Private Banking Relationship Manager

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)  

[email protected]

I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

Join a reputable financial institution’s Private Banking team as a Relationship Manager. This opportunity is suitable for candidates with Premier Banking experience who are seeking to transition into the Private Banking space. You will oversee and expand a portfolio of high-net-worth clients by delivering personalised investment solutions and exceptional relationship management.

Key Responsibilities:

• Build, strengthen, and manage relationships with high-net-worth clients while overseeing their wealth portfolios.
• Provide investment guidance and customised financial solutions that are aligned with clients’ objectives and financial aspirations.
• Act as a trusted financial partner to clients by strengthening relationships and enhancing overall client experience.
• Collaborate closely with the Private Banking team to achieve business goals and deliver quality client outcomes.
• Carry out other responsibilities and assignments as directed by the Head of Department or management.

Requirements:

• Bachelor’s degree or above, preferably in Business, Banking and Finance or related fields.
• Minimum 5 years of Premium banking RM experience or minimum 2 years of Private banking RM experience
• BSC Grade A or B (if applicable)
• Relevant certifications such as CACS, CMFAS (M9, M9A, M5, HI) preferred.
• Excellent interpersonal, communication, and client management skills.
• Ability to work independently and collaboratively within a team.
• Client-focused with a proactive and professional approach.

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.