Premier Wealth Relationship Leader

Placement Professionals; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Placement Professionals invites a Premier Wealth Relationship Manager to join our team in Singapore. You will work with wealth management specialists to deliver comprehensive financial solutions and manage a growing client portfolio through strong relationships and targeted growth.

You will promote digital-first banking, provide market insights, and deliver tailored financial planning aligned with clients' goals and investment profiles, ensuring exceptional service and long-term client

Qualifications

• Proven experience managing client portfolios in personal or premier banking.
• Strong understanding of financial markets and wealth management concepts.
• Excellent relationship management skills and ability to work independently.
• Outgoing personality with strong communication and interpersonal abilities.
• Entrepreneurial mindset, resilient and team-oriented.

Responsibilities

• Collaborate with wealth mgmt specialists to deliver financial solutions.
• Manage and grow a client portfolio by building relationships.
• Promote digital-first banking and guide clients to online channels.
• Provide market insights and recommend wealth solutions.
• Conduct market research to identify opportunities and diversify portfolios.
• Deliver financial planning aligned with clients' goals.
• Strengthen client relationships for long-term growth.
• Understand clients' requirements and deliver high-quality service.

Skills

Relationship management

Wealth management knowledge

Portfolio management

Communication skills

Independent worker

Education

Finance/Financial services degree

Job description

Placement Professionals invites a Premier Wealth Relationship Manager to join our team in Singapore. You will work with wealth management specialists to deliver comprehensive financial solutions and manage a growing client portfolio through strong relationships and targeted growth.

You will promote digital-first banking, provide market insights, and deliver tailored financial planning aligned with clients' goals and investment profiles, ensuring exceptional service and long-term client