Relationship Manager (relocate to SG)

Adecco Portugal; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Adecco Portugal's client, a well-established financial services institution, seeks an experienced Relationship Manager to lead an affluent banking portfolio in Singapore. You will manage high-value clients, offering tailored banking, investment and wealth management solutions.

The role emphasizes proactive relationship management, regular portfolio reviews and collaboration with product specialists to deliver holistic financial strategies.

Qualifications

• The candidate holds a degree in Finance, Business, Economics or a related discipline.
• Minimum 5 years of experience in Premier Banking, Priority Banking, Wealth Management, Private Banking or Affluent Relationship Management.
• Strong understanding of investment products, wealth management solutions and financial markets.
• Proven ability to grow a portfolio of affluent or high-value clients.

Responsibilities

• Manage and grow a portfolio of affluent and high-value clients with tailored financial solutions.
• Build long-term client relationships through proactive relationship management and service.
• Recommend wealth management, investment and banking solutions aligned with client objectives.
• Conduct regular portfolio reviews and identify opportunities to deepen relationships.
• Provide market insights and updates to support informed decisions.
• Identify new business opportunities through referrals and networking.
• Collaborate with product specialists to deliver holistic solutions.
• Drive portfolio growth via new client acquisition, cross-selling and relationship deepening.
• Ensure all interactions comply with regulatory requirements and internal policies.

Skills

Relationship management

Business development

Communication

Interpersonal skills

Consultative selling

Education

Finance/Business/Economics degree

Job description

Adecco’s client, a well-established financial services institution, is looking for an experienced Relationship Manager to join its affluent banking team in Singapore.

The successful candidate will be responsible for managing and growing a portfolio of affluent clients by understanding their financial objectives and providing tailored banking, investment and wealth management solutions.

This opportunity is open to local candidates who are interested in relocating to Singapore.

Key Responsibilities

• Manage and grow a portfolio of affluent and high-value clients, providing personalised financial solutions based on their financial goals and needs.
• Build and maintain long-term relationships with clients by providing proactive relationship management and high-quality service.
• Understand clients' financial objectives and recommend suitable wealth management, investment and banking solutions.
• Conduct regular portfolio reviews and proactively identify opportunities to strengthen and deepen client relationships.
• Provide relevant market insights and updates to clients to support informed financial decisions.
• Identify new business opportunities through client referrals, networking and proactive business development activities.
• Collaborate with internal product specialists and relevant stakeholders to deliver holistic financial solutions.
• Drive portfolio growth through new client acquisition, cross-selling and relationship deepening.
• Ensure all client interactions and recommendations are conducted in accordance with relevant regulatory requirements and internal policies.

Requirements

• Degree in Finance, Business, Economics or a related discipline.
• Minimum 5 years of relevant experience in Premier Banking, Priority Banking, Wealth Management, Private Banking or Affluent Relationship Management.
• Strong understanding of investment products, wealth management solutions and financial markets.
• Proven experience managing and growing a portfolio of affluent or high-value clients.
• Strong client relationship management and business development capabilities.
• Excellent communication, interpersonal and consultative selling skills.
• Strong commercial acumen with the ability to identify and convert client opportunities.
• High level of integrity, professionalism and commitment to delivering quality client service.
• Open to local candidates who are willing to relocate to Singapore.