HNW Relationship Manager / Team Lead

HNW Relationship Manager / Team Lead

A well-established bank is seeking an experienced HNW Relationship Manager / Team Lead to manage and deepen relationships with its existing portfolio of high-net-worth clients. This is a predominantly farmer-focused role, with an emphasis on client retention, portfolio growth and team leadership.

Responsibilities

• Manage and deepen relationships with an established portfolio of HNW clients.
• Provide tailored wealth solutions aligned with clients’ financial objectives and risk profiles.
• Drive portfolio growth through cross-selling and increasing share of wallet.
• Lead, coach and support a team of Relationship Managers to achieve business targets.
• Ensure full compliance with KYC, AML and regulatory requirements.

Requirements

• At least 8 years of relevant experience in private banking or wealth management.
• Proven track record in managing and growing HNW client portfolios.
• Prior team leadership experience is required.
• Strong knowledge of investment and wealth management products.
• Excellent relationship management, communication and stakeholder management skills.

Interested applicants may submit their updated resume via ethel.tan@revup-consulting.com in strict confidence for consideration.

We also welcome referrals of suitable candidates within your professional network.

Ethel Tan

Consultant, Financial Services

RevUp Consulting

EA Licence No.: 22S1193

EA Registration No.: R2096281

LinkedIn: www.linkedin.com/in/etheltansk