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Relationship Manager (Private Bank)
KAIROS GLOBAL SEARCH PTE. LTD.Singapore30+ days ago
Job descriptionDevelop and maintain strong relationships with high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). Provide customized wealth management and investment advisory services based on clients' financial goals. Identify and develop new business opportunities to grow the private wealth portfolio. Collaborate with internal teams, including investment specialists, compliance, and risk teams, to deliver holistic financial solutions. Stay updated on market trends, financial products, and regulatory changes to provide informed investment advice. Ensure adherence to banking and regulatory policies, including KYC, AML, and risk assessment protocols. Conduct regular portfolio reviews and recommend adjustments to align with clients' evolving needs. Bachelor's degree in Finance, Business, or a related field. Minimum 5-7 years of experience in relationship management, wealth management, or private banking. Strong knowledge of investment products, financial markets, and wealth management strategies. Proven track record in client acquisition, portfolio management, and revenue generation. Excellent interpersonal, communication, and negotiation skills. Certifications such as CFA, CFP, or CMFAS modules are a plus.
Job Description :
Our client is a leading private bank and they are seeking an experienced and client-focused Relationship Manager to join their Private Wealth team. The successful candidate will be responsible for managing and growing a portfolio of high-net-worth clients, providing tailored wealth management solutions, and ensuring exceptional client service.
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Requirements :
EA Licence No : 23S1615
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Relationship Manager • Singapore