Relationship Manager (Private Banking Market: PH, SG and HK | CACS Paper 1 & 2) - Perm Role

Borr Drilling; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading private bank in Singapore is seeking a skilled Relationship Manager to provide comprehensive wealth management services to high-net-worth individuals. This role emphasizes building strong client relationships and offering tailored financial strategies to ensure wealth preservation and growth. Join us to help clients secure their financial legacy and advance your career in a rewarding environment.

Qualifications

• Proven experience in wealth management or private banking.
• Strong knowledge of investment strategies and financial products.
• Excellent interpersonal and communication skills.

Responsibilities

• Serve as point of contact for HNW clients, managing their wealth.
• Conduct consultations to understand financial goals and needs.
• Develop customized investment strategies for clients.

Skills

Wealth management

Investment strategies

Financial products

Market trends

Interpersonal skills

Communication skills

Job description

Relationship Manager

This is a perm role for a Private Bank serving HNWI clients.

License Requirements: CACS Paper 1 & 2

Experience in the Philippine Market is preferred.

Job Summary:

We are seeking a highly skilled and client-focused Relationship Manager to provide comprehensive wealth management services to affluent clients.

This role involves developing and maintaining strong client relationships, offering personalized financial strategies, and ensuring the long-term growth and protection of their wealth for future generations.

Key Responsibilities:

1. Serve as the primary point of contact for high-net-worth clients, managing their wealth holistically.
2. Conduct in-depth consultations to understand clients’ financial goals, risk tolerance, and liquidity needs.
3. Develop and implement customized investment strategies aligned with clients’ specific preferences and objectives.
4. Utilize a diverse range of financial products and services to optimize wealth preservation and growth.
5. Identify and pursue cross-border investment opportunities to enhance returns and diversification when appropriate.
6. Provide ongoing financial guidance and proactive portfolio adjustments in response to market trends and client needs.
7. Cultivate long-term relationships built on trust, transparency, and exceptional client service.

Qualifications & Skills:

1. Proven experience in wealth management, private banking, or a similar role.
2. Strong knowledge of investment strategies, financial products, and market trends.
3. Excellent interpersonal and communication skills to engage and advise high-net-worth individuals.
4. Ability to analyze complex financial information and provide tailored solutions.
5. A client-centric approach with a focus on long-term relationship building.

Join us to help clients secure their financial legacy while advancing your career in a dynamic and rewarding environment. Be part of one of the fastest-growing banks in Singapore.

We regret to inform you that only shortlisted candidates will be notified.

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Joselito || EA Registration: R25126580