Private Banking, Relationship Manager
Full-time
PERSOL
Join a dynamic Private Banking team as a Relationship Manager, where you will leverage your expertise in wealth management to serve affluent clients. This opportunity is perfect for those looking to advance their careers in client-focused financial solutions.
Responsibilities
- Develop and nurture relationships with High-Net-Worth (HNW) clients.
- Identify clients' financial objectives and propose tailored investment, insurance, lending, and wealth planning strategies.
- Drive growth in Assets Under Management (AUM), revenue, and client acquisition.
- Conduct regular portfolio assessments and provide market insights.
- Collaborate effectively with investment advisors, product specialists, and compliance teams.
- Ensure adherence to regulatory requirements and internal policies.
- Deliver exceptional client service to cultivate long-term relationships.
Requirements
- Degree in Finance, Business, Economics, or related fields is preferred.
- 2–5 years of experience in Private Banking, Priority Banking, Premier Banking, or Wealth Management.
- Proven track record of acquiring and managing affluent clients.
- Possession of CMFAS Papers 1A, 5, 6, 6A, HI (M5, M8, M8A, M9 as applicable).
- Strong interpersonal and relationship-building abilities.
Interested candidates who wish to apply for the advertised position, please click on "Apply Now". We regret that only shortlisted candidates will be notified.
EA License No.: 01C4394 (PERSOL SINGAPORE PTE LTD)
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Vacancy posted 1 day ago
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