Elite Private Client Relationship Manager

Ambition; Singapore; On-site; SGD 80,000 - 160,000; Full time

Job summary

Ambition is recruiting a Relationship Manager for its client, a leading international bank, to expand the Premier Banking - Private Client segment in Singapore. The role focuses on acquiring affluent clients and delivering professional financial analysis and advisory services.

Key duties include relationship management, upselling, cross-selling, and providing market insights while maintaining exceptional client service standards.

Qualifications

• 5+ years of wealth management sales experience in banking/financial services.
• Recognized university degree in finance or related field.
• Knowledge of investment products including unit trusts, bancassurance, treasury.

Responsibilities

• Acquire and prospect new Premier Banking - Private Client customers (onshore & offshore) with AUM S$1.5M+.
• Develop and strengthen relationships with the Bank to meet business goals.
• Contribute to profit and growth targets for Premier Private Client.
• Manage relationships with new and existing affluent customers via consultative financial analysis.
• Up-sell, cross-sell and provide market updates and trend analysis to clients.
• Ensure superior customer service and enhance overall client experience.

Skills

Wealth management

Sales excellence

Tele-consulting

Relationship building

Education

Bachelor's degree

Job description

Ambition is recruiting a Relationship Manager for its client, a leading international bank, to expand the Premier Banking - Private Client segment in Singapore. The role focuses on acquiring affluent clients and delivering professional financial analysis and advisory services.

Key duties include relationship management, upselling, cross-selling, and providing market insights while maintaining exceptional client service standards.