluent and high-net-worth clients on investments, trust planning & legacy strategies. What You’ll Do Advise private clients on wealth growth, trusts & estate planning Manage investment portfolios with top-tier product access Deliver high-touch...


  • Singapur, Singapore GREENLANE PRIVATE LTD. Full time

    Roles & Responsibilities Position Title: Relationship Manager – Private Banking Job Description: We are seeking a Relationship Manager to join our Private Banking team, managing a portfolio of high‑net‑worth clients. You will provide tailored investment advisory, build long‑term client relationships, and serve as a trusted advisor while promoting the...

  • Relationship Manager

    3 weeks ago


    Singapur, Singapore TALENTVIS SINGAPORE PTE. LTD. Full time

    Role Overview: The Private Wealth Management Relationship Manager (RM) is responsible for developing and managing a portfolio of High Net Worth Individuals (HNWIs). The RM plays a strategic role in acquiring new clients, crafting personalized wealth management solutions, and maintaining long‑term client relationships. The role demands a strong...


  • Singapur, Singapore GREENLANE PRIVATE LTD. Full time

    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 outstanding client service....


  • Singapur, Singapore Titans Private Wealth Full time

    A prestigious wealth advisory firm in Singapore seeks a dedicated advisor to guide affluent clients on investments and estate planning. You will manage investment portfolios, providing high-touch service while nurturing long-lasting relationships with business owners and professionals. Candidates with a degree in finance or related fields and strong...


  • Singapur, Singapore GREENLANE PRIVATE LTD. Full time

    A prominent financial institution in Singapore is seeking a Relationship Manager to join its Private Banking team. This role involves managing a portfolio of high-net-worth clients, providing tailored investment advisory, and enhancing client satisfaction while ensuring compliance with all internal policies. The ideal candidate should have a recognized...


  • Singapur, Singapore Howden Private Wealth Full time

    Direct message the job poster from Howden Private Wealth About Us With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW...


  • Singapur, Singapore Goldman Sachs Full time

    Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as...

  • UHNW Wealth Planning

    3 weeks ago


    Singapur, Singapore Howden Private Wealth Full time

    A leading wealth planning firm in Singapore is seeking a Mid-Senior level professional to develop relationships with referral sources and present life insurance products. Candidates should have 8-12 years of experience in the financial industry, with a strong analytical mindset and excellent communication skills. This full-time role involves tracking client...


  • Singapur, Singapore SAFE HARBOR CAPITAL MANAGEMENT PTE. LTD. Full time

    A financial advisory firm in Singapore is seeking a Relationship Manager to provide high-level investment strategies and personalized client service. The candidate will acquire and manage a portfolio of high-net-worth clients, ensuring compliance with regulatory standards. A Master's degree in Finance and at least 8 years of experience in Wealth Management...