Affluent Segment Relationship Manager (High Net Worth Banking)

PEOPLE PROFILERS (SERVICES) PTE. LTD.; Singapore; On-site; SGD 60,000 - 110,000; Full time

Job summary

PEOPLE PROFILERS (SERVICES) PTE. LTD. in Singapore is seeking a driven Relationship Manager to grow a high net-worth portfolio and provide holistic wealth and financial solutions. You will acquire new clients, deepen existing relationships, and help clients achieve their financial goals.

You will build trusted client relationships, identify needs, and recommend wealth and banking solutions while delivering personalised service and maintaining regulatory standards.

Qualifications

• Experience in wealth management or private banking is preferred.
• Strong communication and interpersonal skills.
• Ability to prospect and network to acquire new clients.
• Solid understanding of regulatory and risk policies.

Responsibilities

• Acquire and grow a portfolio of affluent clients.
• Build trusted relationships and deliver personalised financial advice.
• Identify client needs and recommend suitable wealth, investment, and banking solutions.
• Drive sales, referrals, and customer acquisition through proactive prospecting and networking.
• Keep clients informed of market trends and investment opportunities.
• Deliver exceptional customer service and ongoing relationship management.
• Organise and participate in client engagement, marketing, and business development activities.
• Collaborate with internal partners to generate referrals and business opportunities.
• Ensure full compliance with regulatory requirements, risk policies, and banking standards.

Skills

Client relationship management

Financial advisory

Prospecting & networking

Regulatory compliance

Cross-selling

Job description

About the Role

We are seeking a driven and customer-focused Relationship Manager to grow the high net-worth portfolio. You will acquire new clients, deepen existing relationships, and provide holistic wealth and financial solutions to help clients achieve their financial goals.

Key Responsibilities

• Acquire and grow a portfolio of affluent clients.


• Build trusted relationships and deliver personalised financial advice.


• Identify client needs and recommend suitable wealth, investment, and banking solutions.


• Drive sales, referrals, and customer acquisition through proactive prospecting and networking.


• Keep clients informed of market trends and investment opportunities.


• Deliver exceptional customer service and ongoing relationship management.


• Organise and participate in client engagement, marketing, and business development activities.


• Collaborate with internal partners to generate referrals and business opportunities.


• Ensure full compliance with regulatory requirements, risk policies, and banking standards.

We regret that only shortlisted candidates will be notified.