TALENTVIS SINGAPORE PTE. LTD. - Relationship Manager (Private Banking) - RT

TALENTVIS SINGAPORE PTE. LTD.D09 Cairnhill, Orchard, River Valley, SG

2 days ago

Job description

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

Conduct 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.

3. Client Servicing & Portfolio Management

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.

4. Sales Performance & Business Targets

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.

5. Compliance & Risk Management

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.

Candidate Requirements Breakdown :

1. Educational & Professional Background

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.

2. Regulatory & Licensing Competency

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.

3. Client & Market Knowledge

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.

4. Product & Technical Knowledge

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.

5. Sales & Interpersonal Skills

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.

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!

We regret to inform that only shortlisted candidates would be notified

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

Create a job alert for this search

Relationship Manager • D09 Cairnhill, Orchard, River Valley, SG

Related jobs

Promoted

Business Development Manager Asia

CreedRoomzKulai, Johor, Malaysia

Business Development Manager Asia.Live Casino solutions, is growing rapidly — and we’re looking for talented.This is your chance to join a high-growth, high-impact company where your work truly mak...Show moreLast updated: 12 days ago

Promoted

Private Banking Relationship Manager – Wealth Management

GREENLANE PRIVATE LTD.Singapore, SG.01, Singapore

Our client, a leading international bank with a strong regional presence, is seeking an experienced Private Banking Relationship Manager to join them in Singapore. This is a client-facing role focus...Show moreLast updated: 11 days ago

Promoted

Relationship Manager

OCBC (Singapore)Singapore, SG.01, Singapore

As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people.Fro...Show moreLast updated: 8 days ago

Promoted

Relationship Manager

NEWBRIDGE ALLIANCE PTE. LTD.Singapore, SG.01, Singapore

We're seeking an experienced Relationship Manager to join our clients Corporate Banking team.The successful candidate will be responsible for building and maintaining relationships with large corpo...Show moreLast updated: 8 days ago

Promoted

Relationship Manager – Corporate Banker (Vice President)

Chris Consulting Pte LtdSingapore, Northeast, Singapore

Relationship Manager – Corporate Banker (Vice President).Our client, a well-established Asian Bank, is sourcing for a Corporate Banking RM in Singapore. The candidate is likely to have a minimum of ...Show moreLast updated: 8 days ago

Promoted

Private Banking Relationship Manager

tangspacSingapore, SG.01, Singapore

Acquire, build, expand and maintain Private Banking client relationships and grow AUM.Provide exceptional service to HNW & UHNW clients locally and from domestic branches in China.Conduct proper KY...Show moreLast updated: 3 days ago

New!

Senior Relationship Manager (Strategic Investors Team)

Funding Societies | Modalku GroupSingapore, Singapore, SG

Quick Apply

SME digital finance platform in Southeast Asia.We are licensed and operating in Singapore, Indonesia, Thailand, Malaysia and Vietnam, and backed by Sequoia India (Peak XV), Softbank Vision Fu...Show moreLast updated: 4 hours ago

Promoted

Relationship Manager

STATE BANK OF INDIASingapore, SG.01, Singapore

State Bank of India (SBI) a Fortune 500 company, is an Indian Multinational, Public Sector Banking and Financial services statutory body headquartered in Mumbai. The rich heritage and legacy of over...Show moreLast updated: 8 days ago

Promoted

Private Banking Relationship Manager

HaysSingapore

Unlock Your Career Potential - Your Dream Role is Here.Join a global Asian bank renowned for its commitment to excellence and innovation in the banking sector. Your new company is dedicated to provi...Show moreLast updated: 2 days ago

Promoted

Business Development Associate / Manager (Chinese speaking)

GRVT MarketsKulai, Johor, Malaysia

GRVT is the world’s first licensed hybrid decentralized exchange (DEX), on a mission to make wealth-building as natural as daily life. We’re building a compliant peer-to-peer investment platform for...Show moreLast updated: 30+ days ago

Promoted

FX Business Development Manager (Asia Market)

Salve.Inno ConsultingKulai, Johor, Malaysia

Remote within Thailand, Malaysia, Korea.Would you like to be at the forefront of global FX business growth? We are seeking an enthusiastic, driven, and culturally aware Business Development Manager...Show moreLast updated: 30+ days ago

Promoted

Corporate Banking Relationship Manager – Large Corporates

GREENLANE PRIVATE LTD.Singapore, SG.01, Singapore

Our client, a leading international bank with strong regional presence, is seeking an experienced Corporate Banking Relationship Manager to join their team in Singapore. This role offers the opportu...Show moreLast updated: 8 days ago

Promoted

Junior Relationship Manager, Priority Banking

Standard CharteredJohor Bahru, Johor, Malaysia

Standard Chartered Relationship Manager.You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements.About Wealt...Show moreLast updated: 30+ days ago

Promoted

Relationship Manager – Wealth & Retail Banking (Affluent Segment) (based in Johor)

Hiredly XKulai, Johor, Malaysia

We are looking for a results-driven Relationship Manager to join a leading international bank’s wealth and retail banking division. In this role, you will focus on acquiring and managing affluent cl...Show moreLast updated: 30+ days ago

Promoted

Relationship Manager

ADECCO PERSONNEL PTE LTDSingapore, SG.01, Singapore

Our client, a leading bank in Asia, is looking to hire Relationship Managers to join their retail banking segment.As a Relationship Manager, you will responsible for : . Promoting and offering a diver...Show moreLast updated: 8 days ago

Promoted

Private Banking, Relationship Manager (ID : 687545)

PERSOLCentral Singapore Community Development Council, SG.01, Singapore

Build and nurture strong relationships with high-net-worth individuals.Provide expert investment product advisory and deliver exceptional service to clients. Act as a trusted advisor to clients, pos...Show moreLast updated: 3 days ago

Promoted

Priority Mortgage Relationship Manager

Standard CharteredJohor Bahru, Johor, Malaysia

The Priority Mortgage Relationship Manager will join our Personal Banking Mortgages Team in Petaling Jaya Office.The job holder is responsible for driving mortgage sales growth by acquiring new cus...Show moreLast updated: 22 days ago

Promoted

Relationship Manager

Alpha Ladder Group Pte. Ltd.Downtown Commercial Core, Alberta, Singapore

Diploma or Bachelor's degree in Finance, Business Administration, Economics, or a related field.Relationship Manager experience or Prior experience in client relationship management, preferably in ...Show moreLast updated: 1 day ago