Private Banking Relationship Manager
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