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Wealth RM - Treasures Private Client

300005 Chief Executive's Office_00002555

Singapore

On-site

SGD 80,000 - 120,000

Full time

30+ days ago

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Job summary

A leading bank in Asia is seeking a Relationship Manager for their Treasures Private Client division. This role involves sourcing new and existing clients, providing tailored investment advice, and ensuring compliance with regulations. The ideal candidate will have a degree and at least 4 to 6 years of experience in wealth management, particularly with high net-worth clients. Opportunities for professional growth and a competitive salary package are offered.

Benefits

Competitive salary
Benefits package
Professional development opportunities

Qualifications

  • Minimum 4 to 6 years of wealth management experience dealing with high net-worth individuals.
  • Knowledge of trust set-up and private banking products is an advantage.
  • Strong understanding of compliance and regulatory requirements.

Responsibilities

  • Source new clients and target market for the Bank.
  • Identify client needs to grow business in assigned area.
  • Provide investment advice to clients and manage their accounts.
  • Work with Team Lead on market focus strategy.
  • Ensure compliance with KYC and documentation requirements.

Skills

Wealth management sales
Client relationship building
Compliance knowledge
Communication skills
Team collaboration

Education

Degree
Job description
A leading bank in Asia is seeking a Relationship Manager for their Treasures Private Client division. This role involves sourcing new and existing clients, providing tailored investment advice, and ensuring compliance with regulations. The ideal candidate will have a degree and at least 4 to 6 years of experience in wealth management, particularly with high net-worth clients. Opportunities for professional growth and a competitive salary package are offered.
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