About the role
AI summarisedThis is a senior private banking role at a major bank, responsible for managing and growing a portfolio of high-net-worth clients in the Singapore market. The VP Relationship Manager will drive client acquisition, provide tailored wealth management solutions, and ensure 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 holistic wealth management solutions including investment, insurance, and credit
- Conduct regular portfolio reviews and rebalancing to meet client objectives
- Ensure compliance with internal policies and regulatory requirements
- Collaborate with product specialists to deliver customized solutions
- Prepare credit proposals and conduct due diligence for lending transactions
- Monitor market trends and provide timely investment advice to clients
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, insurance, and credit
- Excellent communication and interpersonal skills
- Ability to build and maintain long-term client relationships
- 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 Singapore regulatory environment
- High level of integrity and professionalism