Relationship Manager

PC FINANCIAL (SG) PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services firm in Singapore is seeking a Relationship Manager to expand their high-net-worth business. The role involves building client relationships, identifying financial needs, and providing tailored wealth solutions while ensuring regulatory compliance. Candidates should have at least 3 years of relevant experience and strong knowledge of financial products. Bilingual in Mandarin and English is preferred.

Benefits

Basic salary + incentive

Promotion path to Team Head

Cordial and professional work environment

Qualifications

• At least 3 years of business development/sales/client acquisition experience in wealth management.
• CMFAS certification (M5, M6, M6A, M8, M8A, M9, M9A & HI) is an advantage.
• Passion for sales and driven to excel.

Responsibilities

• Build and preserve trusting bonds with customers.
• Manage relationships with HNWI customers.
• Provide quality services to clients.
• Match financial product solutions to client needs.
• Acquire and maintain new clients.

Skills

Strong HNW clients sources

Good knowledge in financial products

Driven and self-motivated

Good command of Mandarin and English

Education

Diploma/ Degree holder

Job description

We are looking for a Relationship Manager to join our growing organization. The Relationship Manager is expected to actively expand HNW business through various sources. He/She will be actively bonding with clients in identifying their financial needs and providing suitable wealth solutions, while complying to full compliance as set by regulatory bodies.

Overview

We are looking for a Relationship Manager to join our growing organization. The Relationship Manager is expected to actively expand HNW business through various sources. He/She will be actively bonding with clients in identifying their financial needs and providing suitable wealth solutions, while complying to full compliance as set by regulatory bodies.

Job Highlights

• Basic salary + incentive
• Opportunity to work with your clients to build up their financial portfolio with a wide range of products and services
• Promotion path to Team Head
• Cordial and professioinal work environment

Responsibilities

• To build and preserve trusting bonds with our customers
• Establish and manage relationship with HNWI customers from our group company
• Provide quality services to clients, handling their needs and enquiries
• Manage the total wealth of our clients by matching our financial and investment product solutions to their needs
• Acquire, develop and maintain new clients

Requirements

• Diploma/ Degree holder with at least 3 years of business development /sales/client acquisition experiences from wealth management nature
• Strong HNW clients sources with proven track record
• Good knowledge in financial products
• CMFAS certification (M5, M6, M6A, M8, M8A, M9, M9A & HI) will have added advantage
• Driven and self-motivated individual who has passion to excel in sales
• Good command of both Mandarin and English (to handle English and Mandarin speaking clients)
• Willing to travel occasionally