Elite Private Banking Relationship Manager

RECRUIT123 PTE. LTD.; Singapore; On-site; SGD 120,000 - 240,000; Full time

Job summary

Recruit123 is assisting a well-established private bank in Singapore to hire a Private Banking Relationship Manager. You will build and grow a portfolio of high‑net‑worth clients, advising on wealth management and banking solutions tailored to their goals.

The role requires 5–8 years of private banking experience, a strong regional network, and KYC/AML compliance expertise. CFA/CFP credentials are advantageous, with the opportunity to work across Asia.

Qualifications

• 5–8 years of private banking or wealth management experience.
• Strong network within HNW/UHNW client segments; regional coverage a plus.
• Bachelor’s degree in Finance/Business; CFA/CFP is a plus.

Responsibilities

• Build, manage, and grow a portfolio of HNW/UHNW client relationships.
• Advise clients on wealth management, investment, and banking solutions.
• Identify and convert new client relationships through referrals and networking.
• Ensure full compliance with KYC/AML, suitability, and regulatory requirements.
• Collaborate with product specialists and credit teams to deliver holistic solutions.
• Monitor portfolio performance and engage clients on market developments.

Skills

Relationship management

Negotiation

Cross-selling

Networking

KYC/AML compliance

Client portfolio growth

Education

Bachelor's degree in Finance/Business

CFA/CFP advantage

CACS/CMFAS certification

Job description

Recruit123 is assisting a well-established private bank in Singapore to hire a Private Banking Relationship Manager. You will build and grow a portfolio of high‑net‑worth clients, advising on wealth management and banking solutions tailored to their goals.

The role requires 5–8 years of private banking experience, a strong regional network, and KYC/AML compliance expertise. CFA/CFP credentials are advantageous, with the opportunity to work across Asia.