Relationship Manager, Private Banking (Indo & ASEAN Market/CACS Paper) (ID: 714639)

PERSOL Singapore; Singapore; On-site; SGD 120,000 - 240,000; Full time

Job summary

PERSOL Singapore is seeking an experienced Private Banker to acquire and manage HNW/UHNW client relationships within the Singapore market, including cross-border Indonesian clients. You will work closely with product and specialist teams to offer tailored investment, structured products, FX, and wealth planning solutions.

The role requires 5+ years in private banking with a proven Indonesia/ASEAN client book and a strong track record of AUM growth; strong communication skills are essential.

Qualifications

• Bachelor's degree in finance or economics or a related field.
• CACS Paper 1 and 2 are required.
• 5+ years in private banking or wealth management with a proven Indonesia/ASEAN client book and AUM growth track record.
• Good communication skills.

Responsibilities

• Acquire new HNW/UHNW clients through your network, owners, intermediaries and referrals.
• Meet targets for net new money, AUM and revenue.
• Advise clients on investments, structured products, FX, lending and wealth planning, working with product/specialist teams.
• Support Indonesian clients with offshore and cross-border banking needs, including succession and legacy planning.
• Ensure compliance with KYC/AML, CRS/FATCA, suitability and local cross-border regulations.

Skills

Strong communication

Education

Bachelor's degree in finance, economics or related field

Job description

Responsibilities:

• Acquire new HNW/UHNW clients through your own network, business owners, intermediaries and referrals
• Meet targets for net new money, AUM and revenue
• Advise clients on investments, structured products, FX, lending and wealth planning, working closely with product and specialist teams
• Support Indonesian clients with offshore and cross-border banking needs, including succession and legacy planning
• Ensure compliance with KYC/AML, CRS/FATCA, suitability and local cross-border regulations

We regret that only shortlisted candidates will be notified.

Requirements:

• Bachelor's degree in finance, economics or a related field
• CACS Paper 1 and 2 are required
• 5‑8+ years in private banking or wealth management with a proven Indonesia/ASEAN client book and AUM growth track record
• Good communication skill