Premier Banking Relationship Manager

JOB ID:1164503

Key Responsibilities

Manage and grow a portfolio of  High-Net-Worth (HNW) clients, providing personalised wealth management and financial advisory solutions.

Acquire new clients through  referrals, networking, prospecting and business development activities.

Build long-term relationships with existing clients and identify opportunities to grow  AUM and revenue.

Provide tailored investment solutions across  unit trusts, equities, bonds, FX, structured products, insurance and lending.

Conduct regular portfolio reviews and provide proactive advice based on clients' financial goals, market conditions and risk profiles.

Work closely with product specialists, investment advisors and credit teams to deliver holistic wealth management solutions.

Ensure all client activities and recommendations comply with relevant regulatory and internal policies.

Keep abreast of financial markets, investment trends and wealth management solutions to enhance client engagement.

Key Requirements

Bachelor's degree in  Business, Finance, Economics or a related discipline.

2-4 years of relevant experience  in Priority Banking, Premier Banking, Wealth Management or Retail Banking.

Proven track record in  client acquisition, AUM growth and revenue generation.

Strong knowledge of  investment, insurance and lending products.

Excellent relationship management, communication and business development skills.

Strong understanding of financial markets, investment products and wealth planning.

Existing  HNW client relationships or a transferable client network  will be highly advantageous.

Experience managing  international or offshore clients  will be an added advantage.

We regret that only shortlisted candidates will be notified. However, all applications will be retained in our resume bank for future opportunities. Your application will be processed in line with our company’s Privacy Policy.

EA Personnel Name:  Gabriel Tan

EA Personnel Reg. No.:  R22104076

EA Licence No.:  07C5771