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HNW Relationship Manager / Team Lead

HNW Relationship Manager / Team Lead

revup consulting pte. ltd.
5-8 Years
SGD 8,000 - 12,000 per month
  • Posted an hour ago
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Job Description

HNW Relationship Manager / Team Lead

A well-established bank is seeking an experienced HNW Relationship Manager / Team Lead to manage and deepen relationships with its existing portfolio of high-net-worth clients. This is a predominantly farmer-focused role, with an emphasis on client retention, portfolio growth and team leadership.

Responsibilities

  • Manage and deepen relationships with an established portfolio of HNW clients.
  • Provide tailored wealth solutions aligned with clients financial objectives and risk profiles.
  • Drive portfolio growth through cross-selling and increasing share of wallet.
  • Lead, coach and support a team of Relationship Managers to achieve business targets.
  • Ensure full compliance with KYC, AML and regulatory requirements.

Requirements

  • At least 8 years of relevant experience in private banking or wealth management.
  • Proven track record in managing and growing HNW client portfolios.
  • Prior team leadership experience is required.
  • Strong knowledge of investment and wealth management products.
  • Excellent relationship management, communication and stakeholder management skills.

Interested applicants may submit their updated resume via [Confidential Information] in strict confidence for consideration.

We also welcome referrals of suitable candidates within your professional network.

Ethel Tan

Consultant, Financial Services

RevUp Consulting

EA Licence No.: 22S1193

EA Registration No.: R2096281

LinkedIn: www.linkedin.com/in/etheltansk

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