Premier Wealth Relationship Manager

Placement Professionals; Singapore; Sur place; SGD 120 000 - 180 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Relationship management

Wealth management knowledge

Portfolio management

Communication skills

Independent worker

Formation

Finance/Financial services degree

Description du poste

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.