Editorial summary

The company is seeking a Private Banker (Relationship Manager) responsible for developing and maintaining client relationships in line with business objectives. The role involves conducting KYC and AML procedures, upselling financial products, and providing market insights to clients. Candidates should ensure excellent customer service and oversee investment processes, with a focus on achieving profit and growth targets. The position offers a salary of 8,500.

This summary is AI-generated and may contain inaccuracies. Please refer to the full job description below.

Job description

• Develop and strengthen client relationships with the Bank in accordance with relevant business goals.
• Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
• Up-sell and provide regular market colours and trend analysis to these customers.
• Contribute to the bottom-line of Private Banking through the accomplishment of profit and growth targets.
• Ensure superior customer service and contribute to the overall customer experience of the Bank.
• Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service evel agreements.
• Identify changes in regional market practice and regulatory requirements to develop and improve systems, frameworks and tools
• NOT NECESSARY TO ONBOARD NEW AUM

Requirements

[This job id 21941 first appeared in Job-Q.com on 27 Jul 2026]


• University graduate with minimum 3 - 5 years of relationship manager experience.
• Sound understanding of economics, best market practices and investment products in the wealth management business.
• CACS certification requirements
• Good team player with strong interpersonal and communication skills to work well with all levels of counterparts.
• Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and meet project deadlines.

Interested candidates please email resume in MS Word format to recruit@waterstone.com.sg

Please state your last drawn and expected package, relevant skill sets and the position you are applying for.

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