Islandwide, SG - Private Relationship Manager (Banker)

Roles & Responsibilities

[Job ID : 1020257]

Role Overview :

We are seeking high-performing Private Bankers to join our Singapore-based team, focusing on client acquisition and portfolio growth across Malaysia, Thailand, and Indonesia . You will be responsible for delivering bespoke wealth solutions and deepening relationships with UHNW clients, serving as a trusted advisor across generations.

Responsibilities :

New Client Acquisition :

Identify and onboard new UHNW clients in Malaysia, Thailand, and Indonesia , growing your portfolio and AUM.

Relationship Management :

Build long-term, multi-generational client relationships by deeply understanding their wealth creation sources and financial goals.

Advisory & Investment Solutions :

Deliver tailored investment strategies and wealth planning solutions aligned with clients' risk profiles and objectives.

Cross-Selling Products :

Collaborate with product specialists to provide a full range of private banking solutions across investments, insurance, credit, and estate planning.

Compliance & Risk :

Ensure full compliance with regulatory requirements including KYC / AML , MAS regulations , and internal policies .

Revenue Target :

Maintain and grow a book of business generating annual revenues between USD 1.8 to 2 million .

Requirements :

• Minimum 7 years of experience in Private Banking, with demonstrated success in client acquisition and portfolio management.
• Proven ability to manage UHNW clients
• In-depth understanding of financial products, advisory strategies, and market trends across Malaysia, Thailand, and Indonesia .
• Strong compliance knowledge and familiarity with MAS regulatory standards.
• CACS Paper 1 and 2 certifications are mandatory for this role.
• Bachelor's degree required; professional qualifications (e.g. CFA, CFP) are an advantage.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

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EA Personnel Name : Cesky Ong Zhi Rong

EA Personnel Registration Number : R24121422

EA License No. : 07C5771

Tell employers what skills you have

Wealth Management

Investment Advisory

Investment Strategies

Investments

Relationship Management

Wealth

Private Banking

Project Finance

Compliance

Portfolio Management

Digital Strategy

Advocate

Estate Planning

Regulatory Requirements

Cash Flow