Client Relationship Manager

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

Job summary

A leading financial services provider in Singapore is seeking skilled Senior Client Relationship Managers. This role involves managing high-value client portfolios, providing personalized financial guidance, and ensuring compliance with regulatory standards. Candidates should have a diploma or degree in a relevant field and at least 3 years of client servicing experience. A supportive culture and competitive benefits are offered.

Benefits

Competitive Starting Salary

Annual Leave

Flexible Benefits

Performance Bonus

Professional Development

Supportive Culture

Qualifications

• Minimum 3 years of experience in client servicing within banking, insurance, wealth management, or fintech.
• Familiarity with Singapore’s regulatory landscape and financial products.
• Self-motivated, proactive team player with strong relationship management skills.

Responsibilities

• Manage a portfolio of high-value clients across investment and insurance products.
• Provide proactive, personalized financial guidance aligned with client goals.
• Collaborate with advisors, underwriters, and product teams to deliver seamless service.

Skills

Exceptional communication skills

Strong interpersonal skills

Financial acumen

Creative problem solver

Education

Local diploma or Bachelor's Degree in Banking & Finance, Business, or related field

Job description

Overview

Our clients are seeking to hire 2 Senior Client Relationship Managers who thrive on building trust, financial insight, and service excellence. If you’re passionate about guiding clients through life’s financial decisions—with empathy and precision—this role is for you.

Key Responsibilities

• Manage a portfolio of high-value clients across investment and insurance products
• Provide proactive, personalized financial guidance aligned with client goals
• Collaborate with advisors, underwriters, and product teams to deliver seamless service
• Build long-term relationships through proactive engagement and advisory
• Identify cross-selling opportunities and deepen client engagement
• Ensure compliance with MAS regulations and uphold ethical standards

Job Requirements

• Local diploma, or a Bachelor's Degree in Banking & Finance, Business, or any other related field
• Minimum 3 years of experience in client servicing within banking, insurance, wealth management, or fintech
• Exceptional communication and interpersonal skills
• Strong interpersonal skills and financial acumen
• Genuine enthusiasm and interest in investment and financial concepts
• Familiarity with Singapore’s regulatory landscape and financial products
• Creative problem solver who adapts quickly and integrates new learnings into actionable plans
• Self-motivated, proactive team player with strong project and relationship management skills

Perks & Benefits

• Competitive Starting Salary – Recognising your value from day one
• Annual Leave – Generous entitlement to support work-life balance
• Flexible Benefits – Customisable package to suit your lifestyle and personal needs
• Performance Bonus – Rewarding your contributions and achievements
• Professional Development – Ongoing training and career growth opportunities
• Supportive Culture – A collaborative, inclusive environment that champions teamwork and innovation

We regret that only shortlisted candidates will be notified

Your Profile will be kept in our database for more career opportunities

We wish you all the best in your job search

EA personnel: Ong Ping Tiong

EA personnel Reg No: R25127323

EA License No: 24C2562