Private Banking Relationship Manager (North Asia)

upper spring consulting pte. ltd.; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

A leading private banking institution in Singapore is seeking an experienced Private Banking Relationship Manager to join the team. You will manage UHNW portfolios, provide holistic wealth solutions, and grow the client base through referrals and partnerships.

Responsibilities include advising on investments, lending, and succession planning while ensuring strict regulatory compliance and risk management standards.

Qualifications

• Relevant experience in wealth management, private banking, or affluent banking with proven track record in client acquisition and relationship management.
• Strong understanding of investment products, lending solutions, and wealth management concepts.
• Entrepreneurial mindset with good business acumen and networking capabilities.

Responsibilities

• Manage and grow a portfolio of High-Net-Worth and Ultra-High-Net-Worth clients through holistic wealth management and private banking solutions.
• Acquire new-to-bank clients through personal networks, referrals, internal partnerships, and external business channels.
• Drive portfolio penetration and enhance client wallet share and relationship depth.
• Provide advisory on portfolio allocation, investment opportunities, wealth preservation, lending and succession planning needs.
• Ensure proper client due diligence, regulatory compliance, and adherence to high standards of risk management and client servicing.

Skills

Networking

Wealth management

Client acquisition

Education

Bachelor’s degree or equivalent

Job description

We are representing our client, a large Chinese bank, to look for Private Banking Relationship Managers to complement the existing team in Singapore.

Job Responsibilities

• Manage and grow a portfolio of High-Net-Worth and Ultra-High-Net-Worth clients through holistic wealth management and private banking solutions.
• Acquire new-to-bank clients through personal networks, referrals, internal partnerships, and external business channels.
• Drive portfolio penetration and enhance client wallet share and relationship depth.
• Provide advisory on portfolio allocation, investment opportunities, wealth preservation, lending and succession planning needs.
• Ensure proper client due diligence, regulatory compliance, and adherence to high standards of risk management and client servicing.

Job Requirements

• Relevant experience in wealth management, private banking, or affluent banking with proven track record in client acquisition and relationship management.
• Strong understanding of investment products, lending solutions, and wealth management concepts.
• Entrepreneurial mindset with good business acumen and networking capabilities.
• Bachelor’s degree or equivalent qualification.
• CACS and any other required certifications.