Private Banker

Randstad Singapore; Singapore; On-site; SGD 180,000 - 300,000; Full time

Job summary

Randstad Singapore is seeking a seasoned Private Banking Relationship Manager to grow a portfolio of HNW/UHNW clients in Singapore. You will lead client acquisition, provide holistic wealth advisory, and collaborate with product specialists to tailor solutions.

This role emphasizes strict adherence to KYC/AML standards and MAS regulations, requiring bilingual English and Mandarin communication with cross-border clients. A portable book and relevant regulatory certifications are preferred.

Qualifications

• Several years of proven track record in private banking or wealth management.
• Existing portable client book or AUM track record (e.g., SGD 100M+).
• Bachelor's degree in Banking, Finance, Economics, or related discipline.
• Mandatory local regulatory exams such as CACS Paper 1 and Paper 2 in Singapore, plus CMFAS modules (M1, M5, M6/M6A, M8/M8A, M9/M9A).
• Strong fluency in English and Mandarin to liaise with cross-border clients.

Responsibilities

• Acquire new-to-bank HNW/UHNW clients via personal networks, referrals, internal partnerships, and external business channels.
• Provide holistic wealth advisory on portfolio allocation, investment opportunities, lending and credit solutions, wealth planning, and succession/family governance.
• Deepen existing client relationships to maximise wallet share, cross-sell bank offerings, and hit revenue/profit targets.
• Partner with internal product specialists (treasury, credit, investment advisory) to deliver tailored solutions.
• Ensure strict adherence to Know Your Customer (KYC), Anti-Money Laundering (AML) regulations, and MAS or local regulatory standards.

Skills

Wealth management experience

English fluency

Mandarin fluency

Education

Bachelor's degree in Banking, Finance, Economics, or related discipline

CACS Paper 1 & Paper 2 certification

CMFAS modules (M1, M5, M6/M6A, M8/M8A, M9/M9A)

Job description

• Client Acquisition & Book Building: Acquire new-to-bank HNW/UHNW clients via personal networks, referrals, internal partnerships, and external business channels.
  
• Holistic Wealth Advisory: Provide expert guidance on portfolio allocation, investment opportunities, lending and credit solutions, wealth planning, and succession/family governance.
  
• Portfolio & Wallet Share Growth: Deepen existing client relationships to maximise wallet share, cross-sell bank offerings, and hit revenue/profit targets.
  
• Specialist Collaboration: Partner with internal product specialists (treasury, credit, investment advisory) to deliver tailored solutions.
  
• Risk & Compliance Management: Ensure strict adherence to Know Your Customer (KYC), Anti-Money Laundering (AML) regulations, and MAS (Monetary Authority of Singapore) or local regulatory standards.
  

about the manager/team

Supportive Team Leaders, supported by knowledgeable Investment & Product Specialists

skills and experience required

• Experience: Several years of proven track record in private banking or wealth management (often requiring an existing portable client book or Assets Under Management / AUM track record, e.g., SGD 100M+)
  
• Education: Bachelor's degree in Banking, Finance, Economics, or a related discipline
  
• Certifications: Mandatory local regulatory exams such as CACS (Client Advisors Competency Standards) Paper 1 and Paper 2 in Singapore, plus relevant CMFAS modules (e.g., M1, M5, M6/M6A, M8/M8A, M9/M9A) depending on product lines.
  
• Language & Market Expertise: Strong fluency in English and Mandarin (or specific regional market coverage like North Asia, Southeast Asia) to liaise with cross-border clients.