Location: Singapore
Employment Type: Permanent, Full-Time
Industry: Private Banking / Wealth Management
Market Coverage: Greater China
Role OverviewOur client, an established private banking and wealth management platform, is seeking an experienced Private Banker to grow and manage its Greater China HNW/UHNW client portfolio .
The successful candidate will be responsible for acquiring new client relationships, growing Assets Under Management (AUM), and providing holistic wealth management solutions across investments, financing, and broader private banking services.
Key Responsibilities- Acquire and develop HNW/UHNW client relationships across the Greater China market.
- Grow AUM, Net New Money (NNM), revenue, and overall client wallet share through new client acquisition and relationship deepening.
- Build trusted, long-term relationships by developing a strong understanding of clients’ wealth objectives, businesses, risk profiles, and investment needs.
- Provide holistic private banking and wealth management solutions across investments, discretionary/advisory mandates, structured products, financing, liquidity, and wealth planning .
- Partner closely with Investment Advisors, Product Specialists, Credit, Wealth Planning, and other internal stakeholders to deliver tailored client solutions.
- Provide clients with timely market insights, portfolio reviews, investment ideas, and appropriate rebalancing recommendations.
- Develop and maintain a strong prospect and referral network within the Greater China HNW/UHNW community.
- Manage the full client lifecycle, including prospecting, onboarding, relationship management, and ongoing account reviews.
- Ensure all client activities comply with KYC, AML, suitability, risk management, and regulatory requirements .
- Maintain high standards of client service, documentation, conduct, and internal controls.
- Bachelor’s degree in Finance, Business, Economics, or a related discipline .
- Proven experience as a Private Banker / Relationship Manager within private banking or wealth management.
- Strong track record covering the Greater China market , with an established network of HNW/UHNW clients and referral sources.
- Demonstrated ability to acquire clients and generate AUM, NNM, and revenue .
- Strong knowledge of private banking products, financial markets, investment solutions, and credit/financing solutions.
- Good understanding of Singapore private banking regulatory, compliance, KYC, and AML requirements .
- Relevant regulatory qualifications such as CACS / CMFAS would be advantageous.
- Strong relationship-building, business development, negotiation, and communication skills.
- Mandarin proficiency is highly advantageous for managing Mandarin-speaking clients across the Greater China market.
- Entrepreneurial, commercially driven, and comfortable operating in a performance-oriented environment.
The ideal candidate is an established Greater China Private Banker with a portable client network, strong acquisition capabilities, and a consistent track record of growing AUM and revenue , who is looking to build and deepen a long-term franchise within a strong private banking platform.