Relationship Manager (Private Banking) - RT

Role Overview:

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.

1. Advisory & Investment Solutions

• Conduct comprehensive financial and investment reviews, recommending appropriate products and services.
• Design and deliver tailored investment portfolios and wealth structuring solutions (e.g., fixed income, equities, FX, funds, alternative investments).
• Provide financing and liquidity solutions where appropriate, including margin financing or structured lending options.

1. Client Servicing & Portfolio Management

• Offer ongoing post-sales support, addressing clients’ evolving needs and service requests.
• Monitor client portfolios, proactively recommend adjustments based on market changes or client circumstances.
• Ensure high levels of service quality and responsiveness to build client trust and satisfaction.

1. Sales Performance & Business Targets

• Meet or exceed annual revenue and asset growth targets, in line with the bank’s private banking strategy.
• Collaborate with product, investment advisory, and operations teams to achieve cross-functional business goals.

1. Compliance & Risk Management

• Maintain strict adherence to regulatory requirements, including MAS and internal Fubon compliance standards.
• Ensure full compliance with AML/KYC, client suitability, and product appropriateness regulations.
• Stay current on regional regulatory changes that impact client onboarding and ongoing relationship management.

Candidate Requirements Breakdown:

1. Educational & Professional Background

• Bachelor’s degree (preferably in Finance, Business, Economics or related fields).
• Minimum 5 years of experience in private banking, priority banking, or wealth management.
• Direct experience with Greater China HNW client base is a strong advantage.

1. Regulatory & Licensing Competency

• Holder of Singapore’s Client Advisor Competency Standards (CACS), both Module 1 & 2.
• Solid understanding of MAS regulatory framework, including AML/CFT and suitability obligations.

1. Client & Market Knowledge

• Deep familiarity with Greater China markets: cultural fluency, language (Mandarin proficiency), and financial product preferences.
• Understanding of offshore and onshore wealth structures relevant to Chinese/Taiwanese clients.

1. Product & Technical Knowledge

• Broad knowledge of investment products, financial markets, and wealth management tools.
• Ability to articulate and position complex financial solutions in a clear, client-centric manner.

1. Sales & Interpersonal Skills

• Strong client-facing presence, high emotional intelligence, and relationship-building ability.
• Excellent communication and presentation skills to engage HNW clients and influence internal stakeholders.
• Strong business acumen and self-driven to meet KPIs under minimal supervision.

Interested candidates are encouraged to submit their resumes along with a cover letter outlining their relevant experience and achievements to apply79@talentvis.com or click apply now!

**We regret to inform that only shortlisted candidates would be notified**

Talentvis Singapore Pte Ltd | EA License No: 04C3537

EA Personnel Name: Reggie Tiongson | EA Personnel No: R1324767