Private Banking Relationship Manager

Job Description

• Manage and grow a portfolio of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients through holistic wealth management and private banking solutions.
• Acquire new-to-bank clients by developing and executing client acquisition strategies through personal networks, referrals, internal partnerships, and external business channels.
• Drive portfolio penetration and enhance overall 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

• Existing client book with Assets Under Management (AUM) exceeding SGD 100 million.
• Sufficient relevant experience in wealth management, private banking, or affluent banking.
• Proven track record in client acquisition and relationship management within the HNW/UHNW segment.
• Strong understanding of investment products, lending solutions, and wealth management concepts.
• Entrepreneurial mindset with strong business acumen and networking capabilities.
• Familiarity with Greater China and/or Southeast Asia client segments.
• Bachelor's degree or equivalent qualification.
• CACS certification is required.