Relationship Manager

Good Job Creations (Singapore) Pte Ltd; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

Good Job Creations (Singapore) Pte Ltd is seeking a Wealth Management Associate to manage a portfolio of high-net-worth clients and provide tailored advisory solutions. You will help grow AUM and revenue by delivering investment ideas aligned with clients' goals and risk profiles.

You will acquire new clients through referrals and networking, maintain long-term relationships, and collaborate with product, investment and credit teams to offer holistic wealth-management solutions while ensuring

Qualifications

• Bachelor’s degree in business, finance, economics, or a related field.
• 2–4 years of wealth management or banking experience.
• Strong client-facing and advisory capabilities.

Responsibilities

• Manage and grow a portfolio of HNW clients with wealth management solutions.
• Acquire new clients through referrals, networking, and business development.
• Build long-term relationships and identify AUM growth opportunities.
• Provide tailored investment solutions across funds, equities, fixed income and lending.
• Conduct regular portfolio reviews and offer proactive advice based on goals and risk.
• Collaborate with product and credit teams to deliver holistic solutions.
• Ensure compliance with regulatory and internal policies.

Skills

Client acquisition

Relationship management

Business development

Communication skills

Financial markets knowledge

Education

Bachelor's degree in Business, Finance, Economics or related discipline

Job description

JOB ID:1164503

Key Responsibilities

• Manage and grow a portfolio of High-Net-Worth (HNW) clients , providing 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.

Key Requirements

• Bachelor's degree in Business, Finance, Economics or a related discipline .
• 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.
• Strong understanding of financial markets, investment products and wealth planning.
• Existing HNW client relationships or a transferable client network will be highly advantageous.
• Experience managing international or offshore clients will be an added advantage.