- Singapore
Full Time Private Banker Jobs, in Atomic Group - Ricebowl
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Job Description
Responsibilities
Private Banker / Relationship Manager
Company Overview
The client is an independent wealth management and advisory platform serving high-net-worth and ultra-high-net-worth clients. The firm provides tailored wealth solutions across investment advisory, portfolio management, asset allocation, and long-term client relationship management.
Role Overview
The client is looking for an experienced Private Banker / Relationship Manager to develop and manage relationships with HNW and UHNW clients. The successful candidate will be responsible for building a sustainable client portfolio, understanding clients’ financial objectives, and delivering bespoke wealth management solutions in partnership with internal and external product specialists.
Key Responsibilities
- Build, develop, and manage relationships with HNW / UHNW clients, family offices, entrepreneurs, and professional investors.
- Grow assets under management through new client acquisition, referrals, and deepening existing relationships.
- Understand clients’ wealth objectives, risk appetite, liquidity needs, and investment preferences.
- Provide tailored investment and wealth management solutions across public markets, funds, structured products, alternatives, credit, and other relevant asset classes.
- Work closely with investment, product, compliance, and operations teams to ensure high-quality client service and execution.
- Maintain strong knowledge of global financial markets, macro trends, and investment products.
- Ensure all client onboarding, KYC, suitability, and compliance requirements are completed accurately and in line with regulatory standards.
- Monitor client portfolios and proactively identify opportunities, risks, and portfolio adjustments.
- Represent the firm professionally in client meetings, networking events, and market-facing activities.
Requirements
- Proven experience as a Private Banker, Relationship Manager, Wealth Manager, or Investment Advisor.
- Existing network of HNW / UHNW clients, family offices, entrepreneurs, or accredited investors is highly preferred.
- Strong understanding of wealth management products, investment advisory, portfolio construction, and financial markets.
- Track record in client acquisition, AUM growth, and revenue generation.
- Excellent interpersonal, communication, and relationship-building skills.
- Commercially driven, entrepreneurial, and comfortable working in an independent / boutique platform environment.
- Strong sense of integrity, discretion, and client confidentiality.
- Relevant MAS regulatory certifications / CMFAS qualifications are preferred.
What We Offer
- Entrepreneurial and flexible wealth management platform.
- Opportunity to build and grow a client portfolio with strong support from the firm.
- Access to a broad range of investment and wealth solutions.
- Collaborative environment with a focus on long-term client relationships.
- Competitive compensation structure aligned with performance.
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