About the role
AI summarisedThis is a senior private banking role at a major bank, focused on managing and growing a portfolio of high-net-worth clients in the Singapore market. The VP Relationship Manager will be responsible for client acquisition, portfolio management, and providing tailored wealth management solutions while ensuring compliance with regulatory standards.
BusinessFull-timeGeneral
Key Responsibilities
- Manage and grow a portfolio of high-net-worth clients in the Singapore market.
- Acquire new-to-bank clients through networking and referrals.
- Provide comprehensive wealth management solutions including investment advisory, credit, and treasury products.
- Monitor client portfolios and proactively recommend adjustments based on market conditions.
- Ensure all transactions and client interactions comply with regulatory and bank policies.
- Collaborate with internal product specialists to deliver customized solutions.
- Prepare and present regular portfolio reviews and performance reports to clients.
- Maintain deep knowledge of financial markets, products, and regulatory changes.
Requirements
- Minimum 10 years of experience in private banking or wealth management.
- Proven track record in client acquisition and portfolio management.
- Strong knowledge of investment products, credit, and treasury solutions.
- Excellent relationship management and communication skills.
- Ability to work in a fast-paced, target-driven environment.
- Bachelor's degree in Business, Finance, Economics or related field.
- CFA or equivalent certification preferred.
- Fluent in English and Mandarin to serve Chinese-speaking clients.
- Strong understanding of AML and KYC regulations.
- Existing client base in Singapore market is highly desirable.