Private Banking, Relationship Manager (up to $10k) (ID: 705702)

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”. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (PERSOL Singapore PTE LTD)

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