Relationship Manager - Private Banking
Talentvis Singapore Pte. Ltd. SingaporeRelationship Manager - Private Banking
A leading private banking and wealth management institution is seeking a Relationship Manager to join its growing Private Banking team in Singapore.
The successful candidate will be responsible for managing and developing relationships with high-net-worth clients, providing tailored wealth management solutions, and supporting the continued growth of the private banking business across Asia.
This role is ideal for a client-focused banking professional with strong relationship management experience, sound knowledge of investment and lending products, and a strong understanding of compliance, risk, and regulatory requirements in Singapore.
Key Responsibilities Client Relationship Management- Build, manage, and strengthen long-term relationships with high-net-worth and affluent clients.
- Understand clients’ financial objectives, investment needs, risk appetite, and wealth planning goals.
- Provide professional and timely support across private banking products and services.
- Maintain regular client engagement to identify business opportunities and enhance client satisfaction.
- Grow the private banking client portfolio through new client acquisition and existing client development.
- Identify opportunities to increase assets under management and deepen client relationships.
- Promote suitable wealth management solutions in line with clients’ needs and the institution’s risk framework.
- Support the overall growth strategy of the private banking business in Singapore and across Asia.
- Provide clients with access to a wide range of private banking products, including investment products, deposits, loans, structured products, funds, bonds, and other wealth management solutions.
- Work closely with investment advisors, product specialists, credit teams, operations, and compliance to deliver comprehensive client solutions.
- Stay informed on market trends, investment opportunities, and regulatory developments.
- Oversee client onboarding, account opening, KYC documentation, and ongoing client due diligence.
- Ensure all client activities, transactions, and documentation comply with internal policies and regulatory requirements.
- Maintain strong risk awareness and uphold high standards of confidentiality, prudence, and professional conduct.
- Work closely with internal control functions to ensure smooth and compliant client servicing.
- Collaborate with Assistant Relationship Managers, product teams, compliance, operations, and senior stakeholders.
- Support a professional, service-oriented, and collaborative working culture.
- Contribute to team goals and the continued development of the private banking platform.
- Prior experience in private banking, wealth management, or relationship management .
- Strong understanding of investment products, loans, account opening processes, and private banking services.
- Singapore CACS certification is required or strongly preferred.
- Good knowledge of KYC, AML, compliance, and regulatory requirements in Singapore.
- Strong communication and interpersonal skills.
- Proficiency in both Chinese and English to support communication with a diverse client base.
- Excellent attention to detail, prudence, responsibility, and risk awareness.
- Client-focused mindset with a high level of professionalism and integrity.
- Strong team spirit and service-oriented attitude.
- Experience working with high-net-worth or affluent clients.
- Existing client network within the private banking or wealth management segment.
- Familiarity with Asia’s wealth management market.
- Ability to work effectively in a growing and fast-paced private banking environment.
- A stable platform with strong growth potential.
- A professional and collaborative working environment.
- Comprehensive talent development and career growth opportunities.
- Exposure to Asia’s expanding wealth management market.
- The opportunity to contribute to the future growth of private banking in the region.
The ideal candidate is a professional, responsible, and client-focused Relationship Manager with strong private banking or wealth management experience. The individual should be confident in managing high-net-worth client relationships, able to communicate effectively in both Chinese and English, and committed to delivering high-quality wealth management services within a compliant and risk-conscious environment.
Interested candidates are encouraged to submit their resumes along with a cover letter outlining their relevant experience and achievements to apply79@talentvis.com or click apply now!
**We regret to inform that only shortlisted candidates would be notified**
Talentvis Singapore Pte Ltd | EA License No: 04C3537
EA Personnel Name: Reggie Tiongson | EA Personnel No: R1324767
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