HNW Relationship Manager

Job ID: 1070953
Key Responsibilities

• Build and manage long-term relationships with affluent and high-net-worth clients.
• Conduct in-depth financial reviews to understand clients' financial objectives, investment preferences, and risk profiles.
• Provide tailored wealth management solutions across investments, insurance, and lending products.
• Identify opportunities to grow assets under management through referrals, new client acquisition, and relationship deepening.
• Collaborate with internal product specialists to deliver holistic financial solutions.
• Keep clients informed of market trends and investment opportunities through regular engagement and portfolio reviews.

Requirements

• Minimum 1 years of experience as a Relationship Manager within Premier Banking, Priority Banking, or Wealth Management.
• Experience managing affluent or high-net-worth client portfolios.
• Strong knowledge of investment, insurance, and wealth management products.
• Exposure to onshore and/or offshore client segments will be an advantage.
• Self-motivated and results-oriented with a passion for wealth advisory and client engagement.

Why Join?

• Opportunity to join a leading international banking institution.
• Established affluent client platform and strong product suite.
• Attractive remuneration and performance-based incentives.
• Structured career progression within wealth management.

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EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA License No.: 07C5771