HNW Relationship Manager

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 90,000 - 150,000; Full time

Benefits offered by this job

Performance-based incentives

Structured career progression

Job summary

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. seeks a Relationship Manager to engage affluent clients, conduct comprehensive financial reviews, and tailor wealth solutions across investments, insurance, and lending products.

You will drive assets growth through referrals and new client acquisition, while partnering with product specialists to deliver holistic advisory services. The role emphasizes building long-term relationships, staying abreast of market trends, and providing proactive portfolio

Qualifications

• Minimum 1 year of experience as a Relationship Manager within Premier Banking, Priority Banking, or Wealth Management.
• Experience managing affluent or high-net-worth client portfolios.
• Strong knowledge of investment, insurance, and wealth management products.

Responsibilities

• Build and manage long-term relationships with affluent and high-net-worth clients.
• Conduct in-depth financial reviews to understand clients' financial objectives, investment preferences, and risk profiles.
• Provide tailored wealth management solutions across investments, insurance, and lending products.
• Identify opportunities to grow assets under management through referrals, new client acquisition, and relationship deepening.
• Collaborate with internal product specialists to deliver holistic financial solutions.
• Keep clients informed of market trends and investment opportunities through regular engagement and portfolio reviews.

Skills

Relationship management

HNW client portfolios

Wealth products knowledge

Onshore Offshore experience

Self-motivated

Job description

Job ID: 1070953
Key Responsibilities

• Build and manage long-term relationships with affluent and high-net-worth clients.
• Conduct in-depth financial reviews to understand clients' financial objectives, investment preferences, and risk profiles.
• Provide tailored wealth management solutions across investments, insurance, and lending products.
• Identify opportunities to grow assets under management through referrals, new client acquisition, and relationship deepening.
• Collaborate with internal product specialists to deliver holistic financial solutions.
• Keep clients informed of market trends and investment opportunities through regular engagement and portfolio reviews.

Requirements

• Minimum 1 years of experience as a Relationship Manager within Premier Banking, Priority Banking, or Wealth Management.
• Experience managing affluent or high-net-worth client portfolios.
• Strong knowledge of investment, insurance, and wealth management products.
• Exposure to onshore and/or offshore client segments will be an advantage.
• Self-motivated and results-oriented with a passion for wealth advisory and client engagement.

Why Join?

• Opportunity to join a leading international banking institution.
• Established affluent client platform and strong product suite.
• Attractive remuneration and performance-based incentives.
• Structured career progression within wealth management.

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