Relationship Manager - Private Banking SG

CIMB; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

CIMB Private Banking Singapore seeks an experienced Relationship Manager to grow a high net worth client base, manage assets under management, and deliver tailored wealth solutions.

You will collaborate with regional PB teams, drive revenue, ensure regulatory compliance, and build enduring client relationships through advisory expertise and proactive service.

Qualifications

• University Degree or equivalent qualification in Business Administration, Banking, Finance, Economics or related field.
• CACS certification and any other relevant regulatory requirements.
• Minimum of 5-7 years experience and a proven track record of success in building relationships and developing new client relationships.
• Strong background in investments, corporate finance, banking or related advisory services.
• Good product knowledge - Capital Markets, Risk Management, Investment Management, and Trust and Estate Planning would be an advantage.
• Strong interpersonal skills with external and internal clients with keen interest in client services
• Mature & experienced in handling various types of client scenarios.
• Understands the profile of various High Networth individuals in order to deliver excellent holistic service
• Sales driven and compliance consciousness
• Detail oriented, adapt at problem solving
• Comfortable in working in fast paced environment

Responsibilities

• Strategy and Planning: Design and implement strategic plans in developing and maintaining CIMB Private Banking client base and growing the revenue and asset under management to achieve business objectives.
• Promote CIMB Private Banking brand and products, and continually enhance value propositions and products offering which will add value to both the bank as well as clients
• Works closely with other PB offices across the Group to provide bank wide solutions to high net worth clients
• Business Performance and Management: Achieve AUM, profitability and any other target as set by Management
• Demonstrate the ability to build and maintain the client base through analyzing needs and proactively implementing/monitoring solutions to meet client needs
• Analyses & Identifies investment and credit solution gaps with suitable recommendations based on Client’s Investment Personality Profiler
• Cooperate closely with other PB bankers for client referrals and execution of cross-border deals
• Focus on networking activities with clients, referrals and prospects
• Proactively establish working relationship with internal business units to provide comprehensive financial and wealth management solutions to target clients
• Meet or exceed KPI set by Management/Supervisors so as to ensure overall business profitability goals assessment
• People Management: To work well with their assistants, Client Service Managers
• Regulatory Compliance: Establish and carry out activities to ensure sales processes are in accordance with bank’s policies/procedures and respective markets’ regulations

Skills

Relationship building

Interpersonal skills

Client service

Sales orientation

Networking

Education

University Degree or equivalent

CACS certification

Job description

Relationship Manager - Private Banking SG

Job Description

Responsibilities:

Strategy and Planning

Design and implement strategic plans in developing and maintaining CIMB Private Banking client base and growing the revenue and asset under management to achieve business objectives

Promote CIMB Private Banking brand and products, and continually enhance value propositions and products offering which will add value to both the bank as well as clients

Works closely with other PB offices across the Group to provide bank wide solutions to high net worth clients

Business Performance and Management

• Achieve AUM, profitability and any other target as set by Management
• Demonstrate the ability to build and maintain the client base through analyzing needs and proactively implementing/monitoring solutions to meet client needs
• Analyses & Identifies investment and credit solution gaps with suitable recommendations based on Client’s Investment Personality Profiler
• Cooperate closely with other PB bankers for client referrals and execution of cross-border deals
• Focus on networking activities with clients, referrals and prospects
• Proactively establish working relationship with internal business units to provide comprehensive financial and wealth management solutions to target clients
• Meet or exceed KPI set by Management/Supervisors so as to ensure overall business profitability goals assessment

People Management

• To work well with their assistants, Client Service Managers

Regulatory Compliance

• Establish and carry out activities to ensure sales processes are in accordance with bank’s policies/procedures and respective markets’ regulations

Requirements:

Qualifications

• University Degree or equivalent qualification in Business Administration, Banking, Finance, Economics or related field

Professional Qualification and/or Regulatory, Licensing Requirements

• CACS certification and any other relevant regulatory requirements
• Minimum of 5-7 years experience and a proven track record of success in building relationships and developing new client relationships

Technical/Functional Skills

• Strong background in investments, corporate finance, banking or related advisory services
• Good product knowledge - Capital Markets, Risk Management, Investment Management, and Trust and Estate Planning would be an advantage

Strong interpersonal skills with external and internal clients with keen interest in client services

Mature & experienced in handling various types of client scenarios.

Understands the profile of various High Networth individuals in order to deliver excellent holistic service

Sales driven and compliance consciousness

Detail oriented, adapt at problem solving

Comfortable in working in fast paced environment

Job Info

• Job Identification 37016
• Posting Date 08/18/2026, 10:04 AM
• Job Schedule Full time