Relationship Manager

webbe international (asia) pte ltd; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

Webbe International (Asia) Pte Ltd is seeking a driven Wealth Management Relationship Manager to grow a portfolio of high-net-worth clients across the region. You will combine proactive outreach with high-touch engagement to deepen relationships and expand the client base.

You will deliver holistic wealth solutions, grow AUM, and drive deposits and fee income while leveraging strong sales discipline and CMFAS knowledge.

Qualifications

• Experience in priority banking, wealth management, or insurance advisory.
• Experience managing affluent or HNW clients.
• Track record of exceeding sales targets and delivering results.
• Strong knowledge of investment and wealth products.
• CMFAS certifications or equivalent regulatory qualifications preferred.

Responsibilities

• Manage and grow a portfolio of high-net-worth and affluent clients with customized wealth strategies.
• Drive new client acquisition through referrals, networks, and sourcing channels.
• Aim for sustainable growth in AUM, deposits, and investment fee income.
• Provide holistic financial advice across unit trusts, deposits, structured products, insurance, and mortgage financing.

Skills

Relationship management

Sales experience

Wealth management knowledge

Communication skills

Education

CMFAS certification

Tools

CRM software

Job description

Job description

Webbe’s business in Asia began in 1997 initially as a specialist Financial Markets / Investment Banking Executive Search business - In the Asiamoney Poll of Polls, for headhunters, specializing in financial markets, for sell and buyside, we were ranked top 5 for the period from 2001 to 2013. In 2015 we made the decision to broaden our search business to work on predominantly senior roles with international and regional law firms and also to strengthen our business on Legal & Compliance for financial Institutions.

Role Overview

We are looking for a driven Wealth Management Relationship Manager to join our team. In this role, you will combine proactive tele-prospecting with high-touch face-to-face engagement to grow your client base and deepen existing relationships.

Key Responsibilities

• Manage and grow a dedicated portfolio of high-net-worth and affluent onshore clients by offering customized wealth strategies.
• Drive new client acquisition through internal referrals, professional networks, and proprietary sourcing channels.
• Achieve sustainable growth in Assets Under Management (AUM), deposit balances, and investment fee income.
• Deliver holistic financial advice across a wide array of solutions, including unit trusts, structured deposits, structured products, insurance, wealth protection, and mortgage financing.

Requirements

• Prior experience in priority banking, wealth management, or insurance advisory.
• Experience managing affluent or HNW clients is highly desirable.
• A proven history of exceeding sales targets and consistently delivering results.
• Strong command of investment and wealth product knowledge.
• CMFAS certifications (or equivalent regulatory qualifications) are preferred.

Why Join?

Be part of a globally recognized financial institution with a strong and established presence in Asia.

Enjoy competitive compensation and attractive performance-based incentives that reward your contributions.

Access continuous learning and structured career development programs to accelerate your professional growth.

Thrive in a supportive, dynamic work environment that encourages collaboration and empowers you to excel.