Senior Relationship Manager – Private Wealth

2 days ago

Manila, National Capital Region, Philippines Viventis Search Asia Full time

Relationship Manager – Private Wealth (Singapore Relocation Opportunity)

We are seeking
experienced and client-driven Relationship Managers
specializing in
Private Wealth Management
to join one of the
premier universal banks and leading financial institutions in the Philippines
. This is an exciting opportunity for banking professionals who are ready to
expand their careers in Singapore
, one of Asia's most dynamic financial hubs.

In this role, you will be responsible for
developing and deepening relationships with high-net-worth (HNW) and affluent clients
, managing their investment portfolios, and delivering
tailored wealth management solutions
that align with their financial goals.

About the Role

  • Build and manage long-term relationships with HNW and affluent clients.
  • Provide holistic financial advice and recommend suitable investment, credit, and insurance solutions.
  • Identify new business opportunities and cross-sell a comprehensive suite of financial products and services.
  • Conduct periodic portfolio reviews to ensure alignment with clients' evolving needs and objectives.
  • Collaborate with product and investment teams to deliver integrated and customized financial solutions.
  • Stay updated on market trends, global economic movements, and wealth management regulations.

What's in It for You

  • Opportunity to
    relocate and build your career in Singapore
    , one of the world's top financial centers.
  • Exposure to an
    international wealth management environment
    and diverse client base.
  • Access to
    mentorship and structured training
    from industry leaders in private banking and investments.
  • Competitive compensation package and performance-based incentives.
  • Work with a
    reputable and fast-growing financial institution
    with strong regional presence and commitment to excellence.

What We're Looking For

  • Minimum of
    3 years of experience
    as a Relationship Manager in
    Private Wealth
  • Proven track record in
    client acquisition, portfolio management, and cross-selling
    financial solutions.
  • At least
    4 - 5
    years of experience in relationship management of
    investment
    ,
    fixed income
    ,
    equities
    and
    account solicitation.
  • Established network of Filipino clients
    within the affluent or HNW segment (required).
  • Excellent interpersonal, communication, and relationship-building skills.
  • Bachelor's degree in business management, Finance, Economics, or a related field.
  • Willingness to
    relocate and build a long-term career in Singapore
    .

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