Relationship Manager (Private Banking Market : Philippines, Singapore and Hong Kong | CACS Paper 1 & 2) - Perm Role | CSBU03

Roles & Responsibilities

Relationship Manager

This is perm role for a Private Bank for HNWI

License Requires : CACS Paper 1 & 2

With Experience in the Philippine Market

Job Summary :

We are seeking a highly skilled and client-focused Relationship Manager to provide comprehensive wealth management services to affluent clients.

This role involves developing and maintaining strong client relationships, offering personalized financial strategies, and ensuring the long-term growth and protection of their wealth for future generations.

Key Responsibilities :

Serve as the primary point of contact for high-net-worth clients, managing their wealth holistically.

Conduct in-depth consultations to understand clients’ financial goals, risk tolerance, and liquidity needs.

Develop and implement customized investment strategies aligned with clients’ specific preferences and objectives.

Utilize a diverse range of financial products and services to optimize wealth preservation and growth.

Identify and pursue cross-border investment opportunities to enhance returns and diversification when appropriate.

Provide ongoing financial guidance and proactive portfolio adjustments in response to market trends and client needs.

Cultivate long-term relationships built on trust, transparency, and exceptional client service.

Qualifications & Skills :

Proven experience in wealth management, private banking, or a similar role.

Strong knowledge of investment strategies, financial products, and market trends.

Excellent interpersonal and communication skills to engage and advise high-net-worth individuals.

Ability to analyze complex financial information and provide tailored solutions.

A client-centric approach with a focus on long-term relationship building.

Join us to help clients secure their financial legacy while advancing your career in a dynamic and rewarding environment. Be part of one of the fastest growing bank in Singapore.

Interested applicants, please click "APPLY NOW"

We regret to inform you that only shortlisted candidates will be notified.

By submitting your personal data and / or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Joselito || EA Registration : R25126580

Tell employers what skills you have

Wealth Management

Referrals

Investment Strategies

Microsoft Excel

Tolerance

Wealth Management Services

Relationship Management

Career Development

Wealth

Loans

Private Banking

Transparency

Financial Analysis

Communication Skills

Banking

Wealth Preservation