Private Banking Relationship Manager

Responsibilities

• Build, strengthen, and manage relationships with high-net-worth clients while overseeing their wealth portfolios.
• Provide investment guidance and customised financial solutions that are aligned with clients' objectives and financial aspirations.
• Act as a trusted financial partner to clients by strengthening relationships and enhancing overall client experience.
• Collaborate closely with the Private Banking team to achieve business goals and deliver quality client outcomes.
• Carry out other responsibilities and assignments as directed by the Head of Department or management.

Requirements

• Bachelor's degree or above, preferably in Business, Banking and Finance or related fields.
• Minimum 5 years of Premium banking RM experience or minimum 2 years of Private banking RM experience
• BSC Grade A or B (if applicable)
• Relevant certifications such as CACS, CMFAS (M9, M9A, M5, HI) preferred.
• Excellent interpersonal, communication, and client management skills.
• Ability to work independently and collaboratively within a team.
• Client-focused with a proactive and professional approach.
• By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.

Additional Information

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) jiawei@placement.com.sg I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more. https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D Join a reputable financial institution's Private Banking team as a Relationship Manager. This opportunity is suitable for candidates with Premier Banking experience who are seeking to transition into the Private Banking space. You will oversee and expand a portfolio of high-net-worth clients by delivering personalised investment solutions and exceptional relationship management.

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