Relationship Manager (Private Banking | CACS Paper 1 & 2) - Perm Role

CAREER STORY PTE. LTD.; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A leading bank in Singapore is seeking a skilled Relationship Manager to deliver wealth management services to affluent clients. The role focuses on building strong client relationships, developing personalized financial strategies, and ensuring long-term wealth growth and protection.

Qualifications

• Proven experience in wealth management or private banking.
• Strong knowledge of investment strategies and financial products.

Responsibilities

• Serve as the primary contact for high-net-worth clients.
• Develop and implement customized investment strategies.
• Provide ongoing financial guidance and portfolio adjustments.

Skills

Client-Centric Approach

Interpersonal Skills

Communication Skills

Financial Analysis

Job description

Relationship Manager

Job Summary:

We are seeking a highly skilled and client-focused Relationship Manager to provide comprehensive wealth management services to affluent clients.

This role involves developing and maintaining strong client relationships, offering personalized financial strategies, and ensuring the long-term growth and protection of their wealth for future generations.

Key Responsibilities:

1. Serve as the primary point of contact for high-net-worth clients, managing their wealth holistically.
2. Conduct in-depth consultations to understand clients’ financial goals, risk tolerance, and liquidity needs.
3. Develop and implement customized investment strategies aligned with clients’ specific preferences and objectives.
4. Utilize a diverse range of financial products and services to optimize wealth preservation and growth.
5. Identify and pursue cross-border investment opportunities to enhance returns and diversification when appropriate.
6. Provide ongoing financial guidance and proactive portfolio adjustments in response to market trends and client needs.
7. Cultivate long-term relationships built on trust, transparency, and exceptional client service.

Qualifications & Skills:

1. Proven experience in wealth management, private banking, or a similar role.
2. Strong knowledge of investment strategies, financial products, and market trends.
3. Excellent interpersonal and communication skills to engage and advise high-net-worth individuals.
4. Ability to analyze complex financial information and provide tailored solutions.
5. A client-centric approach with a focus on long-term relationship building.

Join us to help clients secure their financial legacy while advancing your career in a dynamic and rewarding environment. Be part of one of the fastest growing banks in Singapore.

We regret to inform you that only shortlisted candidates will be notified.

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