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.