Premier Banking Client Relationship Manager

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

Job summary

A leading financial services firm in Singapore is seeking an experienced professional to manage client relationships and deliver tailored financial advice. The ideal candidate will have at least 3 years of experience in banking and financial services, with strong skills in wealth management and financial analysis. Responsibilities include conducting consultative financial sessions and promoting various financial solutions. This role offers opportunities for growth in the Premier Banking sector.

Qualifications

• Minimum 3 years of experience in relationship management within the banking and financial services industry.
• Strong understanding of wealth management and financial planning.
• Experience managing offshore clients or cross-border markets is a plus.

Responsibilities

• Conduct financial analysis sessions with clients to understand their needs.
• Foster long-term client relationships with market updates and tailored advice.
• Promote a suite of wealth management solutions to offshore clients.

Skills

Relationship management

Financial analysis

Wealth management

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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