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

Private Banking Relationship Manager

Job Description:

Recruit123 is helping our client to hire a Private Banking Relationship Manager. Our client is a well-established private bank serving high-net-worth and ultra-high-net-worth clients across Asia.

Responsibilities:

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

Requirements:

• Minimum 5-8 years' private banking or wealth management experience (portable book preferred)
• Strong network within HNW/UHNW client segments (regional coverage a plus)
• CACS/CMFAS certification (or willingness to obtain)
• Bachelor's degree in Finance, Business, or related field; CFA/CFP an advantage
• Excellent relationship management, negotiation, and cross-selling skills
• EA Personnel Name: Lian Cher Chieh (Steffan) EA Licence No.: 25C2810EA EA Personnel Reg. No.: R1217705 | UEN: 202511044R