Relationship Manager |Multinational Bank

GRAVITAS RECRUITMENT GROUP (SG) PTE. LTD.; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

GRAVITAS RECRUITMENT GROUP (SG) PTE. LTD. is seeking a Relationship Manager to drive growth by acquiring and managing clients, leveraging banking and wealth management solutions within a global platform.

In this role you will conduct professional financial analyses, profile clients, deliver market insights, and develop plans to meet new business targets while ensuring high-net-worth client service and regulatory compliance.

Qualifications

• Degree in Business Administration, Finance, or related discipline.
• RNF and CFMAS certifications.
• Proven experience in client acquisition and relationship management.
• Experience managing affluent or high-net-worth clients.
• Strong knowledge of financial and wealth management products.

Responsibilities

• Conduct professional financial analyses and client profiling to identify needs.
• Build and deepen client relationships with market updates and insights.
• Develop and execute monthly sales plans to meet targets.
• Drive business development through prospecting, referrals, networking and promotions.
• Deliver presentations to groups and organizations to promote services.
• Develop referral networks to generate new business opportunities.
• Provide after-sales service and manage client retention.
• Maintain compliance with regulatory and risk requirements.

Skills

Client acquisition

Relationship management

Financial analysis

Prospecting

Presentation skills

Regulatory compliance

Education

Business/Finance degree

RNF certification

CFMAS certification

Job description

Overview
Join our client as a Relationship Manager to drive business growth by acquiring and managing clients, leveraging banking and wealth management solutions within a global banking platform

Responsibilities

• Conduct professional, consultative financial analysis and client profiling to identify customer needs and objectives
• Build and deepen client relationships by providing regular market updates and insights on local and international financial products
• Develop and execute monthly sales plans to meet or exceed new business and customer acquisition targets
• Drive business development through proactive prospecting, referrals, networking, and promotional activities
• Organize and deliver presentations to groups, associations, companies, and other organizations to promote services
• Develop referral networks across internal teams and external channels to generate new business opportunities
• Deliver high-quality after-sales service and proactively manage client retention to sustain long-term relationships
• Maintain compliance with all applicable regulatory, risk management, and internal control requirements

Requirements

• Degree in Business Administration, Finance, or a related discipline
• RNF and CFMAS certifications
• Proven experience in client acquisition and relationship management
• Experience managing affluent or high-net-worth clients
• Strong knowledge of financial and wealth management products, including investments, funds, equities, insurance, and treasury
• Additional language proficiency relevant to effective communication with the client base and business needs