Private Banking Relationship Manager

We are partnering a prestigious bank in their search for ambitious & driven relationship managers to join their team. This is a good opportunity for individuals keen on the private wealth space.

Roles and Responsibilities

• Engage and prospect new to bank HNW & UHNW clients.
• Understand the financial needs of clients and provide them holistic recommendations & solutions.
• Consistently update clients on the latest market trends and information regarding their portfolio.
• Work closely with internal stakeholders (product specialist etc) to curate personalised solutions for clients.
• Uphold the bank's customer service standards and comply with all compliance and regulation standards.

Skill and Requirements

• Minimum Degree required
• Minimum 6 years of wealth management experience
• Good understanding of cross border regulations
• Good understanding of financial markets & investment instruments

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

(EA:11C5502/R2199597)

Location: Singapore, SG

Posted Date: 11/19/2024