Director - Relationship Manager (Private Wealth Management) | Singapore, SG | In-Office

Talentvis Singapore Pte. Ltd.; Singapore; On-site; SGD 250,000 - 350,000; Full time

Job summary

A prestigious financial institution in Singapore is seeking an experienced Director - Relationship Manager for Private Wealth Management. The ideal candidate will have a strong background in client acquisition and relationship building, with a focus on high-net-worth clients, especially in the Greater China market. This position offers a competitive salary ranging from S$250k to S$350k.

Qualifications

• Minimum of 10 to 15 years’ experience in private wealth management.
• Strong familiarity with the Greater China market.
• Singapore Client Advisory Competency Standards (CACS) qualification required.

Responsibilities

• Identify and acquire new high-net-worth clients.
• Deliver strategic wealth management services.
• Develop customized investment and risk management solutions.
• Provide high-quality after-sales support.
• Meet annual targets and uphold service standards.

Skills

Client Acquisition

Relationship Building

Wealth Planning

Financial Solutions

Sales & Stakeholder Management

Education

Bachelor’s degree

Job description

Director - Relationship Manager (Private Wealth Management)

Director - Relationship Manager (Private Wealth Management)

Talentvis Singapore Pte. Ltd. Singapore Apply now Posted 1 day ago In-Office Job Permanent S$250k - S$350k

Director - Relationship Manager (Private Wealth Management)

Talentvis Singapore Pte. Ltd. Singapore Apply now

We are assisting a prestigious financial institution in seeking an experienced Relationship Manager for Private Wealth Management. This global financial institution has a robust presence in Asia and is committed to offering comprehensive wealth solutions for high-net-worth individuals. The successful candidate will play a key role in deepening relationships with high-net-worth clients, particularly in the Greater China market.

Role & Responsibilities

• Client Acquisition & Relationship Building: Identify and acquire new high-net-worth clients, nurturing long-term relationships and providing tailored wealth solutions.
• Client Insight & Wealth Planning: Understand clients’ business backgrounds, sources of wealth, and financial objectives to deliver strategic wealth management services.
• Tailored Financial Solutions: Develop customized investment and risk management solutions that address clients’ financing and liquidity needs.
• After-Sales Service: Provide consistent, high-quality after-sales support to enhance client satisfaction and trust.
• Performance & Compliance: Meet annual targets and uphold service standards, ensuring compliance with all company and regulatory requirements.

Requirements

• Bachelor’s degree with a minimum of 10 to 15 years’ experience in private wealth management, serving high-net-worth clients.
• Strong familiarity with the Greater China market, including regulatory and compliance requirements.
• In-depth product knowledge and the ability to interact with clients in the Greater China region.
• Singapore Client Advisory Competency Standards (CACS) qualification required.
• Excellent client-facing, sales, and stakeholder management skills.

If you’re passionate about wealth management and have expertise in the Greater China market, we invite you to apply by sending your CV to [e-mail]. Alternatively, feel free to share this opportunity within your network.

Warm regards,
Glenn Wong
Financial Services Business Lead, R1106685

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