A well-established bank is seeking an experienced HNW Relationship Manager / Team Lead to manage and deepen relationships with its existing portfolio of high-net-worth clients. This is a predominantly farmer-focused role, with an emphasis on client retention, portfolio growth and team leadership.
Responsibilities
Manage and deepen relationships with an established portfolio of HNW clients.
Provide tailored wealth solutions aligned with clients’ financial objectives and risk profiles.
Drive portfolio growth through cross-selling and increasing share of wallet.
Lead, coach and support a team of Relationship Managers to achieve business targets.
Ensure full compliance with KYC, AML and regulatory requirements.
Requirements
At least 8 years of relevant experience in private banking or wealth management.
Proven track record in managing and growing HNW client portfolios.
Prior team leadership experience is required.
Strong knowledge of investment and wealth management products.
Excellent relationship management, communication and stakeholder management skills.
Interested applicants may submit their updated resume via
*************
in strict confidence for consideration.
We also welcome referrals of suitable candidates within your professional network.
Ethel Tan
Consultant, Financial Services
RevUp Consulting
EA Licence No.: 22S1193
EA Registration No.: R2096281
LinkedIn: *************
In today's rapidly changing business environment, organisations need internal core capabilities that can adapt to complex and ambiguous external conditions. RevUp Consulting is founded upon the conviction that the right talents are pivotal to these capabilities.
Our founders have a combined century of experience in the industry and are dedicated to finding, attracting, and nurturing the right people for your organisation. Our teams share this commitment that the right people can Rev Up your business engines. With a vast network of C-suite personnel and mid/senior-level executives across the industries and functions we specialise in, we can partner with you to provide bespoke talent solutions to improve your internal processes, transform your operating model, strengthen governance frameworks, build/transform technology platforms, or drive top-line growth.
At RevUp Consulting, we take a personalised and consultative approach to your talent strategy. We listen carefully to your strategic objectives, organizational culture, and workforce requirements, enabling us to develop highly customised talent mapping, search and attraction, selection, and talent engagement offerings that specifically align with your goals.
As a result, we go far beyond simply providing resumes.
We even go beyond the outcomes usually pursued by a contingency search service – placement numbers – to achieve an outstanding talent retention rate such that they make a real difference to you. Whether you are a start-up, a multinational seeking to establish your presence in new territory, or a company undergoing transformation, we have the expertise to help you succeed in the specialist domains of:
1. Financial Services
2. Medical and Consumer
3. Corporate functions (HR, Finance & Accounting & Legal)
In an uncertain world, we strive to provide certainty in perhaps the most vital element of your business: the quality of the professionals who power it.