Private Banking Relationship Manager

Company Description

Aeon Search Consulting Pte Ltd is a client-focused executive recruitment firm dedicated to identifying high-caliber talent for mid- to senior-level management roles. The firm specializes in serving multi-national corporations and established financial institutions. With a deep understanding of the market, Aeon Search Consulting is committed to connecting exceptional candidates with organizations that align with their career goals. Known for its expertise, the firm provides tailored recruitment solutions that drive success for both clients and candidates.

Role Description

This is a full-time on-site role for a Private Banking Relationship Manager, based in Singapore. The Relationship Manager will be responsible for managing and nurturing a portfolio of high-net-worth individuals by providing tailored financial planning and investment advice. The role involves building and maintaining strong client relationships, offering portfolio management services, and identifying opportunities to grow client portfolios. Regular monitoring of financial markets and evaluating investment opportunities are integral to this position.

Qualifications

• Experience in Business Relationship Management and excellent interpersonal and client relationship-building skills
• Strong expertise in Financial Planning, with an ability to assess and address client needs effectively
• Competency in Portfolio Management and a solid understanding of finance and investment principles
• Proven ability to analyze financial markets and make informed decisions to support client objectives
• Highly developed communication and presentation skills to deliver financial solutions
• A degree in Finance, Business, Economics, or a related field
• Certifications such as CFA , CFP or CACS are highly advantageous
• Proven ability to meet targets and work in a fast-paced, client-centric environment