HNW Banking Relationship Manager

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 60,000 - 85,000; Full time

Job summary

A leading financial services firm in Singapore is seeking an experienced relationship manager to provide tailored financial advice and promote wealth management solutions to offshore clients. The ideal candidate has a minimum of 3 years of experience in the banking sector and a strong understanding of financial planning and investment advisory. This role involves fostering long-term client relationships and achieving sales performance targets.

Qualifications

• Minimum 3 years of experience in relationship management within the banking and financial services industry.
• Strong understanding of wealth management, financial planning, and investment advisory.
• Experience in managing offshore clients or cross-border markets will be an advantage.

Responsibilities

• Conduct professional and consultative financial analysis sessions with clients to understand their financial needs and objectives.
• Foster and strengthen long-term client relationships by providing regular market updates, product insights, and tailored financial advice.
• Promote a full suite of wealth management solutions to offshore clients.
• Deliver consistent sales performance and contribute to the growth of Premier Banking through excellent relationship management.

Skills

Relationship management

Financial planning

Investment advisory

Job description

Job ID: 1070953

Responsibilities

• Conduct professional and consultative financial analysis sessions with clients to understand their financial needs and objectives.
• Foster and strengthen long-term client relationships by providing regular market updates, product insights, and tailored financial advice.
• Promote a full suite of wealth management solutions, including investments, bancassurance, loans, and structured products, to offshore clients.
• Deliver consistent sales performance and contribute to the growth of Premier Banking through excellent relationship management.

Requirements

• Minimum 3 years of experience in relationship management within the banking and financial services industry.
• Strong understanding of wealth management, financial planning, and investment advisory.
• Experience in managing offshore clients or cross-border markets will be an advantage.

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EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771