Malaysia Offshore Wealth Advisor for Priority Clients

Good Job Creations (Singapore) Pte Ltd; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services company in Singapore is seeking an Offshore Relationship Manager to manage affluent clients from the Malaysian market. The role involves providing tailored wealth advisory services and driving portfolio growth while ensuring compliance with regulatory standards. Candidates should have 2-5 years of relevant banking experience and possess CMFAS certifications. Strong communication and relationship-building skills are essential.

Qualifications

• 2-5 years of banking or wealth management experience, ideally with affluent clients.
• Strong knowledge of wealth products: investments, insurance, deposits.
• Familiarity with cross-border client needs between Malaysia and Singapore.

Responsibilities

• Acquire and manage a portfolio of offshore Malaysia priority clients.
• Conduct financial reviews to recommend suitable wealth solutions.
• Engage proactively with clients and provide personalized advisory.

Skills

Excellent communication skills

Interpersonal skills

Relationship-building skills

Sales-oriented

Self-driven

Education

Tertiary education with CMFAS certifications (M1, M5, M6, M6A)

Job description

A financial services company in Singapore is seeking an Offshore Relationship Manager to manage affluent clients from the Malaysian market. The role involves providing tailored wealth advisory services and driving portfolio growth while ensuring compliance with regulatory standards. Candidates should have 2-5 years of relevant banking experience and possess CMFAS certifications. Strong communication and relationship-building skills are essential.