Job Responsibilities

Build and manage relationships with accredited investors and high-net-worth clients
Develop new business opportunities and grow client portfolios in line with business targets
Understand clients financial objectives and provide tailored wealth management and investment solutions
Conduct KYC, AML, and onboarding processes in compliance with regulatory and internal requirements
Provide clients with market updates, investment insights, and portfolio-related recommendations
Deliver high standards of client servicing and enhance overall customer experience
Support clients on investment-related processes, documentation, and service agreements
Maintain strong understanding of market trends, investment products, and wealth management solutions
Work closely with internal stakeholders to ensure smooth execution of client transactions and services

Job Requirements

Degree holder with at least 3 years of relevant experience in Private Banking or Wealth Management
Experience managing North Asia or China market clients is an advantage
Passed CACS Paper 1 and/or 2 certifications
CMFAS certifications (e.g. M1, M5, M6, M6A, M8, M8A, M9, M9A, HI) are advantageous
Strong understanding of investment products, financial markets, and wealth management practices
Proficient in both English and Chinese to support Chinese-speaking clients and stakeholders
Strong relationship management, communication, and business development skills
Able to thrive in a fast-paced environment and manage multiple priorities effectively

Attention to: Debbie Tan ([HIDDEN TEXT])

By submitting any application or résumé to us, you will be deemed to have agreed and consented to us disclosing your personal information to prospective employers for their consideration.

We regret to inform you that only shortlisted candidates will be notified. All applications will be treated with the strictest confidence.

Elitez Pte Ltd | EA Licence: 16C8004 | Debbie TAN | Registrations No: R26159853

Relationship Manager (Private Banking | Central) DT