Relationship Manager (Private Wealth)

TRUST RECRUIT PTE. LTD.; Singapore; On-site; SGD 70,000 - 110,000; Full time

Job summary

A leading recruitment firm seeks an experienced financial advisor to manage high-net-worth clients. This role involves client relationship management, understanding risk appetites, and delivering tailored investment and wealth solutions. Candidates should have a relevant degree and substantial experience in private banking or wealth management.

Qualifications

• 5–10 years of experience in private banking or wealth management.
• Proven track record with HNW/UHNW clients.
• Experience in Singapore or Southeast Asia.

Responsibilities

• Serve as the primary contact for HNW/UHNW clients.
• Understand client financial goals and risk appetite.
• Acquire new clients through networking and referrals.

Skills

Client Relationship Management

Financial Analysis

Business Development

Market Trend Analysis

Education

Bachelor's degree in Finance

CFA or MBA preferred

Job description

Responsibilities:

• Serve as the primary point of contact for a portfolio of HNW/UHNW clients.
• Understand each client's risk appetite, financial goals, and investment preferences.
• Identify and acquire new clients through referrals, networking, and business development activities.
• Collaborate with internal product specialists and investment advisors to deliver customized investment, lending, and wealth planning solutions.
• Keep clients updated on market trends, portfolio performance, and relevant opportunities.
• Ensure adherence to all internal policies and MAS regulatory requirements.

Qualifications & Requirements:

• Bachelor's degree in Finance, Business, Economics, or related field. CFA or MBA preferred.
• Preferably with 5–10 years of experience in private banking or wealth management.
• Proven track record of managing and growing a book of HNW/UHNW clients in Asia, particularly in Singapore or Southeast Asia.

HOW TO APPLY:

Interested applicants, please send your latest resume to kelly.ng(at)trustrecruit.com.sg or click on “Apply Now” and provide the below details in your resume.

Last drawn salary

Expected salary

Notice period

Reason of leaving

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Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Ng Hui Shan Kelly Reine

EA Personnel Reg No: R25126972