Relationship Manager

Private Advertiser; Singapore; On-site; SGD 36,000 - 48,000; Full time

Job summary

Private Advertiser is seeking motivated individuals to join as Relationship Manager in Singapore. You will build and manage long-term relationships, understand client financial goals, and provide tailored protection, wealth, retirement, and legacy planning solutions.

Structured training and mentorship are provided to develop client management and consultative skills. You will be coached to meet personal performance and business development targets while gaining exposure to a supportive team and

Qualifications

• Minimum Local Polytechnic Diploma or Degree in any discipline.
• Strong communication and interpersonal skills.
• Willing to learn and be proactive.
• Fresh graduates and career switchers are welcome.
• Prior experience in sales, customer service, banking, recruitment, or client-facing roles is an advantage.

Responsibilities

• Build and maintain long-term relationships with new and existing clients.
• Conduct client meetings to understand financial goals, priorities, and concerns.
• Identify gaps and opportunities based on clients' individual circumstances.
• Develop and present suitable financial planning solutions.
• Follow up with clients and provide ongoing relationship management.
• Conduct periodic client reviews and maintain accurate client records.
• Develop your own client network through referrals, networking, events, and other channels.
• Participate in team training, coaching, and professional development programmes.
• Work towards individual performance and business development targets.

Skills

Communication

Interpersonal skills

Client relationship management

Proactive mindset

Independent yet team-oriented

Education

Diploma or degree in any discipline

Job description

About us

We are an established corporate advisory organization committed to delivering tailored enterprise risk management, employee retention solutions, and long-term business continuity frameworks. Our culture focuses on empowering young professionals, fresh graduates, and career switchers through structured mentorship, leadership exposure, and merit-based advancement.

About the role

We are looking for motivated individuals to join our team as a Relationship Manager, where you will build and manage long-term relationships with individuals and families. You will work closely with clients to understand their financial priorities and provide tailored solutions across areas such as protection, wealth accumulation, retirement planning, and legacy planning. This role provides structured training and mentorship for individuals who want to develop strong client management, communication, and consultative skills.

Key responsibilities

• Build and maintain long-term relationships with new and existing clients




• Conduct client meetings to understand their financial goals, priorities, and concerns




• Identify gaps and opportunities based on clients' individual circumstances




• Develop and present suitable financial planning solutions




• Follow up with clients and provide ongoing relationship management




• Conduct periodic client reviews and maintain accurate client records




• Develop your own client network through referrals, networking, events, and other channels




• Participate in team training, coaching, and professional development programmes




• Work towards individual performance and business development targets

About you

• Minimum Local Polytechnic Diploma or Degree in any discipline




• Strong communication and interpersonal skills




• Comfortable meeting and speaking with people from different backgrounds




• Driven, proactive, and willing to learn




• Good listening and relationship-building skills




• Able to work independently while contributing to a team




• Fresh graduates and career switchers are welcome




• Prior experience in sales, customer service, banking, recruitment, or client-facing roles is an advantage