About this role
About the Role: Join a leading financial institution’s Private Banking team as a Relationship Manager. This role is ideal for candidates with Premier Banking experience looking to step into Private Banking. You will manage and grow a portfolio of high-net-worth individuals by providing tailored investment advisory and delivering outstanding client service. Key Responsibilities: Acquire, develop, and maintain relationships with high-net-worth clients and manage their wealth portfolios. Provide investment product advisory and customized solutions aligned with clients’ financial goals. Serve as a trusted advisor to clients, enhancing client loyalty and the bank’s reputation. Work collaboratively with the Private Banking team to meet business objectives. Perform additional duties as assigned by the Head of Department or management. Requirements: Bachelor’s degree or above, preferably in Business, Banking and Finance or related fields. Minimum 5 years of Premium banking RM experience or minimum 2 years of Private banking RM experience BSC Grade A or B (if applicable) Relevant certifications such as CACS, CMFAS (M9, M9A, M5, HI) preferred. Excellent interpersonal, communication, and client management skills. Ability to work independently and collaboratively within a team. Client-focused with a proactive and professional approach.
What they're looking for
Account PlanningHigh Net Worth IndividualsWealth ManagementInvestment Advisory
About Greenlane Private Ltd.
Industry: Administrative & support servicesWebsite ↗
Frequently asked questions
What does a Private Banking Relationship Manager at Greenlane Private Ltd. do?
About the Role: Join a leading financial institution’s Private Banking team as a Relationship Manager. This role is ideal for candidates with Premier Banking experience looking to step into Private Banking. You will manage and grow a portfolio of high-net-worth individuals by providing tailored inve…
What skills does this Private Banking Relationship Manager role need?
Key skills for this role include Account Planning, High Net Worth Individuals, Wealth Management, Investment Advisory.
How much does a Private Banking Relationship Manager at Greenlane Private Ltd. pay?
This role lists a salary of S$7,000 – S$9,000 per month.
Is this Private Banking Relationship Manager role remote, hybrid, or on-site?
The listing is based in Islandwide. Check the posting for remote or hybrid options.
How do I apply for this Private Banking Relationship Manager role?
You can apply directly on Greenlane Private Ltd.'s careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.
