Director - Relationship Manager (Private Wealth Management)

Role & Responsibilities

• Client Acquisition & Relationship Building: Identify and acquire new high-net-worth clients, nurturing long-term relationships and providing tailored wealth solutions.
• Client Insight & Wealth Planning: Understand clients’ business backgrounds, sources of wealth, and financial objectives to deliver strategic wealth management services.
• Tailored Financial Solutions: Develop customized investment and risk management solutions that address clients’ financing and liquidity needs.
• After-Sales Service: Provide consistent, high-quality after-sales support to enhance client satisfaction and trust.
• Performance & Compliance: Meet annual targets and uphold service standards, ensuring compliance with all company and regulatory requirements.

Requirements

• Bachelor’s degree with a minimum of 10 to 15 years’ experience in private wealth management, serving high-net-worth clients.
• Strong familiarity with the Greater China market, including regulatory and compliance requirements.
• In-depth product knowledge and the ability to interact with clients in the Greater China region.
• Singapore Client Advisory Competency Standards (CACS) qualification required.
• Excellent client-facing, sales, and stakeholder management skills.

If you’re passionate about wealth management and have expertise in the Greater China market, we invite you to apply by sending your CV to glennwong@talentvis.com. Alternatively, feel free to share this opportunity within your network.

Warm regards,
Glenn Wong
Financial Services Business Lead, R1106685