Relationship Manager (Private Banking) - RT
Location
singapore, singapore
Job Type
Full-time
Category
Banking & Lending
Posted
June 17, 2026
Role Overview
The Private Wealth Management Relationship Manager (RM) is responsible for developing and managing a portfolio of High Net Worth Individuals (HNWIs). The RM plays a strategic role in acquiring new clients, crafting personalized wealth management solutions, and maintaining long-term client relationships. The role demands a strong understanding of investment products, regulatory requirements, and cross-border wealth management practices.
Key Responsibilities Breakdown
1. Client Acquisition & Relationship Development
- Proactively identify, source, and acquire new HNWI clients, particularly from Greater China.
- Cultivate strong, long-term relationships with clients by understanding their life priorities, business interests, and wealth generation sources.
- Develop customized solutions aligned with clients’ financial goals, risk appetite, and wealth preservation strategies.