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PERSOL Singapore Pte Ltd

Private Banking Relationship Manager

3-5 Years
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Job Description

Brief Summary

Join a dynamic team where you will build and nurture relationships with a select client segment. Leverage your expertise to enhance client experiences and drive growth in a vibrant banking environment.

Responsibilities

  • Initiate and cultivate relationships within the accredited investor segment. Strengthen connections with clients to align with business objectives. Conduct necessary Know Your Customer (KYC) and Anti-Money Laundering (AML) processes and documentation. Provide market insights and trend analyses to clients while upselling relevant services. Contribute to Private Banking's profitability and growth milestones. Deliver exceptional customer service that enhances the overall client experience. Understand the needs of ultra-high-net-worth clients from mainland China. Oversee the investment product dealing infrastructure, processes, and systems. Manage all sales documentation, product agreements, and service level agreements.

Requirements

  • Bachelor's degree in any discipline Minimum 3 years of experience as a relationship manager in the Private Banking sector, specifically in North Asia markets. Strong grasp of economics, investment products, and best practices in wealth management. Possession of relevant CMFAS certifications (e.g., M1, M5, M6, M6A, M8, M8A, M9, M9A, and HI) CACS Level 1 and 2 certifications are advantageous. Excellent interpersonal and communication skills with a collaborative mindset. Ability to thrive in a dynamic environment and effectively manage multiple tasks to meet tight deadlines.

About Company

PERSOL is Asia-Pacific’s leading Staffing and HR solutions partner, operating across 13 markets with deep local insight and regional scale. With more than 80 offices and decades of experience, we deliver integrated workforce solutions that are tailored, tech-enabled, and designed for the dynamic world of work.

We combine human expertise with smart technology to help organisations solve workforce challenges, unlock potential, and stay ahead of change. From recruitment and talent management to workforce strategy and advisory, our collaborative approach puts your goals at the centre.

In 2025, we came together under the PERSOL name — reflecting our bold vision for the future of work and our Group’s Vision: Work and Smile.

Whether you’re building teams, growing careers, or transforming how work gets done, we’re here.

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its local and overseas subsidiaries and affiliates to collect, use and disclose your personal data to prospective employers/companies based in any country for purposes of evaluating suitability for employment, conducting reference checks, administering employment related services, complying with Government’s health advisories and such other purposes stated in our Privacy Policy.

Our full Privacy Policy is available at https://www.persolsingapore.com/policies. If you wish to withdraw your consent, please drop us an email at "sg.dataprotection@persolapac.com" to let us know. Please feel free to contact us if you have any queries.

For more information, please visit www.persolsingapore.com

Job ID: 147914629

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