Relationship Manager, Private Banking Department

BANK OF CHINA LIMITED

Singapore, Singapore
Not specified
High-net-worth client acquisition
Portfolio penetration strategies
Wealth preservation advisory
The Bank of China Limited is seeking a Relationship Manager for its Private Banking Department in Singapore, focusing on managing and expanding a portfolio of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. The ideal candidate will possess substantial experience in wealth management, client acquisition, and a strong understanding of investment products, with a proven track record in relationship management

Job Summary

  • The role involves managing and growing a portfolio of High-Net-Worth and Ultra-High-Net-Worth clients through holistic wealth management solutions.
  • Candidates must acquire new-to-bank clients by executing strategies through personal networks, referrals, and external business channels.
  • The position requires providing expert advisory on portfolio allocation, investment opportunities, lending, and succession planning needs.

Matching Summary

Match Score: 85

The Bank of China Limited is seeking a Relationship Manager for its Private Banking Department in Singapore, focusing on managing and expanding a portfolio of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. The ideal candidate will possess substantial experience in wealth management, client acquisition, and a strong understanding of investment products, with a proven track record in relationship management.

Skills & Requirements

Must-have

  • High-Net-Worth client acquisition
  • Portfolio penetration strategies
  • Wealth preservation advisory
  • Client due diligence compliance

Nice-to-have

  • Entrepreneurial mindset with business acumen
  • Strong networking capabilities
  • Familiarity with Greater China segments

Key Requirements

  • Existing client book with AUM exceeding SGD 100 million
  • CACS certification is required
  • Bachelor's degree or equivalent qualification
  • Relevant experience in wealth management or private banking

Work Rights

Not specified

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