Private Banking Relationship Manager

GREENLANE PRIVATE LTD.; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

GREENLANE PRIVATE LTD. in Singapore is seeking an experienced Relationship Manager for our Private Banking team. You will manage a portfolio of high-net-worth clients, provide tailored investment advice, and deliver exceptional service.

The role requires Premier/Private Banking background, strong client relationship skills, and the ability to work independently and with the team to meet business goals.

Qualifications

• Bachelor’s degree or above 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).
• CACS Paper 1 & 2 are required.
• Excellent interpersonal, communication, and client management skills.

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.

Skills

Interpersonal skills

Communication

Client management

Independent worker

Team player

Education

Bachelor's degree or above

BSC Grade A/B

Tools

CACS Paper 1 & 2

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)
• CACS Paper 1 & 2 are required.
• Excellent interpersonal, communication, and client management skills.
• Ability to work independently and collaboratively within a team.
• Client-focused with a proactive and professional approach.