Private Relationship Manager (Banker)

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 2,331,000 - 2,590,000; Full time

Job summary

A leading recruitment firm in Singapore is seeking experienced Private Bankers to join their team, focusing on client acquisition and portfolio growth across Malaysia, Thailand, and Indonesia. The ideal candidate should have at least 7 years of private banking experience, strong client management skills, and compliance knowledge. This role offers a competitive income potential up to USD 2 million.

Qualifications

• Minimum 7 years of experience in Private Banking with success in client acquisition.
• Proven ability to manage UHNW clients effectively.
• In-depth understanding of financial products and market trends in Southeast Asia.

Responsibilities

• Identify and onboard new UHNW clients in multiple Southeast Asian countries.
• Build long-term relationships with multi-generational clients.
• Deliver tailored investment strategies aligned with clients' goals.

Skills

Client acquisition

Portfolio management

Wealth planning

Compliance knowledge

Financial advisory strategies

Education

Bachelor's degree

CACS Paper 1 and 2 certifications

Tools

CFA

CFP

Job description

Overview

[Job ID: 1020257] Role Overview: We are seeking high-performing Private Bankers to join our Singapore-based team, focusing on client acquisition and portfolio growth across Malaysia, Thailand, and Indonesia. You will be responsible for delivering bespoke wealth solutions and deepening relationships with UHNW clients, serving as a trusted advisor across generations.

Responsibilities

• New Client Acquisition: Identify and onboard new UHNW clients in Malaysia, Thailand, and Indonesia, growing your portfolio and AUM.
• Relationship Management: Build long-term, multi-generational client relationships by deeply understanding their wealth creation sources and financial goals.
• Advisory & Investment Solutions: Deliver tailored investment strategies and wealth planning solutions aligned with clients\' risk profiles and objectives.
• Cross-Selling Products: Collaborate with product specialists to provide a full range of private banking solutions across investments, insurance, credit, and estate planning.
• Compliance & Risk: Ensure full compliance with regulatory requirements including KYC/AML, MAS regulations, and internal policies.
• Revenue Target: Maintain and grow a book of business generating annual revenues between USD 1.8 to 2 million.

Requirements

• Minimum 7 years of experience in Private Banking, with demonstrated success in client acquisition and portfolio management.
• Proven ability to manage UHNW clients
• In-depth understanding of financial products, advisory strategies, and market trends across Malaysia, Thailand, and Indonesia.
• Strong compliance knowledge and familiarity with MAS regulatory standards.
• CACS Paper 1 and 2 certifications are mandatory for this role.
• Bachelor\'s degree required; professional qualifications (e.g. CFA, CFP) are an advantage.

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EA Personnel Name: Cesky Ong Zhi Rong
EA Personnel Registration Number: R24121422
EA License No.: 07C5771