Private Banking HNWI Relationship Manager

BEARING SEARCH PTE. LTD.; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

BEARING SEARCH PTE. LTD. seeks an experienced relationship manager to deepen ties with high net worth individuals, aiming to grow AUM and revenues.

You will deliver advisory and portfolio management services aligned with client objectives, while ensuring strict compliance with bank policies and regulatory requirements. Responsibilities include becoming the primary contact for HNWI clients, maintaining in-depth client profiles, and identifying opportunities to expand business through existing

Qualifications

• CMFAS certifications are required.
• CACS Papers 1 & 2 are required.
• Bachelor’s degree in any discipline is preferred.

Responsibilities

• Develop and maintain knowledge of HNWI clients’ profiles and assets to tailor investment strategies.
• Serve as primary contact for HNWI clients and deliver personalized service.
• Achieve revenue and profitability budgets by managing client relationships and identifying growth opportunities.
• Analyze client needs and objectives to deliver service excellence and retain clients.
• Conduct all activities in compliance with risk management and regulatory requirements.
• Generate new business by leveraging networks to meet sales targets.
• Use Microsoft Office to prepare reports and client documentation efficiently.
• Apply knowledge of banking and investment products to advise clients.

Skills

Relationship management

Education

CMFAS certifications

CACS Papers 1 & 2

Bachelor’s degree in any discipline

Tools

Microsoft Office

Job description

BEARING SEARCH PTE. LTD. seeks an experienced relationship manager to deepen ties with high net worth individuals, aiming to grow AUM and revenues.

You will deliver advisory and portfolio management services aligned with client objectives, while ensuring strict compliance with bank policies and regulatory requirements. Responsibilities include becoming the primary contact for HNWI clients, maintaining in-depth client profiles, and identifying opportunities to expand business through existing