Skip to main content
Back to jobs

Private Banking Relationship Manager

External
UPPER SPRING CONSULTING PTE. LTD. logoUpper Spring Consulting · The Octagon, Singapore
S$120K–S$240K/yrFull-timeUnknownToday
Compliance
Cover LetterConnect

Prepare for this interview

Elite

AI-generated questions, company research, and talking points tailored to this role


Responsibilities

  • Prospect new Private Banking clients and secure new relationships, and meet the assigned targets.
  • Grow Net New Money and Asset under Management.
  • Work closely with Investment Advisors to co-manage the portfolio of clients and generate investment revenue.
  • Deliver excellent service to clients and deepen relationship by value adding to clients' wealth management needs.
  • Ensure that all transactions comply with the Bank and regulatory requirements.
  • Conduct business with a high degree of professionalism and integrity.

Requirements

  • Proven track record in Wealth Management covering Southeast Asia markets.
  • Strong track record of client acquisition and revenue generation.
  • Strong relationship with high networth clients.
  • Sound knowledge of Wealth Management products.
  • Strong network of client referral channels.
  • Good understanding of compliance and regulatory requirements.
  • Completed CACS Papers 1 & 2 and all other certifications as required by the bank.

Additional Information

We are representing our client, an established Asian bank, to look for Private Banking Relationship Managers to complement the existing teams based in Singapore.


Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at UPPER SPRING CONSULTING PTE. LTD.? Share your experience

Interested in this role?

Apply on the company's website.

Cover LetterConnect