Relationship Manager

Synergy Financial Advisers Ltd; Singapore; Hybrid; SGD 60,000 - 90,000; Full time

Job summary

Synergy Financial Advisers Ltd in Singapore is seeking a Relationship Manager for a full-time, hybrid role based in Singapore. You will build and maintain long-term client relationships, understand financial goals, and tailor advisory solutions with clear recommendations.

You will conduct client meetings, perform needs analyses, present financial plans, document interactions, and ensure compliance while contributing to business development and client engagement efforts in a technology-enabled

Qualifications

• Strong client relationship management, interpersonal communication, and customer service skills.
• Financial planning, needs analysis, and basic investment or insurance product knowledge.
• Consultative selling, negotiation, and presentation for client-facing interactions.
• Organizational, time management, and follow-up skills to handle multiple client accounts.
• Proficiency with digital tools and CRM systems, and comfort in a technology-enabled environment.
• Academic qualifications in Finance, Business, Economics, or related discipline; regulatory certifications preferred.
• Ability to work independently and as part of a team with high ethical standards.
• Experience in financial advisory, banking or wealth management is advantageous but not required for highly motivated applicants.

Responsibilities

• Build and maintain strong, long-term client relationships.
• Understand clients' financial goals and recommend suitable advisory solutions.
• Conduct client meetings and perform financial needs analyses.
• Present tailored financial plans and follow up on implementations and reviews.
• Collaborate with internal teams to ensure high service standards and monitor market developments and product updates.

Skills

Client relationship management

Interpersonal communication

Customer service

Financial planning

Needs analysis

Consultative selling

Negotiation

Presentation

Organizational skills

Time management

CRM systems

Digital tools

Tools

CRM systems

Job description

Company Description

Synergy Financial Advisers Ltd is a Singapore-based firm offering comprehensive, one-stop solutions for diverse financial planning needs. The organization emphasizes partnership, technology, and innovation to help clients and team members work toward financial freedom. Guided by the vision of becoming the most admired financial advisory firm in Asia, Synergy upholds core values of People, Professionalism, and Progress. The firm is distinguished as the only financial advisory company in Singapore certified in the Singapore Quality Class with People and Innovation, and holds the Data Protection Trustmark as well as ISO 9001 and ISO 27001 certifications.

Role Description

The Relationship Manager is a full-time, hybrid role based in Singapore, with a mix of in-office and work-from-home arrangements. This role focuses on building and maintaining strong, long-term relationships with clients, understanding their financial goals, and recommending suitable advisory solutions. Day-to-day responsibilities include conducting client meetings, performing financial needs analyses, presenting tailored financial plans, and following up on implementations and reviews. The Relationship Manager also collaborates with internal teams to ensure high service standards, manages client queries and concerns, and monitors market developments and product updates relevant to clients’ portfolios. The role requires consistent documentation of client interactions, adherence to regulatory and compliance requirements, and contribution to business development initiatives and client engagement activities.

Qualifications

• Candidates should possess strong client relationship management, interpersonal communication, and customer service skills.
• Candidates should possess skills in financial planning, needs analysis, and basic investment or insurance product knowledge.
• Candidates should possess skills in consultative selling, negotiation, and presentation for client-facing interactions.
• Candidates should possess organizational, time management, and follow-up skills to handle multiple client accounts effectively.
• Candidates should possess proficiency with digital tools and CRM systems, and be comfortable working in a technology-enabled environment.
• Relevant academic qualifications in Finance, Business, Economics, or a related discipline are preferred, along with any applicable local regulatory certifications.
• Ability to work independently and as part of a team, with high ethical standards and a strong commitment to professional conduct.
• Prior experience in financial advisory, banking, or wealth management is advantageous but not strictly required for highly motivated applicants.