Not specified (assume hybrid based on industry norms).
8 years private banking experience
Client onboarding and kyc procedures
Wealth management level 3 certificate
KLAY CAPITAL PTE. LTD. is seeking a Relationship Manager in Singapore to advise clients on financial products and investments while ensuring compliance with regulatory standards. The ideal candidate will possess significant experience in private banking, strong relationship management skills, and relevant financial certifications
Job Summary
The role is responsible for delivering business Assets under Management and revenue expectations by advising professional clients on financial products.
Candidates must ensure transparent treatment of customers while maintaining the highest level of service standards and compliance with all applicable laws.
The position requires a minimum of 8 years of relevant experience within a Private Bank or 10 years in a Top Tier retail bank segment.
Matching Summary
Match Score: 85
KLAY CAPITAL PTE. LTD. is seeking a Relationship Manager in Singapore to advise clients on financial products and investments while ensuring compliance with regulatory standards. The ideal candidate will possess significant experience in private banking, strong relationship management skills, and relevant financial certifications.
Skills & Requirements
Must-have
8 years private banking experience
Client onboarding and KYC procedures
Wealth Management Level 3 certificate
Compliance with laws and regulations
Consultative sales and advisory skills
Nice-to-have
Experience in DIFC, MAS, FCA jurisdictions
MBA or CFA/CFP certifications
Strong analytical and problem-solving approach
Process driven with attention to detail
Key Requirements
Bachelor's/Masters degree required
Level 3 Wealth Management certificate from CISI
Minimum 8 years private banking experience
Working knowledge of KYC and due diligence
Experience in regulatory jurisdictions like MAS or FCA preferred