Premier Wealth Relationship Manager

Placement Professionals, LLC; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

Placement Professionals, LLC is seeking a Premier Wealth Relationship Manager in Singapore to serve high-net-worth clients with tailored financial solutions.

You will collaborate with wealth management specialists to manage client portfolios, promote digital-first banking, and deliver advisory services aligned to each client’s goals and risk profile. The role emphasizes proactive relationship growth and exceptional client experience.

Qualifications

• Possess strong academic qualifications and sound knowledge of wealth management, with proven experience managing client portfolios in personal or premier banking environments.
• Demonstrate a strong understanding of financial markets, investment products, and wealth management concepts.
• Have excellent relationship management skills and the ability to work independently while collaborating effectively with different stakeholders.
• Possess an outgoing personality with strong communication and interpersonal abilities.
• Be a grounded, resilient individual with an entrepreneurial mindset who can thrive both independently and within a collaborative team environment.
• Be highly motivated, performance-driven, and able to succeed in a challenging environment by identifying and addressing clients’ financial and wealth management needs.

Responsibilities

• Collaborate with wealth management specialists, including investment, insurance, and treasury experts, to deliver comprehensive financial solutions to clients.
• Manage and grow a portfolio of clients by building relationships and encouraging them to achieve targeted account balances.
• Promote digital-first banking solutions by guiding clients towards online and remote service channels for greater convenience and efficiency.
• Provide clients with relevant market insights, understand their financial objectives, and recommend suitable wealth management solutions.
• Conduct market research and analysis to identify potential opportunities, strengthen portfolio quality, and provide diversified solutions.
• Deliver financial planning and advisory services that are aligned with clients’ goals, preferences, and investment profiles.
• Take a proactive approach to relationship management by strengthening existing client connections and creating opportunities for long-term growth.
• Understand clients’ financial requirements and recommend appropriate solutions while delivering a high standard of client experience.

Skills

Wealth management

Relationship management

Client portfolio growth

Financial markets knowledge

Communication skills

Job description

We are currently seeking a high-calibre professional to join our team as a Premier Wealth Relationship Manager.

In this role, you will:

• Collaborate with wealth management specialists, including investment, insurance, and treasury experts, to deliver comprehensive financial solutions to clients.
• Manage and grow a portfolio of clients by building relationships and encouraging them to achieve targeted account balances.
• Promote digital-first banking solutions by guiding clients towards online and remote service channels for greater convenience and efficiency.
• Provide clients with relevant market insights, understand their financial objectives, and recommend suitable wealth management solutions.
• Conduct market research and analysis to identify potential opportunities, strengthen portfolio quality, and provide diversified solutions.
• Deliver financial planning and advisory services that are aligned with clients’ goals, preferences, and investment profiles.
• Take a proactive approach to relationship management by strengthening existing client connections and creating opportunities for long-term growth.
• Understand clients’ financial requirements and recommend appropriate solutions while delivering a high standard of client experience.

What we are looking for:

• Possess strong academic qualifications and sound knowledge of wealth management, with proven experience managing client portfolios in personal or premier banking environments.
• Demonstrate a strong understanding of financial markets, investment products, and wealth management concepts.
• Have excellent relationship management skills and the ability to work independently while collaborating effectively with different stakeholders.
• Possess an outgoing personality with strong communication and interpersonal abilities.
• Be a grounded, resilient individual with an entrepreneurial mindset who can thrive both independently and within a collaborative team environment.
• Be highly motivated, performance-driven, and able to succeed in a challenging environment by identifying and addressing clients’ financial and wealth management needs.