Offshore Relationship Manager (Malaysia Market)

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services firm in Singapore seeks an Offshore Relationship Manager to manage priority clients from Malaysia. This role focuses on providing tailored wealth advisory, driving portfolio growth, and maintaining high service standards while ensuring compliance with regulations. Ideal candidates should have relevant banking experience and CMFAS certifications.

Qualifications

• 2-5 years of banking or wealth management experience, ideally serving affluent clients.
• Strong knowledge of wealth products and familiarity with cross-border client needs.

Responsibilities

• Acquire, grow and manage a portfolio of offshore Malaysia clients.
• Conduct financial reviews and recommend suitable banking solutions.
• Strengthen relationships through proactive engagement and personalised advisory.

Skills

Wealth product knowledge

Communication skills

Relationship building

Sales-oriented

Self-driven

Education

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

Job description

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 standards 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).
• 2-5 years 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.