Associate Director, Relationship Manager (Private Banking)

Role Overview

The Bank of East Asia is hiring an Associate Director, Relationship Manager for its private banking team in Singapore. The role focuses on serving high-value clients, expanding the wealth management business, and delivering tailored advisory support across investment and financial planning needs.

Key Responsibilities

• Evaluate client goals, risk tolerance, and financial preferences to recommend appropriate investment options.
• Build and deepen relationships with key clients to help grow the bank’s wealth management business.
• Carry out KYC and AML checks carefully, ensuring all required records and forms are completed correctly.
• Provide a high standard of client service to improve satisfaction and the overall banking experience.
• Bring in new clients and support revenue growth by increasing assets under management.
• Follow all applicable laws, regulations, and internal compliance standards related to wealth management.
• Oversee client portfolios and give advisory support to high net worth and ultra high net worth clients.
• Work closely with colleagues and other stakeholders in a dynamic, client-focused setting.
• Communicate fluently and professionally in English with both clients and internal teams.

Requirements

• A bachelor’s degree in Finance, Business Administration, Economics, or a closely related field.
• At least 8 years of experience in private banking, wealth management, priority banking, or financial advisory.
• Demonstrated background in handling high net worth or ultra high net worth clients within a financial institution.
• Hands-on experience in client acquisition, relationship development, and portfolio advisory.
• Exposure to international or cross-border client segments is preferred.
• Working knowledge of wealth and investment products such as managed investments, foreign exchange, securities, derivatives, structured products, insurance, and financial planning solutions.
• Ability to balance strong compliance practices with effective advisory service.
• Relevant certifications such as CMFAS and/or CACS Papers 1 and 2.
• Good understanding of the background and needs of mainland China HNW/UHNW clients.
• Strong collaboration, interpersonal, and communication skills.
• Proficiency in Cantonese and/or Mandarin to engage effectively with Cantonese-speaking clients and stakeholders.

Additional Information

This position is based in Singapore and is a full-time, on-site role. The source did not state salary, benefits, application deadline, start date, or the number of vacancies.