Private Banking Relationship Manager

GREENLANE PRIVATE LTD.; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading financial institution in Singapore seeks a Relationship Manager for its Private Banking team. This role involves managing a portfolio of high-net-worth individuals, providing tailored investment advice, and enhancing client loyalty. Candidates should have a Bachelor’s degree, 5 years of Premium banking experience or 2 years in Private banking, along with relevant certifications. Excellent interpersonal and communication skills are essential.

Qualifications

• Minimum 5 years of Premium banking RM experience or minimum 2 years of Private banking RM experience.
• Relevant certifications such as CACS, CMFAS (M9, M9A, M5, HI) preferred.

Responsibilities

• Acquire, develop, and maintain relationships with high-net-worth clients.
• Provide investment product advisory and customized solutions.
• Serve as a trusted advisor to enhance client loyalty.

Skills

Excellent interpersonal skills

Communication skills

Client management

Proactive and professional approach

Education

Bachelor’s degree in Business, Banking and Finance

Job description

About the Role:

Join a leading financial institution’s Private Banking team as a Relationship Manager. This role is ideal for candidates with Premier Banking experience looking to step into Private Banking. You will manage and grow a portfolio of high-net-worth individuals by providing tailored investment advisory and delivering outstanding client service.

Key Responsibilities:

• Acquire, develop, and maintain relationships with high-net-worth clients and manage their wealth portfolios.
• Provide investment product advisory and customized solutions aligned with clients’ financial goals.
• Serve as a trusted advisor to clients, enhancing client loyalty and the bank’s reputation.
• Work collaboratively with the Private Banking team to meet business objectives.
• Perform additional duties as assigned 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.