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

Talentvis Singapore Pte. Ltd.

Singapore

On-site

SGD 250,000 - 350,000

Full time

3 days ago
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Job summary

A prestigious financial institution is seeking a Director - Relationship Manager for Private Wealth Management in Singapore. This role involves acquiring high-net-worth clients, providing tailored wealth solutions, and ensuring compliance with standards in the Greater China market. Candidates should possess a bachelor's degree and significant experience in the field.

Qualifications

  • 10 to 15 years’ experience in private wealth management.
  • Strong familiarity with Greater China market regulations.
  • In-depth product knowledge relevant to high-net-worth clients.

Responsibilities

  • Identify and acquire new high-net-worth clients.
  • Develop customized investment and risk management solutions.
  • Provide high-quality after-sales support to clients.

Skills

Client Acquisition
Relationship Building
Wealth Planning
Sales Skills
Stakeholder Management

Education

Bachelor’s degree
Singapore Client Advisory Competency Standards (CACS) qualification

Job description

Director - Relationship Manager (Private Wealth Management)

Director - Relationship Manager (Private Wealth Management)
Talentvis Singapore Pte. Ltd. Singapore Apply now Posted 2 days 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 glennwong@talentvis.com. Alternatively, feel free to share this opportunity within your network.

Warm regards,
Glenn Wong
Financial Services Business Lead, R1106685

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