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Private Banker/Relationship Manager (Multi Family Office)

Michael Page
Singapore, Singapore
Closing date
Dec 17, 2023

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
About Our Client
Our client is a leading wealth management firm providing tailored financial solutions to high net worth families. They are seeking a skilled Relationship Manager to join our team and cultivate strategic relationships with High Net Worth Individuals, offering them customised wealth management services and solutions.

Job Description
  • Develop and nurture relationships with High Net Worth Individuals, understanding their financial objectives, risk tolerance, and investment preferences.
  • Act as the primary point of contact for assigned clients, providing expert guidance and comprehensive wealth management solutions tailored to their unique needs.
  • Collaborate with internal teams, including investment advisors, portfolio managers, and legal/financial experts, to deliver holistic financial strategies aligned with clients' goals.
  • Conduct regular portfolio reviews and performance analysis, proactively suggesting adjustments or investment opportunities to optimize clients' portfolios.
  • Stay abreast of market trends, investment products, and regulatory changes to offer informed advice and ensure compliance with industry standards.
  • Drive business development initiatives, identifying opportunities to expand the client base and increase assets under management (AUM) through referrals and networking.

The Successful Applicant
  • Bachelor's degree in Finance, Business Administration, or a related field. Additional certifications such as CACS, CFA, or equivalent are highly desirable.
  • At least 10-15 years of experience and a proven track record in relationship management or private banking, preferably catering to HNWIs.
  • Strong understanding of investment products, wealth management strategies, and financial markets.
  • Exceptional interpersonal and communication skills, with the ability to build rapport and trust with affluent clients.
  • Analytical mindset with proficiency in financial analysis and portfolio management.
  • Entrepreneurial drive, self-motivation, and the ability to thrive in a dynamic and fast-paced environment.
  • High ethical standards, integrity, and a commitment to maintaining client confidentiality.

What's on Offer
Competitive salary, performance-based incentives, comprehensive benefits package, and opportunities for professional growth within a dynamic and client-centric environment.

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