Relationship Manager (Private Banking | Central) DT

Job Responsibilities

• Build and manage relationships with accredited investors and high-net-worth clients

• Develop new business opportunities and grow client portfolios in line with business targets

• Understand clients financial objectives and provide tailored wealth management and investment solutions

• Conduct KYC, AML, and onboarding processes in compliance with regulatory and internal requirements

• Provide clients with market updates, investment insights, and portfolio-related recommendations

• Deliver high standards of client servicing and enhance overall customer experience

• Support clients on investment-related processes, documentation, and service agreements

• Maintain strong understanding of market trends, investment products, and wealth management solutions

• Work closely with internal stakeholders to ensure smooth execution of client transactions and services

Job Requirements

• Degree holder with at least 3 years of relevant experience in Private Banking or Wealth Management

• Experience managing North Asia or China market clients is an advantage

• Passed CACS Paper 1 and/or 2 certifications

• CMFAS certifications (e.g. M1, M5, M6, M6A, M8, M8A, M9, M9A, HI) are advantageous

• Strong understanding of investment products, financial markets, and wealth management practices

• Proficient in both English and Chinese to support Chinese-speaking clients and stakeholders

• Strong relationship management, communication, and business development skills

• Able to thrive in a fast-paced environment and manage multiple priorities effectively

Attention to: Debbie Tan ([Confidential Information])

By submitting any application or résumé to us, you will be deemed to have agreed and consented to us disclosing your personal information to prospective employers for their consideration.

We regret to inform you that only shortlisted candidates will be notified. All applications will be treated with the strictest confidence.

Elitez Pte Ltd | EA Licence: 16C8004 | Debbie TAN | Registrations No: R26159853