Private Banking Relationship Manager — Wealth Advisory

GREENLANE PRIVATE LTD.; Singapore; On-site; SGD 75,000 - 110,000; Full time

Job summary

A prominent financial institution in Singapore is seeking a Relationship Manager to join its Private Banking team. This role involves managing a portfolio of high-net-worth clients, providing tailored investment advisory, and enhancing client satisfaction while ensuring compliance with all internal policies. The ideal candidate should have a recognized Bachelor's degree, a minimum of 5 years in banking, and be fluent in both English and Mandarin. Join us to build long-term client relationships and deliver exceptional service.

Qualifications

• Minimum 5 years of experience as a Premier Banking RM or 2 years in Private Banking RM.
• Fluent in English and Mandarin.
• Relevant certifications: CACS, CMFAS (M9, M9A, M5, HI) preferred.
• Strong interpersonal skills, able to work independently and collaboratively.

Responsibilities

• Develop and maintain relationships with high-net-worth individuals.
• Provide investment advisory across wealth management products.
• Act as a trusted advisor, enhancing client satisfaction.
• Ensure compliance with regulatory and internal policies.

Skills

Wealth Management

Management Skills

Investment Advisory

Investment Strategies

Product Advisory

Ability To Work Independently

Private Banking

Compliance

Financial Analysis

Customer Service

Business Development

Excellent Interpersonal Communication Skills

Financial Services

Education

Recognised Bachelor's degree or higher

Job description

A prominent financial institution in Singapore is seeking a Relationship Manager to join its Private Banking team. This role involves managing a portfolio of high-net-worth clients, providing tailored investment advisory, and enhancing client satisfaction while ensuring compliance with all internal policies. The ideal candidate should have a recognized Bachelor's degree, a minimum of 5 years in banking, and be fluent in both English and Mandarin. Join us to build long-term client relationships and deliver exceptional service.