Associate Relationship Manager

WECRUIT PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services company in Singapore is seeking a motivated Associate Relationship Manager to support SME and high-net-worth clients. Responsibilities include managing client portfolios, identifying financial needs, and ensuring compliance. Ideal candidates will have 1–3 years of relevant experience and a background in finance or business. This role offers a competitive salary of up to $6,000/month plus incentives and opportunities for professional growth.

Benefits

Competitive salary up to $6,000/month + incentives

Learn from experienced senior RMs

Exposure to a wide range of financial products

Professional yet supportive working environment

Qualifications

• 1–3 years of experience in relationship management or client advisory roles.
• Able to manage multiple accounts and deliver timely follow-ups.
• Experience in SME or lending-related portfolios is a bonus.

Responsibilities

• Manage and develop a portfolio of SME and/or high-net-worth individual clients.
• Identify client needs and provide tailored financial solutions and services.
• Conduct onboarding, KYC, and risk assessments.
• Assist in structuring financing proposals or investment solutions with guidance from senior RMs.
• Maintain strong client relationships through regular engagement and reviews.
• Support cross-selling efforts and identify upsell opportunities.
• Ensure prompt resolution of client queries and coordinate with internal teams as needed.
• Stay updated on financial products, market trends, and compliance developments.

Skills

Client relationship management

Financial analysis

Communication skills

Problem-solving

Education

Diploma or Degree in Finance, Business, Banking

Job description

About the Role:

We’re looking for a motivated and client-focused Associate Relationship Manager to join our growing team. You’ll play a key role in supporting the financial needs of SME and individual clients, building long-term relationships while gaining hands‑on exposure in a professional and dynamic environment.

This is an excellent opportunity for candidates with early experience in finance, banking, or client-facing roles who are eager to grow their career in relationship management.

Key Responsibilities:

• Manage and develop a portfolio of SME and/or high‑net‑worth individual clients
• Identify client needs and provide tailored financial solutions and services
• Conduct onboarding, KYC, and risk assessments in compliance with internal and regulatory requirements
• Assist in structuring financing proposals or investment solutions with guidance from senior RMs
• Maintain strong client relationships through regular engagement and reviews
• Support cross‑selling efforts and identify upsell opportunities
• Ensure prompt resolution of client queries and coordinate with internal teams as needed
• Stay updated on financial products, market trends, and compliance developments

Requirements:

• Diploma or Degree in Finance, Business, Banking, or related field
• 1–3 years of experience in relationship management, banking, or client advisory roles
• Able to manage multiple accounts and deliver timely follow‑ups
• Experience in SME or lending‑related portfolios is a bonus

Why Join Us?

• Competitive salary up to $6,000/month + incentives
• Learn and grow alongside experienced senior RMs
• Exposure to a wide range of financial products and SME portfolios
• Professional yet supportive working environment

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EA Personnel: Tan Soon Hock (Steven) | Registration No. R1109889