Client Relationship Manager (HNW/Wealth Management/Family Office) - Up to $12000

Search Personnel Pte Ltd; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading company in private wealth management is seeking a Client Relationship Manager to drive client engagement and maintain compliance with regulatory requirements. This role requires a Bachelor’s degree and at least 10 years of experience in sales or relationship management, ideally in banking or insurance. The successful candidate will help build and manage strong client relationships, ensuring quality service and achieving revenue targets while following compliance policies.

Benefits

Medical Benefits

Variable Bonus

18-25 days annual leave

Qualifications

• Minimum 10-15 years of sales or relationship management experience preferred in insurance or banking.
• Valid MAS licence required, to be obtained upon employment commencement.
• Proficiency in Cantonese is a plus.

Responsibilities

• Engage consistently with clients to develop referral relationships.
• Provide professional advice on liquidity planning and insurance needs.
• Achieve annual revenue targets.

Skills

Bilingual in English and Mandarin

Relationship Management

Sales Experience

Education

Bachelor’s degree or above in Finance or related discipline

Job description

• Position : Client Relationship Manager (HNW/Wealth Management/Family Office) - Up to $12,000 + Commission

• Location : CBD – Robinson Road (Nearest MRT: Shenton Way & Tanjong Pagar)

• Working hours : Monday to Friday | 9am to 5.45pm (with 2 days WFH Per Month)

• Salary (commensurate with experience) : Up to $12,000 + Commission +Variable Bonus + 18-25 days annual leaves + Medical Benefits

• Duration : Permanent

• Industry : Family Office - Private wealth management

Main Responsibilities:

• Maintain consistent engagement with clients and partners in developing robust and sustainable referral relationships

• Build up ongoing development of new client relationships to ensure a balanced referral source portfolio

• Provide professional and quality advice to clients on their liquidity planning and insurance needs

• Achieve annual target of net revenue or an amount agreed upon during the annual review

• Fulfill full compliance to our internal compliance policies as well as applicable regulatory requirements

• Submit new business documents timely and accurately

• Provide quality ongoing service to existing policyholders by conducting annual policy reviews in a timely manner

Requirements:

• Bachelor’s degree or above from Finance or related discipline

• Valid MAS licence required. Candidates who are not currently licensed will need to obtain a MAS licence upon commencement of employment

• Minimum 10-15 years’ working experience in sales and/or relationship management experience preferably in the insurance or banking industry

• Bilingual in English and Mandarin to liaise with associates who can only speak mandarin.

• Proficiency in Cantonese a plus

Email to:[e-mail]

Do visit www.facebook.com/search.personnel for more job listings.

***We do not charge our candidates any referral fee nor bind them with any contract.***

Chloe Ong

Associate Consulting Director (APAC)

Reg no.: R22105510

EA No: 13C6684

Thank you for your interest in this position. Our shortlisting period is 3 working days. Only shortlisted candidates will be contacted for further consideration.

If you do not receive communication from us within this timeframe, it's likely that your application has not been shortlisted by our client. In such cases, we recommend that you continue your job search to maximize your opportunities. We wish you all the best and should we have any suitable roles that match your experiences/ qualifications/ preferences, we will reach out to you.