Private Banking Relationship Manager

Our client is a leading international banking institution with an established presence across Asia and growing global footprint, offering expertise in investment advisory, discretionary portfolio management, succession planning and cross border wealth restructuring. They are actively recruiting for a driven and seasoned professional to join them as a Private Banking Relationship Manager to establish and strengthen relationships with their HNW clients.

Our client is a leading international banking institution with an established presence across Asia and growing global footprint, offering expertise in investment advisory, discretionary portfolio management, succession planning and cross border wealth restructuring. They are actively recruiting for a driven and seasoned professional to join them as a Private Banking Relationship Manager to establish and strengthen relationships with their accredited investors and HNW clients.

Responsibilities

• Develop and acquire new relationships within the accredited investor segment, while building long-term client partnerships.
• Understand clients' financial objectives and provide suitable wealth management and investment solutions aligned with their needs.
• Ensure all client onboarding activities comply with internal policies and regulatory requirements, including Know Your Customer (KYC), Anti-Money Laundering (AML), and related documentation.
• Proactively identify opportunities to deepen client relationships through appropriate cross-selling and ongoing portfolio discussions.
• Keep clients informed of relevant market developments, investment trends, and economic insights to support informed financial decisions.
• Contribute to the achievement of business growth, revenue, and client acquisition objectives.
• Deliver a high standard of client service and enhance the overall client experience through responsive and professional relationship management.
• Develop a strong understanding of the needs of ultra-high-net-worth (UHNW) clients with cross-border wealth management requirements, including those with exposure to the North Asia markets.
• Coordinate with internal stakeholders to facilitate investment transactions and ensure the timely completion of sales documentation, product agreements, and related service documentation.

Requirements

• Bachelor's degree or equivalent qualification.
• At least 3 years of relevant experience in Private Banking, Wealth Management, or a related financial advisory environment.
• Exposure to serving clients with investment interests in the North Asia markets would be advantageous.
• Relevant CMFAS certifications (such as M1, M5, M6, M6A, M8, M8A, M9, M9A, and HI).
• Good understanding of financial markets, macroeconomic developments, and a broad range of wealth management products.
• Strong interpersonal, communication, and stakeholder management skills, with the ability to build lasting client relationships.
• Able to work effectively in a fast-paced environment, manage multiple priorities, and meet deadlines with strong attention to detail.

What's next:

Do note that we will only be in touch if your application is shortlisted.
Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R1988743 Raymond Gan