Relationship Manager (Retail Banking) - Foreign Bank

WaterStone Consulting Pte. Ltd.; Singapore; On-site; SGD 40,000 - 70,000; Full time

Job summary

WaterStone Consulting Pte. Ltd. seeks a wealth planning associate to assist in detailed wealth planning for retail customers and to bridge gaps with wealth management products such as insurance, deposits and unit trusts.

The role involves meeting clients, actively managing relationships, and handling in-branch activities, referrals, tele-consulting and follow-up appointments. A degree plus 1–2 years in wealth planning and FAA regulatory certifications are required.

Qualifications

• Degree holder with 1–2 years wealth planning banking experience.
• Regulatory certifications for advising investment products under FAA.
• Proactive in meeting clients and building relationships.

Responsibilities

• Assist in detailed wealth planning for retail customers.
• Bridge financial gaps using insurance, deposits, and unit trusts.
• Manage in-branch activities, referrals, tele-consulting, and follow-ups.

Skills

Wealth planning

Client relations

Financial products

Regulatory knowledge

Education

Bachelor's degree

FAA regulatory certification

Job description

You will assist in conducting detailed wealth planning to our retail customers and bridging their financial gaps with wealth management products, namely insurance, deposits and unit trusts through customer needs based profiling. Meeting with people of all levels, you will proactively manage and build customer relationships and also to manage the existing customers through in-branch activities, referrals, tele-consulting and follow-up appointments. You should be a Degree holder with at least 1-2 years experience in banking wealth planning experience and necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework.

Resumes collected will be kept in strict confidence and used for recruitment purposes only.