Client Relationship Manager

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

Job summary

A financial services company in Singapore is seeking a skilled Client Relationship Manager to build and maintain client relationships. This role involves providing strategic financial guidance and ensuring a superior client experience. The ideal candidate should possess strong interpersonal, planning, and problem-solving skills to help clients achieve their financial goals. The position offers a full-time contract located in Central Singapore.

Qualifications

• Skilled in relationship management and client services.
• Ability to provide strategic financial guidance.
• Experience in wealth management and client retention.

Responsibilities

• Serve as the primary relationship contact for clients.
• Understand client’s financial situation and goals.
• Lead regular client check-ins and planning meetings.
• Coordinate with specialists and partners for comprehensive planning.
• Oversee client onboarding and service requests.
• Monitor portfolios and collaborate with investment teams.
• Identify opportunities to enhance client engagement.
• Ensure compliance and operational standards in documentation.

Skills

Interpersonal skills

Planning

Problem-solving

Job description

Job Title: Client Relationship Manager

Location: Central

Job Scope: Client Services / Wealth Management
Type: Full-time

Position Overview:

We are looking for a skilled and service-oriented Client Relationship Manager to join our team. In this role, you will be responsible for building, maintaining, and strengthening long-term relationships with clients, providing strategic financial guidance, and delivering a superior client experience.

This is a key client-facing role requiring strong interpersonal, planning, and problem-solving skills, with a focus on helping individuals and families achieve their financial goals.

Key Responsibilities:

• Serve as the primary relationship contact for a portfolio of clients, ensuring a consistent and personalized service experience.
• Understand each client’s financial situation, goals, and priorities to deliver tailored recommendations and solutions.
• Lead regular check‑ins and planning meetings to update clients on performance, strategy, and potential adjustments.
• Coordinate with internal specialists and external partners (e.g., tax, legal, insurance) to support comprehensive planning.
• Oversee client onboarding, account maintenance, and service requests with accuracy and attention to detail.
• Monitor client portfolios and collaborate with investment or planning teams to ensure alignment with client objectives.
• Identify opportunities to enhance client engagement and introduce relevant services or strategies.
• Ensure documentation and records meet compliance and operational standards.