Private Banking Relationship Manager

Placement Professionals, LLC; Singapore; Sur place; SGD 120 000 - 180 000; Plein temps

Résumé du poste

Placement Professionals, LLC is assisting a leading financial institution in recruiting a Relationship Manager for its Private Banking team in Singapore. The role focuses on expanding a high-net-worth client portfolio by delivering tailored investment solutions and exceptional relationship management.

The ideal candidate has Premier Banking or Private Banking RM experience, strong client-facing skills, and the ability to work both independently and within a team.

Qualifications

• Bachelor’s degree or above in Business, Banking & Finance or related fields.
• 5+ years Premium banking RM experience or 2+ years Private banking RM experience.
• BSC Grade A or B (if applicable).
• Certifications such as CMFAS (M9, M9A, M5, HI) preferred.
• Excellent interpersonal, communication, and client management skills.
• Ability to work independently and collaboratively within a team.
• Client-focused with a proactive and professional approach.

Responsabilités

• Build, strengthen, and manage relationships with high-net-worth clients while overseeing their wealth portfolios.
• Provide investment guidance and customised financial solutions aligned with clients’ objectives and financial aspirations.
• Act as a trusted financial partner to clients by strengthening relationships and enhancing overall client experience.
• Collaborate closely with the Private Banking team to achieve business goals and deliver quality client outcomes.
• Carry out other responsibilities and assignments as directed by the Head of Department or management.

Connaissances

Relationship management

Interpersonal skills

Communication skills

Client management

Formation

Bachelor's degree

BSC Grade A or B

Description du poste

Join a reputable financial institution’s Private Banking team as a Relationship Manager. This opportunity is suitable for candidates with Premier Banking experience who are seeking to transition into the Private Banking space. You will oversee and expand a portfolio of high-net-worth clients by delivering personalised investment solutions and exceptional relationship management.

Key Responsibilities

• Build, strengthen, and manage relationships with high-net-worth clients while overseeing their wealth portfolios.
• Provide investment guidance and customised financial solutions that are aligned with clients’ objectives and financial aspirations.
• Act as a trusted financial partner to clients by strengthening relationships and enhancing overall client experience.
• Collaborate closely with the Private Banking team to achieve business goals and deliver quality client outcomes.
• Carry out other responsibilities and assignments as directed by the Head of Department or management.

Requirements

• Bachelor’s degree or above, preferably in Business, Banking and Finance or related fields.
• Minimum 5 years of Premium banking RM experience or minimum 2 years of Private banking RM experience
• BSC Grade A or B (if applicable)
• Relevant certifications such as CACS, CMFAS (M9, M9A, M5, HI) preferred.
• Excellent interpersonal, communication, and client management skills.
• Ability to work independently and collaboratively within a team.
• Client-focused with a proactive and professional approach.