Relationship Manager, Private Banking

Job Description

• Manage and grow a portfolio of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients through holistic wealth management and private banking solutions.

• Acquire new-to-bank clients by developing and executing client acquisition strategies through personal networks, referrals, internal partnerships, and external business channels.

• Drive portfolio penetration and enhance overall client wallet share and relationship depth.

• Provide advisory on portfolio allocation, investment opportunities, wealth preservation, lending and succession planning needs.

• Ensure proper client due diligence, regulatory compliance, and adherence to high standards of risk management and client servicing.

Job Requirements

• Existing client book with Assets Under Management (AUM) exceeding SGD 100 million.

• Sufficient relevant experience in wealth management, private banking, or affluent banking.

• Proven track record in client acquisition and relationship management within the HNW/UHNW segment.

• Strong understanding of investment products, lending solutions, and wealth management concepts.

• Entrepreneurial mindset with strong business acumen and networking capabilities.

• Familiarity with Greater China and/or Southeast Asia client segments.

• Bachelor’s degree or equivalent qualification.

• CACS certification is required.