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kingfisher hr solutions group

Relationship Manager

5-7 Years
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  • Posted 4 days ago
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Job Description

About the Role


We are seeking an experienced and well-connected Relationship Manager to join a Private Banking team in Singapore, with a specific focus on serving Ultra-High-Net-Worth (UHNW) clients from the Greater China region (including Shanghai, Hong Kong, Beijing, and surrounding markets)

.
In this role, you will leverage your existing client network to onboard and manage a portfolio of UHNW clients, facilitating the transfer of their offshore investments to Singapore. You will act as the primary trusted advisor, delivering bespoke wealth management solutions while driving significant AUM growth in Singapore's dynamic international wealth hu

b.
This position is ideal for a proactive professional with deep roots in the China/Hong Kong market who is ready to relocate to Singapore and capitalize on the growing trend of wealth migration to the regi

on.
Key Responsibili

  • tiesClient Acquisition & Onboarding: Proactively acquire and onboard UHNW clients from Greater China through your personal networks, referrals, and strategic partnerships. Facilitate the seamless transfer of offshore assets and investments to the Singapore platf
  • orm.Portfolio & Relationship Management: Manage and grow an assigned portfolio of UHNW clients. Conduct regular reviews to understand their financial goals, risk profiles, family office needs, succession planning, and cross-border requireme
  • nts.Advisory & Solutions: Provide holistic wealth management advice, including investment portfolio construction, structured lending, wealth structuring, and other tailored offshore solutions. Collaborate with product specialists to deliver customized strateg
  • ies.Revenue Growth: Achieve aggressive AUM and revenue targets by deepening relationships and increasing product penetrat
  • ion.Compliance & Risk: Ensure full adherence to MAS regulations, KYC/AML standards, and bank policies, with particular attention to cross-border client onboard
  • ing.Market Insights: Act as a bridge between Greater China clients and Singapore's wealth ecosystem, providing market updates and leveraging regional expert

ise.
Requirements & Qualifica

  • tionsExperience: Minimum 5+ years in Private Banking or Wealth Management, with a proven track record in managing and acquiring UHNW clients from Greater China (Shanghai, Hong Kong, Beijing, etc.). Candidates must have an existing book of business or strong client network in the region and a demonstrated ability to bring offshore assets to Singa
  • pore.Relocation: Willingness and readiness to relocate to Singapore and establish long-term pres
  • ence.Education & Qualifications: Bachelor's degree in Business, Finance, Economics, or related field. Professional certifications (e.g., CMFAS, CACS, CFA, CFP) preferred. Must meet MAS licensing and fit-and-proper requirem
  • ents.Skills & Attrib
  • utes:Strong existing client relationships and referral networks in Greater China UHNW seg
  • ment.Deep knowledge of cross-border wealth management, offshore investments, and the needs of Chinese UHNW cli
  • ents.Excellent client acquisition, networking, and relationship-building sk
  • ills.Results-oriented with a track record of meeting/exceeding AUM and revenue tar
  • gets.Language: Fluency in English and Mandarin (Putonghua) is essential. Additional Chinese dialects or other Asian languages are advantag

eous.

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Job ID: 149119511

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