Relationship Manager (Private Banking Market: Philippines, Singapore and Hong Kong | CACS Paper[...]

CAREER STORY PTE. LTD.; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading private bank in Singapore is hiring a Relationship Manager to provide wealth management services for high-net-worth clients. The role requires developing tailored financial strategies, conducting in-depth consultations, and maintaining long-lasting client relationships. Candidates should have proven experience in wealth management and excellent communication skills. This position offers a dynamic environment to support clients in securing their financial legacy.

Qualifications

• Proven experience in wealth management or private banking.
• Strong knowledge of financial products and market trends.
• Excellent communication skills with high-net-worth individuals.

Responsibilities

• Serve as the point of contact for high-net-worth clients.
• Conduct consultations to understand financial goals.
• Develop customized investment strategies.

Skills

Wealth management experience

Knowledge of investment strategies

Interpersonal skills

Analytical ability

Client-centric approach

Job description

Overview

Relationship Manager

This is perm role for a Private Bank for HNWI

License Requires: CACS Paper 1 & 2

With Experience in the Philippine Market

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

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

Qualifications & Skills

• Proven experience in wealth management, private banking, or a similar role.
• Strong knowledge of investment strategies, financial products, and market trends.
• Excellent interpersonal and communication skills to engage and advise high-net-worth individuals.
• Ability to analyze complex financial information and provide tailored solutions.
• 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 bank in Singapore.

Interested applicants, please click "APPLY NOW"

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