Relationship Manager (Private Wealth)

Talentvis Singapore Pte Ltd; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading financial services firm is seeking a Relationship Manager (Private Wealth) in Singapore. The ideal candidate will have over 5 years of experience in managing High-Net-Worth and Ultra-High-Net-Worth clients, offering tailored financial solutions. Strong communication skills and a Bachelor's degree in a related field are required. This role offers the opportunity to make a significant impact in Private Banking.

Qualifications

• 5+ years of experience in Private Banking, Wealth Management, or related financial services.
• Proven track record in managing and growing HNW/UHNW client portfolios.
• Excellent communication and interpersonal skills.

Responsibilities

• Develop and manage relationships with HNW and UHNW clients.
• Source new business opportunities through referrals and networking.
• Craft personalized strategies across investment and wealth management products.

Skills

Relationship management

Client engagement

Investment products knowledge

Financial analysis

Bilingual in English and Mandarin

Education

Bachelor’s degree in Finance, Economics, Business, or related

Job description

Relationship Manager (Private Wealth)

Location: Singapore
Department: Private Banking

About the Role

We are seeking an experienced and dynamic Relationship Manager (Private Wealth) to join our growing Private Banking team. This is an exciting opportunity for a driven professional who thrives on building trusted relationships with High‑Net‑Worth (HNW) and Ultra‑High‑Net‑Worth (UHNW) clients across the region.

You’ll play a key role in expanding our private wealth portfolio, offering bespoke financial solutions, and helping clients achieve their long‑term investment goals.

What You’ll Do

• Develop and manage relationships with HNW and UHNW clients, including business leaders, entrepreneurs, and family offices.
• Source new business opportunities through referrals, networking, and existing connections.
• Understand clients’ financial needs and craft personalized strategies across investment, wealth management, and private banking products.
• Provide timely market insights, professional advice, and superior service to support clients’ financial objectives.
• Foster long‑term trust and loyalty through consistent engagement and exceptional client experience.
• Ensure all sales and advisory activities adhere to regulatory standards and internal compliance policies.

What We’re Looking For

• Bachelor’s degree in Finance, Economics, Business, or a related discipline.
• At least 5 years of experience in Private Banking, Wealth Management, or related financial services roles.
• Proven track record in managing and growing HNW/UHNW client portfolios.
• Strong understanding of investment and wealth management products.
• Excellent communication and interpersonal skills — confident in engaging C‑suite executives and sophisticated investors.
• Proficient in English and Mandarin (to liaise with regional Chinese‑speaking stakeholders).
• Possesses CACS Paper 1 & 2.

Ready to make an impact? We’d love to hear from you! Apply today by sending your resume to [e-mail] or click apply now!

We regret to inform that only shortlisted candidates would be notified

Talentvis Singapore Pte Ltd | EA License No: 04C3537
EA Personnel Name: Sherwin Wong | EA Personnel No: R1770151