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Private Banking Relationship Manager
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Private Banking Relationship Manager
recruit123 pte. ltd.- Posted 28 days ago
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Job Description
Private Banking Relationship Manager
Job Description:
Recruit123 is helping our client to hire a Private Banking Relationship Manager. Our client is a well-established private bank serving high-net-worth and ultra-high-net-worth clients across Asia.
Responsibilities:
- Build, manage, and grow a portfolio of HNW/UHNW client relationships
- Advise clients on wealth management, investment, and banking solutions tailored to their financial goals
- Identify and convert new client relationships through referrals and market networking
- Ensure full compliance with KYC/AML, suitability, and regulatory requirements
- Collaborate with product specialists, investment counsellors, and credit teams to deliver holistic solutions
- Monitor portfolio performance and proactively engage clients on market developments
Requirements:
- Minimum 5-8 years private banking or wealth management experience (portable book preferred)
- Strong network within HNW/UHNW client segments (regional coverage a plus)
- CACS/CMFAS certification (or willingness to obtain)
- Bachelor's degree in Finance, Business, or related field CFA/CFP an advantage
- Excellent relationship management, negotiation, and cross-selling skills
EA Personnel Name: Lian Cher Chieh (Steffan) EA Licence No.: 25C2810EA EA Personnel Reg. No.: R1217705 | UEN: 202511044R
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Key Skills
About Company
Skills:
Compliance and Regulatory Requirements, Wealth Management, Client Acquisition, Wealth Management Products, Revenue Generation
Skills:
cacs , Hi, Investment product advisory, CMFAS, Customized Solutions, M9A, M5, Client Management, M9
Skills:
Wealth Management, Economics, CACS Level 1 and 2 certifications, investment products
Skills:
Sales, Client Onboarding, Report Generation, Compliance, Account Servicing, Transaction Processing, Cross-Selling, Client Relationship Management, Risk Management
Skills:
private banking products and solutions, banking compliance, Regulatory Requirements