Private Banking Relationship Manager

upper spring consulting pte. ltd.; Singapore; On-site; SGD 120,000 - 200,000; Full time

Job summary

We are representing our client, an established Asian bank, in Singapore, seeking Private Banking Relationship Managers to complement existing teams. The role focuses on acquiring new clients, growing NNM/AUM, and delivering tailored wealth management solutions while maintaining regulatory compliance.

The selected candidates will collaborate with Investment Advisors and strive to deepen client relationships through value-added wealth management services.

Qualifications

• Proven track record in Wealth Management covering Southeast Asia markets.
• Strong track record of client acquisition and revenue generation.
• Strong relationship with high networth clients.
• Sound knowledge of Wealth Management products.
• Strong network of client referral channels.
• Good understanding of compliance and regulatory requirements.
• Completed CACS Papers 1 & 2 and all other certifications as required by the bank.

Responsibilities

• Prospect new Private Banking clients and secure new relationships, and meet the assigned targets.
• Grow Net New Money and Asset under Management.
• Work closely with Investment Advisors to co-manage the portfolio of clients and generate investment revenue.
• Deliver excellent service to clients and deepen relationship by value adding to clients’ wealth management needs.
• Ensure that all transactions comply with the Bank and regulatory requirements.
• Conduct business with a high degree of professionalism and integrity.

Skills

Wealth management

Client acquisition

Relationship building

Regulatory compliance

Networking with HNW clients

Education

CACS Papers 1 & 2

Job description

We are representing our client, an established Asian bank, to look for Private Banking Relationship Managers to complement the existing teams based in Singapore.

Responsibilities

• Prospect new Private Banking clients and secure new relationships, and meet the assigned targets.
• Grow Net New Money and Asset under Management.
• Work closely with Investment Advisors to co-manage the portfolio of clients and generate investment revenue.
• Deliver excellent service to clients and deepen relationship by value adding to clients’ wealth management needs.
• Ensure that all transactions comply with the Bank and regulatory requirements.
• Conduct business with a high degree of professionalism and integrity.

Requirements

• Proven track record in Wealth Management covering Southeast Asia markets.
• Strong track record of client acquisition and revenue generation.
• Strong relationship with high networth clients.
• Sound knowledge of Wealth Management products.
• Strong network of client referral channels.
• Good understanding of compliance and regulatory requirements.
• Completed CACS Papers 1 & 2 and all other certifications as required by the bank.