Relationship Manager

TANGSPAC SEARCH PRIVATE LIMITED; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

TANGSPAC SEARCH PRIVATE LIMITED is seeking an experienced Relationship Manager to manage a portfolio of high-net-worth offshore clients in Singapore. You will provide tailored financial advice, market updates, and wealth-management solutions, collaborating with product specialists to offer bespoke investment, insurance and Treasury options.

You will conduct professional, consultative financial analysis to understand client aspirations and deliver high-touch service with regular portfolio

Qualifications

• Minimum 2 years experience as Relationship Manager or similar in a banking/financial institution setting
• Degree holder in Finance, Banking or equivalent
• Strong knowledge in wealth management products (equities, funds, treasury, structured products) and financial market
• Excellent interpersonal, communication and negotiation skills
• Relevant license ( bank will sponsor for 1st exam )

Responsibilities

• Manage, deepen, and grow a portfolio of HNW Offshore clients by providing tailored financial advice, market updates, and wealth management solutions
• Conduct professional, consultative financial analysis to understand client aspirations
• Partner with product specialists to offer bespoke investment, insurance, and Treasury solutions
• Achieve and exceed performance KPIs including AUM growth, revenue generation, and new client acquisition through proactive prospecting and referrals
• Strictly adhere to policies, KYC/AML standards, and regulatory requirements to protect the bank and client interests
• Deliver superior client experience by providing high-touch service and regular portfolio reviews

Skills

Relationship management

Interpersonal skills

Communication skills

Negotiation

Education

Finance or Banking degree

Job description

About the role

Manage, deepen, and grow a portfolio of HNW Offshore clients by providing tailored financial advice, market updates, and wealth management solutions. Conduct professional, consultative financial analysis to understand client aspirations and partner with product specialists to offer bespoke investment, insurance, and Treasury solutions.

Key responsibilities

• Manage, deepen, and grow a portfolio of HNW Offshore clients by providing tailored financial advice, market updates, and wealth management solutions

• Conduct professional, consultative financial analysis to understand client aspirations

• Partner with product specialists to offer bespoke investment, insurance, and Treasury solutions

• Achieve and exceed performance KPIs including AUM growth, revenue generation, and new client acquisition through proactive prospecting and referrals

• Strictly adhere to policies, KYC/AML standards, and regulatory requirements to protect the bank and client interests

• Deliver superior client experience by providing high-touch service and regular portfolio reviews

About you

• Minimum 2 years experience as Relationship Manager or similar in a banking/financial institution setting

• Degree holder in Finance, Banking or equivalent

• Strong knowledge in wealth management products (equities, funds, treasury, structured products) and financial market

• Excellent interpersonal, communication and negotiation skills

• Relevant license ( bank will sponsor for 1st exam )