Relationship Manager (Private Wealth)

Borr Drilling; Singapore; On-site; SGD 100,000 - 150,000; Full time

Job summary

A leading company in wealth management seeks a qualified individual to manage a portfolio of High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients in Singapore. This role involves understanding clients' financial goals, developing investment strategies, and ensuring compliance with regulations while fostering long-term client relationships.

Qualifications

• 5-10 years of experience in private banking or wealth management.
• Proven track record in managing HNW/UHNW clients.

Responsibilities

• Serve as the primary point of contact for a portfolio of HNW/UHNW clients.
• Identify and acquire new clients through networking and business development activities.
• Collaborate with internal specialists to deliver customized solutions.

Skills

Client Management

Financial Planning

Investment Strategies

Networking

Education

Bachelor's degree in Finance, Business, Economics

CFA or MBA

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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