Private Banking, Relationship Manager (up to $10k) (ID: 705702)

Responsibilities:

1. Develop and nurture relationships with High-Net-Worth (HNW) clients.
2. Identify clients' financial objectives and propose tailored investment, insurance, lending, and wealth planning strategies.
3. Drive growth in Assets Under Management (AUM), revenue, and client acquisition.
4. Conduct regular portfolio assessments and provide market insights.
5. Collaborate effectively with investment advisors, product specialists, and compliance teams.
6. Ensure adherence to regulatory requirements and internal policies.
7. Deliver exceptional client service to cultivate long-term relationships.

Requirements:

1. Degree in Finance, Business, Economics, or related fields is preferred.
2. 2–5 years of experience in Private Banking, Priority Banking, Premier Banking, or Wealth Management.
3. Proven track record of acquiring and managing affluent clients.
4. Possession of CMFAS Papers 1A, 5, 6, 6A, HI (M5, M8, M8A, M9 as applicable).
5. Strong interpersonal and relationship-building abilities.

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (PERSOL Singapore PTE LTD)

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