Relationship Manager (Premier - Priority Banking)

eFinancialCareers; Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

A leading financial services firm seeks a Relationship Manager to work with high net worth clients in Singapore. The role focuses on understanding clients' financial goals and providing wealth management solutions, including insurance and investment products. Candidates should have strong sales experience and analytical skills, with a commitment to excellent customer service.

Qualifications

• Minimum 2 years of sales experience in financial products.
• Effective communication skills with clients.
• Strong analytical and logical thinking abilities.

Responsibilities

• Build relationships with high net worth clients.
• Offer tailored wealth management solutions.
• Engage in networking to expand customer base.

Skills

Sales experience

Communication

Analytical thinking

Logical thinking

Job description

Role & Responsibilities

• Relationship building with high net worth (HNW) clients
• Understand the financial goals of HNW clients and offer wealth management solution such as insurance, leverage products, structured products and investment products to help them protect & grow their wealth
• Provide excellent customer service and banking experience
• Regularly send customers information relating to market movements and trend analysis on the financial products that they have purchased and present new and suitable opportunities to customers
• Engage in networking and marketing campaigns to increase customer base
• Comply with all regulations and controls as set by the Bank and external regulatory authorities

Skills and experience required

• Minimum 2 years of sales experience
• Effective communication skills
• Analytical and logical thinking

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No : 11C5502 | Registration No : R2199597