Senior Wealth Relationship Manager

SEARCHASIA CONSULTING PTE. LTD.; Singapore; On-site; SGD 67,000 - 134,000; Full time

Job summary

SEARCHASIA CONSULTING PTE. LTD. in Singapore seeks a seasoned Wealth Management Relationship Manager to grow a high net worth client book and deliver tailored investment and wealth solutions.

You will collaborate with internal specialists to meet client needs, acquire new assets, and generate revenue while maintaining strong client relationships. The role requires 3+ years in Wealth Management/Private Banking and professional certifications (CACS 1 & 2).

Qualifications

• Degree in a relevant discipline.
• Min 3 years of relevant Wealth Management/Private Banking experience.
• CACS 1 and 2 certifications.

Responsibilities

• Acquire, develop and service long-term relationships with high net worth clients.
• Provide investment and wealth solutions with internal specialists.
• Generate target market prospects through innovative channels.
• Convert target market prospects into clients and cross-sell products.
• Acquire net new assets to achieve targeted AUM.
• Review AML and risk considerations in transactions.

Skills

Relationship management

Cross-selling

Client acquisition

Education

Degree in a relevant discipline

CACS 1 & 2

Job description

SEARCHASIA CONSULTING PTE. LTD. in Singapore seeks a seasoned Wealth Management Relationship Manager to grow a high net worth client book and deliver tailored investment and wealth solutions.

You will collaborate with internal specialists to meet client needs, acquire new assets, and generate revenue while maintaining strong client relationships. The role requires 3+ years in Wealth Management/Private Banking and professional certifications (CACS 1 & 2).