Offshore Relationship Manager

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

Job ID:1164503

About the Role

We are seeking an Offshore Relationship Manager to acquire and manage affluent and priority clients from the Malaysia market. You will provide tailored wealth advisory, drive portfolio growth, and deliver high service standard while ensuring adherence to the bank's regulatory and compliance frameworks.

Responsibilities

• Acquire, grow, and manage a portfolio of offshore Malaysia priority clients.
• Conduct financial reviews to identify client goals and recommend suitable wealth and banking solutions.
• Strengthen client relationships through proactive engagement, investment updates, and personalised advisory.
• Support marketing initiatives, networking activities, and presentations to drive new client acquisition.
• Achieve monthly sales, revenue, and onboarding targets through structured sales planning.
• Maintain high service standards with timely follow-ups and effective client retention.
• Ensure full compliance with internal policies, regulatory requirements, and AML/CFT procedures.

Requirements

• Tertiary education with relevant CMFAS certifications (M1, M5, M6, M6A).
• 2-5years of banking or wealth management experience, ideally serving affluent or priority clients.
• Strong knowledge of wealth products (investments, insurance, deposits) and familiarity with cross‑border client needs, especially Malaysia‑Singapore.
• Excellent communication, interpersonal, and relationship‑building skills.
• Self‑driven, sales‑oriented, and able to operate independently in a fast‑paced environment.

We regret that only shortlisted candidates will be notified. However, all applications will be updated to our resume bank for future opportunities.