Relationship Manager (B2B Wealth Management)

Are you passionate about building strong partnerships and driving growth in the wealth management industry? We are looking for a dynamic and driven individual to join our Corporate Development team as a Relationship Manager (B2B) — someone who thrives in engaging with financial advisory firms and their Representatives, and empowering them through our FAME platform and robust product and services offerings.

What You’ll Do:

• Drive business growth by building strong, trust-based relationships with B2B financial advisory firms and their representatives, both locally and possibly regionally.

• Promote and support the adoption of FAME, our proprietary wealth management platform, through training, feedback sessions, and marketing initiatives.

• Identify new opportunities by prospecting and onboarding new partners both within and outside the traditional circle.

• Collaborate cross-functionally with our Product, IT, compliance, and marketing teams to enhance user experience, streamline processes, and champion partner success.

• Contribute to strategy through regular reporting, market feedback, and business development brainstorming.

What We’re Looking For:

• A degree holder with at least 2 years of experience in sales, relationship management, or financial services (preferably in funds/unit trusts).

• Must be willing to attain CMFAS Modules 5 & 8 (M1 or equivalent is a must).

• A relationship-builder with strong interpersonal skills, able to connect and collaborate with partners at all levels.

• A go-getter who is results-oriented, creative in generating leads, and meticulous in managing ongoing relationships and operational details.

• Comfortable with public speaking and conducting training sessions or webinars for partner firms.

Why Join Us:

• Be part of a pioneering B2B platform model within one of Singapore’s most established financial institutions.

• Work alongside seasoned leaders and dynamic peers in a high-growth, collaborative environment.

• Enjoy opportunities for regional exposure, ongoing learning, and career advancement.

• Contribute to shaping the future of wealth advisory across Singapore and Asia.