Premier Relationship Manager

GRAVITAS RECRUITMENT GROUP (SG) PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading recruitment agency in Singapore is seeking experienced Relationship Managers who are eager to take on new challenges. The role involves managing and growing a portfolio of onshore clients, delivering expert financial advisory services, and ensuring compliance with regulations. Candidates should have a minimum of 3 years of experience in Premier Banking and hold CMFAS certifications. Strong sales drive and a proven track record in sales are essential for success in this position.

Qualifications

• Minimum 3 years of experience in Premier Banking.
• CMFAS certifications required.
• Self-motivated with strong sales drive and energy.

Responsibilities

• Manage and grow a portfolio of onshore clients.
• Provide expert financial advice across various products.
• Ensure compliance with bank rules and AML regulations.

Skills

Wealth Management

Sales

Customer Relationships

Financial Advisory

Relationship Management

Investment Strategies

Job description

Roles & Responsibilities

We are looking for experienced Relationship Managers eager to embrace new challenges and join our client’s team! In this role, you will be responsible for managing and growing a portfolio of onshore clients, while delivering top-tier financial advisory services using a wide range of competitive financial products available in the market.

• Provide expert financial advice on a variety of products and services, including investment, wealth management, and other financial solutions.
• Acquire NTB HNW customers and deepen existing customer relationships.
• Build and maintain strong, long-term relationships with clients.
• Stay informed of market trends, industry developments and competitor offerings to ensure clients receive the best possible advice and financial products.
• Ensure compliance with all rules set by the bank and external regulatory authorities and comply with all AML regulations.

Requirement

• Min 3 years of experience within Premier Banking (Candidates with less experience will be considered for the junior relationship manager position)
• CMFAS certifications
• Self-motivated, with strong sales drive & energy
• Proven track record in sales

Tell employers what skills you have

• Wealth Management
• Sales
• Referrals
• Investment Strategies
• Financial Planning
• Onshore
• Customer Relationships
• Relationship Management
• Wealth
• Loans
• Private Banking
• Compliance
• Deposits
• Financial Analysis
• Banking
• AML
• Financial Advisory
• Team Player
• Financial Services