Client Relationship Manager – Wealth

WHITE SOCIETY PTE. LTD.; Singapore; Hybrid; SGD 55,000 - 90,000; Full time

Benefits offered by this job

Structured onboarding

Mentorship

Hybrid work

Job summary

WHITE SOCIETY PTE. LTD. is seeking a Client Relationship Manager to build enduring relationships with clients, acting as their primary financial contact and delivering personalized planning across protection, investment, and retirement.

The role emphasizes long-term partnership and people-focused advisory. You will engage in client acquisition and ongoing reviews, operate in a hybrid setup with structured onboarding and uncapped commissions, and join a firm that prioritizes reliable guidance and

Qualifications

• Strong interpersonal and communication skills required.
• Client-first mindset with genuine desire to help clients achieve financial goals.
• Self-motivation and discipline for a professional advisory role.

Responsibilities

• Acquire and manage a sustainable client base and drive growth.
• Conduct holistic financial planning and develop bespoke plans for protection, investment, and retirement.
• Provide ongoing service, reviews, and updates to keep plans on track.

Skills

Strong interpersonal skills

Excellent communication

Client-first mindset

Self-motivated

Education

Diploma or Degree

Job description

About the Role

As a Client Relationship Manager, your primary mission is to build enduring, trust-based relationships with your clients. You will act as their primary financial contact, delivering personalized advice and solutions that evolve with their life stages. This role is ideal for relationship-driven individuals who see financial planning not as a transaction, but as a long-term partnership.

Key Responsibilities

• Client Engagement & Acquisition: Acquire and build a sustainable client base, managing a portfolio of relationships and driving growth.
• Holistic Financial Planning: Conduct in-depth financial reviews to understand client goals, risk tolerance, and financial situation. Develop and implement bespoke financial plans for protection, investment, and retirement.
• Ongoing Service & Review: Proactively engage with clients on a regular basis, providing updates, conducting performance reviews, and ensuring their plans remain on track.

Who We're Looking For

• A recognized Diploma or Degree.
• Strong interpersonal and communication skills.
• A client-first mindset with a genuine desire to help people achieve their financial goals.
• Self-motivated, disciplined, and driven to succeed in a professional advisory role.
• For experienced candidates, a proven track record in a client-facing role within banking, insurance, or wealth management is an advantage.

What We Offer

• Structured Training & Mentorship: Comprehensive onboarding and continuous coaching to help you succeed.
• Performance-Based Remuneration: A competitive package with a base allowance and uncapped commissions.
• Flexible Working: Hybrid work arrangements to support your work-life balance.