About this role
To act as the primary point of contact for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. The role requires growing Assets Under Management (AUM), generating investment revenue, and providing tailored wealth strategies. Wealth Advisory & Portfolio Management: Assess the complex financial situations of multi-generational clients. Formulate bespoke asset allocation, investment strategies, and structured lending solutions aligned with their risk profile. Coordinate with internal product specialists to pitch holistic solutions. These include trust setups, estate planning, tax optimization, and family office solutions. Risk & Regulatory Compliance: Enforce strict adherence to Anti-Money Laundering (AML) and Know-Your-Customer (KYC) frameworks. Perform ongoing reviews of collateral limits and client portfolios to mitigate credit and reputational risk. Job Requirements Degree or Diploma in Finance, Economics, or Business. Minimum 1 year of private banking experience, typically with a portable book of clients to migrate over.
What they're looking for
Wealth ManagementStrategic PlanningInvestment AdvisoryBusiness Stakeholder Management
About Smart Forte Consulting Llp
Industry: Administrative & support servicesWebsite ↗
Frequently asked questions
What does a Relationship Manager (Private Banking) at Smart Forte Consulting Llp do?
To act as the primary point of contact for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. The role requires growing Assets Under Management (AUM), generating investment revenue, and providing tailored wealth strategies. Wealth Advisory & Portfolio Management: Assess the complex financ…
What skills does this Relationship Manager (Private Banking) role need?
Key skills for this role include Wealth Management, Strategic Planning, Investment Advisory, Business Stakeholder Management.
How much does a Relationship Manager (Private Banking) at Smart Forte Consulting Llp pay?
This role lists a salary of S$18,000 – S$24,000 per month.
Is this Relationship Manager (Private Banking) 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 Relationship Manager (Private Banking) role?
You can apply directly on Smart Forte Consulting Llp's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.