Relationship Manager | Private Banking
Relationship Manager | Private Banking

Relationship Manager | Private Banking

City of London Full-Time 36000 - 60000 £ / year (est.) No home office possible
Go Premium
D

At a Glance

  • Tasks: Manage and grow a portfolio of high-net-worth clients with tailored wealth management solutions.
  • Company: Reputable international bank with a strong Private Banking franchise.
  • Benefits: Competitive salary, professional development, and a dynamic work environment.
  • Why this job: Join a prestigious bank and make a real impact on clients' financial futures.
  • Qualifications: 3-5 years in Private Banking, strong relationship-building skills, and relevant certifications.
  • Other info: Opportunity for career growth in a collaborative and ethical environment.

The predicted salary is between 36000 - 60000 £ per year.

Our client is a reputable international bank with a strong Private Banking franchise globally. They are seeking an experienced Relationship Manager (RM) to join their Private Banking division in Singapore.

You will be responsible for managing and expanding a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering tailored wealth management solutions and maintaining long-term, trusted relationships.

Job Responsibilities:

  • Manage and grow a portfolio of HNW/UHNW clients, providing holistic wealth management and investment advisory services.
  • Identify and acquire new clients through referrals, professional networks, and business development efforts.
  • Partner with internal specialists (Investment Advisory, Wealth Planning, Credit) to deliver comprehensive financial solutions across asset classes.
  • Conduct portfolio reviews and provide market insights, ensuring clients’ portfolios align with their investment goals and risk appetite.
  • Ensure compliance with all regulatory, KYC, and AML requirements while maintaining high ethical standards.
  • Maintain strong internal collaboration with product teams to enhance client experience and portfolio performance.

Job Requirements:

  • Bachelor’s degree in Finance, Business, Economics, or related field.
  • Minimum 3-5 years of experience in Private Banking / Wealth Management, with a proven record in client acquisition and portfolio management.
  • In-depth knowledge of investment, credit, and wealth planning solutions.
  • Excellent relationship-building and interpersonal skills.
  • Strong communication skills in English; proficiency in Mandarin or other Asian languages is advantageous for regional client coverage.
  • Relevant CMFAS certifications (e.g., M1, M5, M6, M8, M9, HI) preferred.

We regret to inform you that only shortlisted candidates will be notified.

www.dadaconsultants.com

Licence Number: 18S9037

EA Registration Number: R23112003

#J-18808-Ljbffr

Relationship Manager | Private Banking employer: Dada Consultants

As a leading international bank with a robust Private Banking division in Singapore, we pride ourselves on fostering a dynamic work culture that prioritises employee growth and development. Our commitment to providing tailored wealth management solutions for high-net-worth clients is matched by our dedication to nurturing our employees through comprehensive training programmes and collaborative teamwork, ensuring a rewarding career path in a vibrant financial hub.
D

Contact Detail:

Dada Consultants Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Relationship Manager | Private Banking

✨Network Like a Pro

Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Remember, personal connections can lead to job opportunities that aren’t even advertised!

✨Showcase Your Expertise

When you get the chance to meet potential employers or clients, make sure to highlight your experience in managing HNW/UHNW portfolios. Share success stories and demonstrate how you’ve delivered tailored wealth management solutions in the past. This will help you stand out as a knowledgeable candidate.

✨Follow Up After Meetings

After any meeting or networking event, send a quick follow-up email thanking them for their time. This keeps you fresh in their minds and shows your professionalism. Plus, it’s a great opportunity to reiterate your interest in working with them or their firm.

✨Apply Through Our Website

Don’t forget to check out our website for job openings! Applying directly through our platform not only streamlines the process but also shows your genuine interest in joining our team. We’re always on the lookout for talented individuals like you!

We think you need these skills to ace Relationship Manager | Private Banking

Wealth Management
Client Acquisition
Portfolio Management
Investment Advisory
Financial Solutions
Regulatory Compliance
KYC
AML
Relationship Building
Interpersonal Skills
Communication Skills
Market Insights
Collaboration
CMFAS Certifications

Some tips for your application 🫡

Tailor Your CV: Make sure your CV speaks directly to the role of Relationship Manager in Private Banking. Highlight your experience with HNW and UHNW clients, and don’t forget to showcase your skills in wealth management and investment advisory.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for this role. Mention specific achievements in client acquisition and portfolio management that align with what we’re looking for.

Showcase Your Soft Skills: We value strong relationship-building and communication skills. In your application, give examples of how you've successfully built trust with clients and collaborated with teams to deliver exceptional service.

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!

How to prepare for a job interview at Dada Consultants

✨Know Your Clients

Before the interview, research the bank's existing HNW and UHNW client base. Understand their needs and preferences, and think about how you can tailor your approach to meet those specific requirements. This will show that you're proactive and ready to hit the ground running.

✨Showcase Your Expertise

Be prepared to discuss your previous experience in Private Banking or Wealth Management. Highlight specific examples of how you've successfully managed portfolios and acquired new clients. Use metrics where possible to demonstrate your impact, as numbers speak volumes.

✨Collaborative Mindset

Since the role involves partnering with internal specialists, be ready to discuss how you’ve worked collaboratively in the past. Share examples of how you’ve engaged with investment advisors or wealth planners to deliver comprehensive solutions for clients.

✨Stay Compliant and Ethical

Familiarise yourself with KYC and AML regulations relevant to the banking sector. Be prepared to discuss how you ensure compliance while maintaining high ethical standards in your client interactions. This will reassure them that you take these responsibilities seriously.

Relationship Manager | Private Banking
Dada Consultants
Location: City of London
Go Premium

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

>