Premier Relationship Manager

AMBITION GROUP SINGAPORE PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

An international bank in Singapore seeks an experienced Premier Relationship Manager. This role involves providing holistic solutions to premier clients by collaborating with specialists, delivering market updates, and offering tailored financial advice. The ideal candidate should have over one year of Wealth Management experience, a strong understanding of financial markets, and excellent interpersonal skills. If you meet these requirements, please click APPLY NOW or email us directly. Only shortlisted candidates will be contacted.

Qualifications

• Over 1 year of work experience in Wealth Management.
• Proven track record of managing client portfolios.
• Understanding of financial markets and investment products.

Responsibilities

• Work with Wealth Management specialists to provide holistic banking solutions.
• Regularly update clients on market conditions.
• Provide financial planning and advisory tailored to clients' needs.
• Strengthen and deepen existing customer relationships.
• Nurture client portfolio to reach Premier Balance.

Skills

Interpersonal relationship skills

Strong communication skills

Financial market understanding

Client portfolio management

Education

Strong academic qualifications

Job description

Our client, an international bank, is looking for experienced Premier Relationship Manager to join their team.

Key Responsibilities:

• Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists, to provide holistic solutions to our onshore banking premier clients.
• Provide premier clients with regular market updates, endeavouring to understand our clients' financial needs and recommending appropriate wealth management products accordingly.
• Provide financial planning and advisory services aligning to clients' needs and investment profile.
• Embark on proactive relationship management to strengthen and deepen relationships with existing customers, hence building a strong foundation for customer growth.
• Focus on nurturing and activating the portfolio of clients to fund up to Premier Balance
• Encourage and educate clients to adopt a Digital First approach with a focus on minimizing in-branch activities while educating customers to transition to digital and remote channels (for low-value activities).

The ideal candidate will possess the following:

• Strong academic qualifications and over 1 year of work experience in Wealth Management with a proven track record of managing clients' portfolios (Premier banking).
• Strong understanding of financial markets and investment products.
• Strong interpersonal relationship skills to work individually and collaborate with stakeholders to meet client needs.
• Highly driven and able to succeed within a challenging environment.
• Outgoing disposition, well-equipped with good communication and interpersonal skills.
• Down-to-earth and resilient individual with an entrepreneurial and collaborative mindset who can work independently and in a strong team environment.
• Highly driven to excel and thrive within a challenging environment by effectively recognizing customers’ personal banking and wealth‑management needs.

If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to [e-mail]. Only shortlisted candidates will be notified.

Data provided is for recruitment purposes only. Business Registration Number: 200611680D. License Number: 10C5117 EA. Personal Registration Number: R1874269.