Senior Relationship Manager, South East Asia (ED/MD level)
This role will lead the development and management of high-value private banking relationships across South East Asia. This senior role is accountable for driving sustainable business growth, advising High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients on wealth strategies, and maintaining the highest standards of client service, risk management, and regulatory conduct. The successful candidate will bring a strong regional network, sound market judgment, and the leadership skills to work effectively with product specialists and senior stakeholders.
Key responsibilities
- Develop and execute a regional client and business strategy aligned with the organization’s priorities.
- Originate, acquire, and deepen HNW and UHNW client relationships; grow assets under management, revenue, and share of wallet sustainably.
- Serve as a trusted senior adviser, understanding clients’ objectives and coordinating suitable investment and wealth‑management solutions with relevant specialists.
- Monitor client portfolios, investment risks, and collateral positions; **escalate** material concerns promptly.
- Build senior‑level relationships with clients, professional intermediaries, and other relevant stakeholders across South East Asia.
- Lead complex client discussions, negotiations, and service matters with sound judgment and discretion.
- Mentor and support relationship‑management colleagues, promoting collaboration, accountability, and a strong client‑first culture.
- Partner with internal teams to strengthen market coverage, share client insights, and improve products and services.
- Maintain complete, accurate, and timely client documentation and records.
- Ensure business activities comply with applicable laws, regulations, internal policies, suitability requirements, and risk frameworks.
- Identify and manage conflicts of interest, uphold fair client treatment, and **escalate** compliance or conduct concerns.
- Represent the organization professionally in the market and contribute to regional initiatives and leadership projects.
Requirements
- Significant senior‑level experience in private banking or wealth management, with a demonstrated record of acquiring and managing HNW and UHNW relationships.
- Established client and professional network across South East Asia, with strong understanding of the region’s markets and cultures.
- Strong knowledge of global financial markets, investment products, wealth‑planning considerations, and relevant risks.
- Proven ability to originate business, deliver sustainable revenue growth, and manage complex client relationships.
- Excellent leadership, communication, negotiation, and stakeholder‑management skills.
- Sound judgment, integrity, discretion, and ability to perform effectively under pressure.
- Relevant university degree or equivalent professional experience.
- Relevant regulatory qualifications and representative status for the markets in which the role operates; requirements will depend on applicable local regulations.
- Proficiency in standard business software; familiarity with private‑banking platforms is an advantage.
- Fluency in relevant regional languages is an advantage
Confidentiality is assured, and only shortlisted candidates will be notified for interviews.