Private Banking Relationship Manager

Quess Selection & Services; Singapore; On-site; SGD 150,000 - 230,000; Full time

Job summary

Quess Selection & Services, partnering with a growing financial institution in Singapore, invites you to join as a Relationship Manager in Private Banking. You will build and manage a portfolio of HNW and UHNW clients, focusing on ASEAN markets.

You will deliver holistic wealth management solutions across investments, deposits, structured products, and insurance, collaborating with specialists to grow AUM and revenue while maintaining compliant client service.

Qualifications

• Proven experience in Private Banking, Priority/Premier/Affluent Banking or HNW client acquisition.
• Strong track record in acquiring and developing affluent/HNW relationships.
• Established network within your market is highly advantageous.
• Good understanding of wealth management products.

Responsibilities

• Build, develop and manage a portfolio of HNW and UHNW clients.
• Drive new client acquisition through your network, referrals and business development activities.
• Develop a deep understanding of clients' financial objectives, investment needs and wealth requirements.
• Provide holistic wealth management solutions across investments, deposits, structured products, insurance and other banking solutions.
• Partner with investment specialists, product teams and other stakeholders to deliver tailored solutions.
• Grow Assets Under Management (AUM) and revenue while developing long-term client relationships.
• Maintain a high standard of client service and ensure activities comply with regulatory requirements.

Skills

Private Banking

HNW client acquisition

Relationship management

AUM growth

Job description

We are partnering with a growing financial institution looking to strengthen its Private Banking business in Singapore with the appointment of experienced Relationship Managers.

This is an exciting opportunity for established Private Bankers, as well as high-performing Relationship Managers from the Priority / Premier / Affluent Banking segment who are ready to take the next step into Private Banking.

You will be responsible for developing and managing relationships with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients, with a particular focus on ASEAN markets.

What You’ll Be Doing

• Build, develop and manage a portfolio of HNW and UHNW clients.
• Drive new client acquisition through your existing network, referrals and business development activities.
• Develop a deep understanding of clients' financial objectives, investment needs and overall wealth requirements.
• Provide holistic wealth management solutions across investments, deposits, structured products, insurance and other relevant banking solutions.
• Partner with investment specialists, product teams and other internal stakeholders to deliver tailored solutions to clients.
• Grow Assets Under Management (AUM) and revenue while developing sustainable, long-term client relationships.
• Maintain a high standard of client service and ensure all activities are conducted in accordance with applicable regulatory and compliance requirements.

What We’re Looking For

• Proven experience in Private Banking, Priority Banking, Premier Banking, Wealth Management or HNW client acquisition.
• Strong track record in acquiring and developing affluent/HNW client relationships.
• An established network within your respective market would be highly advantageous.
• Strong commercial mindset with demonstrated ability to grow AUM and revenue.
• Good understanding of investment and wealth management products.
• Excellent relationship-building, communication and stakeholder management skills.
• Relevant regulatory qualifications required to perform the role in Singapore would be advantageous.

Why Consider This Opportunity?

This opportunity would suit an ambitious Relationship Manager looking for a platform where you can build your own franchise, deepen your HNW relationships and participate in the growth of a developing Private Banking business.

For candidates currently within Priority or Premier Banking, this could also provide a pathway to transition your existing client acquisition experience into the Private Banking segment.