Client Relationship Manager Wealth

white society pte. ltd.; Singapore; Hybrid; SGD 60,000 - 100,000; Full time

Benefits offered by this job

Structured Training & Mentorship

Performance-Based Remuneration

Flexible Working: Hybrid work

Job summary

white society pte. ltd. is seeking a Client Relationship Manager in Singapore to build enduring client relationships as their primary financial contact, delivering tailored advice and ongoing planning.

The role focuses on client engagement, holistic financial planning across protection, investments and retirement, and regular reviews to ensure plans stay aligned with life goals. A client-first mindset and strong communication are essential for success in a professional advisory environment.

Qualifications

• Diploma or Degree required.
• Strong interpersonal and communication skills.
• A client-first mindset with a genuine desire to help clients achieve financial goals.
• Self-motivated, disciplined and driven in a professional advisory role.
• Experience in banking, insurance or wealth management is a plus for experienced candidates.

Responsibilities

• Client Engagement & Acquisition: Build and grow a sustainable client base, managing a portfolio of relationships.
• Holistic Financial Planning: Conduct in-depth reviews to understand goals, risk tolerance and finances; develop bespoke plans for protection, investment and retirement.
• Ongoing Service & Review: Engage regularly with clients, provide updates, conduct performance reviews and keep plans on track.

Skills

Interpersonal skills

Client-focused

Communication skills

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.