Client Relationship Manager – Wealth

WHITE SOCIETY PTE. LTD.; Singapore; Hybrid; SGD 52,000 - 98,000; Full time

Benefits offered by this job

Structured training

Competitive commissions

Hybrid work

Job summary

WHITE SOCIETY PTE. LTD. in Singapore seeks a Client Relationship Manager to build enduring, trust-based relationships with clients.

You will serve as their primary financial contact, delivering personalized advice across protection, investments and retirement as clients progress through life stages. The role emphasizes a client-first approach, strong communication, and a disciplined, self-motivated mindset; prior wealth-management experience is a plus.

Qualifications

• Diploma or degree required.
• Strong interpersonal and communication skills.
• Client-first mindset with a genuine desire to help clients achieve their financial goals.
• Self-motivated, disciplined and driven in a professional advisory role.
• Experience in client-facing roles within banking, insurance or wealth management is a plus.

Responsibilities

• Client Engagement & Acquisition: Acquire and build a sustainable client base, managing relationships and driving growth.
• Holistic Financial Planning: Conduct reviews to understand client goals, risk tolerance and financial situation; develop plans for protection, investments and retirement.
• Ongoing Service & Review: Proactively engage with clients, provide updates, conduct performance reviews and keep plans on track.

Skills

Interpersonal skills

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.