Priority Relationship Manager (Wealth)

Good Job Creations (Singapore) Pte Ltd; Singapore; Sur place; SGD 60 000 - 90 000; Plein temps

Résumé du poste

Good Job Creations (Singapore) Pte Ltd is seeking a Wealth Management Associate to manage a portfolio of High-Net-Worth clients and drive AUM growth. You will provide personalised wealth management and financial advisory solutions while acquiring new clients through referrals, networking and business development activities.

You will build long-term client relationships, coordinate with product specialists and ensure regulatory compliance.

Qualifications

• 2–4 years of relevant experience in Priority Banking, Premier Banking, Wealth Management or Retail Banking.
• Proven track record in client acquisition, AUM growth and revenue generation.
• Strong knowledge of investment, insurance and lending products.
• Excellent relationship management, communication and business development skills.
• Existing HNW client relationships or transferable client network is advantageous.

Responsabilités

• Manage and grow a portfolio of High-Net-Worth (HNW) clients with personalised wealth management and financial advisory solutions.
• Acquire new clients through referrals, networking, prospecting and business development activities.
• Build long-term relationships with existing clients and identify opportunities to grow AUM and revenue.
• Provide tailored investment solutions across unit trusts, equities, bonds, FX, structured products, insurance and lending.
• Conduct regular portfolio reviews and provide proactive advice based on clients' financial goals, market conditions and risk profiles.
• Work closely with product specialists, investment advisors and credit teams to deliver holistic wealth management solutions.
• Ensure all client activities and recommendations comply with relevant regulatory and internal policies.
• Keep abreast of financial markets, investment trends and wealth management solutions to enhance client engagement.

Connaissances

Client acquisition

Relationship management

Business development

Investment products knowledge

Financial markets awareness

Formation

Bachelor's degree in Business/Finance/Economics

Description du poste

JOB ID:1164503
Key Responsibilities

• Manage and grow a portfolio ofHigh-Net-Worth (HNW) clients, providing personalised wealth management and financial advisory solutions.
• Acquire new clients throughreferrals, networking, prospecting and business development activities.
• Build long-term relationships with existing clients and identify opportunities to growAUM and revenue.
• Provide tailored investment solutions acrossunit trusts, equities, bonds, FX, structured products, insurance and lending.
• Conduct regular portfolio reviews and provide proactive advice based on clients' financial goals, market conditions and risk profiles.
• Work closely with product specialists, investment advisors and credit teams to deliver holistic wealth management solutions.
• Ensure all client activities and recommendations comply with relevant regulatory and internal policies.
• Keep abreast of financial markets, investment trends and wealth management solutions to enhance client engagement.

Key Requirements

• Bachelor's degree inBusiness, Finance, Economics or a related discipline.
• 2-4 years of relevant experiencein Priority Banking, Premier Banking, Wealth Management or Retail Banking.
• Proven track record inclient acquisition, AUM growth and revenue generation.
• Strong knowledge ofinvestment, insurance and lending products.
• Excellent relationship management, communication and business development skills.
• Strong understanding of financial markets, investment products and wealth planning.
• ExistingHNW client relationships or a transferable client networkwill be highly advantageous.
• Experience managinginternational or offshore clientswill be an added advantage.

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