Relationship Manager (Private Wealth Management)

TALENTVIS SINGAPORE PTE. LTD.; Singapore; On-site; SGD 90,000 - 120,000; Full time

Job summary

A leading financial services provider in Singapore is seeking an experienced Private Wealth Management Relationship Manager to develop and manage a portfolio of High Net Worth Individuals. You will acquire new clients, design tailored wealth management solutions, and ensure compliance with regulatory requirements. A strong understanding of investment products and Mandarin proficiency is essential. This role offers competitive compensation and a dynamic work environment.

Qualifications

• Minimum 5 years of experience in private banking or wealth management.
• Holder of Singapore’s Client Advisor Competency Standards (CACS), both Module 1 & 2.
• Mandarin proficiency and familiarity with Greater China markets.

Responsibilities

• Proactively acquire new HNWI clients.
• Conduct financial and investment reviews.
• Monitor client portfolios and recommend adjustments.

Skills

Client-facing presence

Emotional intelligence

Sales skills

Education

Bachelor’s degree in Finance, Business, or Economics

Tools

Financial products knowledge

Job description

Role Overview

The Private Wealth Management Relationship Manager (RM) is responsible for developing and managing a portfolio of High Net Worth Individuals (HNWIs). The RM plays a strategic role in acquiring new clients, crafting personalized wealth management solutions, and maintaining long-term client relationships. The role demands a strong understanding of investment products, regulatory requirements, and cross-border wealth management practices.

Key Responsibilities

1. Client Acquisition & Relationship Development
   • Proactively identify, source, and acquire new HNWI clients, particularly from Greater China.
   • Cultivate strong, long-term relationships with clients by understanding their life priorities, business interests, and wealth generation sources.
   • Develop customized solutions aligned with clients’ financial goals, risk appetite, and wealth preservation strategies.
2. Advisory & Investment Solutions
   • Conduct comprehensive financial and investment reviews, recommending appropriate products and services.
   • Design and deliver tailored investment portfolios and wealth structuring solutions (e.g., fixed income, equities, FX, funds, alternative investments).
   • Provide financing and liquidity solutions where appropriate, including margin financing or structured lending options.
3. Client Servicing & Portfolio Management
   • Offer ongoing post-sales support, addressing clients’ evolving needs and service requests.
   • Monitor client portfolios, proactively recommend adjustments based on market changes or client circumstances.
   • Ensure high levels of service quality and responsiveness to build client trust and satisfaction.
4. Sales Performance & Business Targets
   • Meet or exceed annual revenue and asset growth targets, in line with the bank’s private banking strategy.
   • Collaborate with product, investment advisory, and operations teams to achieve cross-functional business goals.
5. Compliance & Risk Management
   • Maintain strict adherence to regulatory requirements, including MAS and internal Fubon compliance standards.
   • Ensure full compliance with AML/KYC, client suitability, and product appropriateness regulations.
   • Stay current on regional regulatory changes that impact client onboarding and ongoing relationship management.

Candidate Requirements

1. Educational & Professional Background
   • Bachelor’s degree (preferably in Finance, Business, Economics or related fields).
   • Minimum 5 years of experience in private banking, priority banking, or wealth management.
   • Direct experience with Greater China HNW client base is a strong advantage.
2. Regulatory & Licensing Competency
   • Holder of Singapore’s Client Advisor Competency Standards (CACS), both Module 1 & 2.
   • Solid understanding of MAS regulatory framework, including AML/CFT and suitability obligations.
3. Client & Market Knowledge
   • Deep familiarity with Greater China markets: cultural fluency, language (Mandarin proficiency), and financial product preferences.
   • Understanding of offshore and onshore wealth structures relevant to Chinese/Taiwanese clients.
4. Product & Technical Knowledge
   • Broad knowledge of investment products, financial markets, and wealth management tools.
   • Ability to articulate and position complex financial solutions in a clear, client-centric manner.
5. Sales & Interpersonal Skills
   • Strong client-facing presence, high emotional intelligence, and relationship-building ability.
   • Excellent communication and presentation skills to engage HNW clients and influence internal stakeholders.
   • Strong business acumen and self-driven to meet KPIs under minimal supervision.

Interested candidates are encouraged to submit their resumes along with a cover letter outlining their relevant experience and achievements 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: Reggie Tiongson | EA Personnel No: R1324767