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Relationship Manager (Private Wealth Management) - TALENTVIS SINGAPORE PTE. LTD.
TALENTVIS SINGAPORE PTE. LTD.D09 Cairnhill, Orchard, River Valley, SG13 days ago
Job descriptionConduct comprehensive financial and investment reviews, recommending appropriate products and services. Design and deliver tailored investment portfolios and wealth structuring solutions (e.g., fixed income, equities, FX, funds, alternative investments). Provide financing and liquidity solutions where appropriate, including margin financing or structured lending options. Offer ongoing post-sales support, addressing clients’ evolving needs and service requests. Monitor client portfolios, proactively recommend adjustments based on market changes or client circumstances. Ensure high levels of service quality and responsiveness to build client trust and satisfaction. Meet or exceed annual revenue and asset growth targets, in line with the bank’s private banking strategy. Collaborate with product, investment advisory, and operations teams to achieve cross-functional business goals. Maintain strict adherence to regulatory requirements, including MAS and internal Fubon compliance standards. Ensure full compliance with AML / KYC, client suitability, and product appropriateness regulations. Stay current on regional regulatory changes that impact client onboarding and ongoing relationship management. Bachelor’s degree (preferably in Finance, Business, Economics or related fields). Minimum 5 years of experience in private banking, priority banking, or wealth management. Direct experience with Greater China HNW client base is a strong advantage. Holder of Singapore’s Client Advisor Competency Standards (CACS), both Module 1 & 2. Solid understanding of MAS regulatory framework, including AML / CFT and suitability obligations. Deep familiarity with Greater China markets : cultural fluency, language (Mandarin proficiency), and financial product preferences. Understanding of offshore and onshore wealth structures relevant to Chinese / Taiwanese clients. Broad knowledge of investment products, financial markets, and wealth management tools. Ability to articulate and position complex financial solutions in a clear, client-centric manner. Strong client-facing presence, high emotional intelligence, and relationship-building ability. Excellent communication and presentation skills to engage HNW clients and influence internal stakeholders. Strong business acumen and self-driven to meet KPIs under minimal supervision. We regret to inform that only shortlisted candidates would be notified
Roles & Responsibilities
Role Overview :
The Private Wealth Management Relationship Manager (RM) is responsible for developing and managing a portfolio of High Net Worth Individuals (HNWIs). The RM plays a strategic role in acquiring new clients, crafting personalized wealth management solutions, and maintaining long-term client relationships. The role demands a strong understanding of investment products, regulatory requirements, and cross-border wealth management practices.
Key Responsibilities Breakdown :
1. Client Acquisition & Relationship Development
- Proactively identify, source, and acquire new HNWI clients, particularly from Greater China.
- Cultivate strong, long-term relationships with clients by understanding their life priorities, business interests, and wealth generation sources.
- Develop customized solutions aligned with clients’ financial goals, risk appetite, and wealth preservation strategies.
2. Advisory & Investment Solutions
3. Client Servicing & Portfolio Management
4. Sales Performance & Business Targets
5. Compliance & Risk Management
Candidate Requirements Breakdown :
1. Educational & Professional Background
2. Regulatory & Licensing Competency
3. Client & Market Knowledge
4. Product & Technical Knowledge
5. Sales & Interpersonal Skills
Interested candidates are encouraged to submit their resumes along with a cover letter outlining their relevant experience and achievements to apply79@talentvis.com or click apply now!
Talentvis Singapore Pte Ltd | EA License No : 04C3537
EA Personnel Name : Reggie Tiongson | EA Personnel No : R1324767
Tell employers what skills you have
Wealth Management
Licensing
Sales
Investment Advisory
Client Engagement
Regulatory Compliance
Client Acquisition
Interpersonal Skills
Wealth Preservation Strategies
Relationship Management
Private Banking
Risk Management
Relationship Development
Investment Management
Compliance
Portfolio Management
Banking
Presentation Skills
Fixed Income
Equities
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Relationship Manager • D09 Cairnhill, Orchard, River Valley, SG
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