Private Banking, Relationship Manager - Executive Director & Senior Advisor

Executive Director - Relationship Manager – Private Banking (HNW & UHNW)

Industry: Private Banking, Wealth Management, Financial Services

Location: Singapore, On-site (CBD)

About the role:

• Serve as the primary point of contact for High Net Worth and Ultra High Net Worth clients, delivering responsive, professional, and tailored banking support.

• Manage and grow a private client portfolio by providing comprehensive wealth management solutions aligned with client objectives, risk appetite, and internal investment policies.

• Provide suitable investment guidance, monitor portfolios and collateral positions, and ensure client needs are handled promptly and accurately.

• Strengthen existing relationships, increase share of wallet, and acquire new clients through professional networks and market engagement.

• Work closely with internal specialists and team members to deliver integrated advisory, product, and service solutions.

• Maintain high client satisfaction by adapting contact frequency, service approach, and solution delivery to each client’s preferences.

• Support business initiatives, marketing strategies, product rollouts, process improvements, and ad-hoc projects as required by team leadership.

• Comply with internal policies, documentation standards, regulatory requirements, risk controls, and applicable private banking rules.

• Demonstrate integrity, diligence, sound judgment, fair dealing, conflict management, and continuous professional development.

• Required skills include strong interpersonal communication, client relationship management, commercial judgment, teamwork, resilience, and the ability to work under pressure.

• Professional requirements include relevant education or banking experience, proven client servicing and acquisition record, strong financial market knowledge, regulatory awareness, and ability to match client needs with appropriate product solutions.