Roles & Responsibilities
Relationship Manager (Private Wealth)
About the Role
We are seeking an experienced and dynamic Relationship Manager (Private Wealth) to join our growing Private Banking team. This is an exciting opportunity for a driven professional who thrives on building trusted relationships with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients across the region.
You’ll play a key role in expanding our private wealth portfolio, offering bespoke financial solutions, and helping clients achieve their long-term investment goals.
What You’ll Do
- Develop and manage relationships with HNW and UHNW clients, including business leaders, entrepreneurs, and family offices.
- Source new business opportunities through referrals, networking, and existing connections.
- Understand clients’ financial needs and craft personalized strategies across investment, wealth management, and private banking products.
- Provide timely market insights, professional advice, and superior service to support clients’ financial objectives.
- Foster long-term trust and loyalty through consistent engagement and exceptional client experience.
- Ensure all sales and advisory activities adhere to regulatory standards and internal compliance policies.
What We’re Looking For
Bachelor’s degree in Finance, Economics, Business, or a related discipline.At least 5 years of experience in Private Banking, Wealth Management, or related financial services roles.Proven track record in managing and growing HNW / UHNW client portfolios.Strong understanding of investment and wealth management products.Excellent communication and interpersonal skills — confident in engaging C-suite executives and sophisticated investors.Proficient in English and Mandarin (to liaise with regional Chinese-speaking stakeholders).Possesses CACS Paper 1 & 2Ready to make an impact? We’d love to hear from you! Apply today by sending your resume to apply81@talentvis.com or click apply now!
We regret to inform that only shortlisted candidates would be notifiedTalentvis Singapore Pte Ltd | EA License No : 04C3537
EA Personnel Name : Sherwin Wong | EA Personnel No : R1770151
Tell employers what skills you have
Wealth Management
Referrals
Interpersonal Skills
Relationship Management
Wealth
Private Banking
Compliance
Networking
Banking
Team Player
Financial Services