Private Banking Relationship Manager

    SingaporePermanentS$10-14k pm
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    1 week ago
    JN -052025-1981156

    Private Banking Relationship Manager

    Singapore Permanent S$10-14k pm

    About the job

    We are partnering a prestigious bank in their search for ambitious & driven relationship managers to join their team. This is a good opportunity for individuals keen on the private wealth space.

    Roles and Responsibilities

    • Engage and prospect new to bank HNW & UHNW clients.
    • Understand the financial needs of clients and provide them holistic wealth management recommendations & solutions such as leverage products, structured products and investment products to help them protect & grow their wealth.
    • Consistently update clients on the latest market trends and information regarding their portfolio.
    • Regularly engage customers with information relating to the financial products that they have purchased and present new and suitable opportunities to customers
    • Work closely with internal stakeholders (product specialist etc) to curate personalised solutions for clients.
    • Uphold the bank's customer service standards and comply with all compliance and regulation standards.

    Skill and Requirements

    • Minimum Degree required
    • Minimum 8 years of wealth management experience
    • Great communication & interpersonal skills
    • Self-motivated and driven individuals with strong sales track record
    • Good understanding of cross border regulations
    • Possess strong knowledge of financial products
    • Good understanding of financial markets & investment instruments

    Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

    Morgan Mckinley Pte Ltd

    Claudia Wong

    EA Licence No: 11C5502

    EAP Registration No: R2199597