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UPPER SPRING CONSULTING PTE. LTD.

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Private Banking Relationship Manager (North Asia)

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Description

We are representing our client, a large Chinese bank, to look for Private Banking Relationship Managers to complement the existing team in Singapore.

Job Responsibilities

  • Manage and grow a portfolio of High-Net-Worth and Ultra-High-Net-Worth clients through holistic wealth management and private banking solutions.
  • Acquire new-to-bank clients through personal networks, referrals, internal partnerships, and external business channels.
  • Drive portfolio penetration and enhance client wallet share and relationship depth.
  • Provide advisory on portfolio allocation, investment opportunities, wealth preservation, lending and succession planning needs.
  • Ensure proper client due diligence, regulatory compliance, and adherence to high standards of risk management and client servicing.

Job Requirements

  • Relevant experience in wealth management, private banking, or affluent banking with proven track record in client acquisition and relationship management.
  • Strong understanding of investment products, lending solutions, and wealth management concepts.
  • Entrepreneurial mindset with good business acumen and networking capabilities.
  • Bachelor’s degree or equivalent qualification.
  • CACS and any other required certifications.

Skills

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