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Senior Relationship Manager

2-4 Years
SGD 5,000 - 7,000 per month
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  • Posted 3 days ago
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Job Description

[Job ID: 1070953]

Job Summary:

An exciting opportunity to manage and grow high‑net‑worth client portfolios by delivering tailored onshore wealth and priority banking solutions.

Responsibilities:

  • Conduct in‑depth financial needs analysis and client profiling to understand investment goals and risk appetite.
  • Build and strengthen long‑term client relationships through regular portfolio reviews, market insights, and wealth advisory discussions.
  • Provide informed recommendations on local and international banking and wealth management products.
  • Partner with team managers to develop monthly action plans to achieve and exceed individual and team sales targets.
  • Support client acquisition and business growth through participation in marketing and promotional initiatives.
  • Ensure all activities comply with regulatory requirements, internal policies, and ethical standards.

Requirements:

  • Minimum 2 years of experience in relationship management within banking or financial services.
  • Strong understanding of wealth management concepts, priority banking offerings, and banking processes.
  • Knowledge or experience in offshore markets is an added advantage.
  • Excellent communication and interpersonal skills with a client‑centric advisory approach.
  • Degree from a recognised institution.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

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EA Personnel Name: Tung Chi Jun (Deng Zijun)
EA Personnel Reg. no.: R25157470
EA License no.: 07C5771

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Job ID: 149005183

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Skills:

relationship managementportfolio reviewsmarket updateswealth management productsbanking processes