Relationship Manager (Banking Wealth Management)

SEARCHASIA CONSULTING PTE. LTD.; Singapore; On-site; SGD 67,000 - 134,000; Full time

Job summary

SEARCHASIA CONSULTING PTE. LTD. in Singapore seeks a seasoned Wealth Management Relationship Manager to grow a high net worth client book and deliver tailored investment and wealth solutions.

You will collaborate with internal specialists to meet client needs, acquire new assets, and generate revenue while maintaining strong client relationships. The role requires 3+ years in Wealth Management/Private Banking and professional certifications (CACS 1 & 2).

Qualifications

• Degree in a relevant discipline.
• Min 3 years of relevant Wealth Management/Private Banking experience.
• CACS 1 and 2 certifications.

Responsibilities

• Acquire, develop and service long-term relationships with high net worth clients.
• Provide investment and wealth solutions with internal specialists.
• Generate target market prospects through innovative channels.
• Convert target market prospects into clients and cross-sell products.
• Acquire net new assets to achieve targeted AUM.
• Review AML and risk considerations in transactions.

Skills

Relationship management

Cross-selling

Client acquisition

Education

Degree in a relevant discipline

CACS 1 & 2

Job description

Responsibilities

• Acquire, develop and service long-term relationships with high net worth clients.
• Work collaboratively with internal specialists to provide investment & wealth solutions to meet client needs.
• Generate target market prospects through a number of innovative and sustainable channels
• Convert target market prospects into clients
• Cross-sell products & services to existing clients
• Acquire net new assets to achieve targeted AUM
• Generate revenue to meet agreed upon goals
• Seek referrals from existing clients.
• Develop and maintains good relationships with clients.
• Achieve returns on clients portfolio according to their needs and expectations.
• Deliver, monitor and review solutions to clients based on clients investment profile
• Highlight, mitigate and protect the bank against credit, legal, reputation and other risks
• Minimize errors in transaction execution and service delivery
• Review and respond to AML transaction monitoring queries on transactions highlighted
• Conduct periodic and timely review of clients accounts

Requirements

• Degree in a relevant discipline
• Min 3 years of relevant experience in Wealth Management/ Private Banking as a Relationship Manager
• CACS 1 & 2