Relationship Manager, Wealth

DL Partners; Singapore; On-site; SGD 54,000 - 67,000; Full time

Job summary

DL Partners is seeking a Manager, Wealth Services to build and manage client relationships, develop tailored wealth planning solutions, and grow an advisory practice in Singapore. No prior financial advisory experience required; structured training and licensing support provided.

You will lead wealth management activities, collaborate on branding and client events, and progress toward leadership roles as you develop your practice.

Qualifications

• GCE A-Levels, IB Diploma or Polytechnic Diploma.
• Strong communication and relationship-building skills.
• Self-motivated, adaptable and willing to learn.
• Genuine interest in helping clients make informed financial decisions.

Responsibilities

• Advise clients on wealth planning solutions for investments, insurance, retirement and legacy.
• Build and maintain long-term client relationships with personalised service and routine reviews.
• Develop your own client portfolio through networking, referrals and business development initiatives.
• Collaborate on branding, marketing campaigns and client engagement activities to grow the practice.
• Cultivate leadership skills to mentor and progress toward leading a team.

Skills

Strong communication

Relationship-building

Self-motivated

Willing to learn

Education

GCE A-Levels

IB Diploma

Polytechnic Diploma

Job description

Up to S$6,000 Monthly Support + Commissions | Wealth Advisory | Leadership Development

You've Built Your Career. Now, What About Your Future?

You've worked hard, developed valuable skills and built relationships throughout your career.

But have you ever wondered:

"What if I could build something of my own, with greater control over my income, time and future?"

At DL Partners, we offer an alternative career path.

An opportunity to develop your own wealth advisory practice, build long-term client relationships and create a career that grows with you.

Whether you're from banking, finance, sales, hospitality or considering a career transition, we're looking for individuals who want more than just another job.

About DL Partners

We develop partners, not just employees.

At DL Partners, we believe a successful career should provide more than financial rewards. It should create opportunities for personal growth, entrepreneurship and the flexibility to focus on what matters most.

Our approach combines experienced mentorship, structured business development and agency-funded support to help individuals build sustainable advisory practices.

We don't expect you to figure everything out on your own.

We invest in developing your professional capabilities, personal brand and long-term career.

Your Role: Manager, Wealth Services

You'll work with individuals, families and business owners to understand their financial needs and develop suitable wealth planning solutions.

Your responsibilities include:

• Wealth Advisory: Advise clients on investments, wealth accumulation, insurance protection, retirement and legacy planning.
• Relationship Management: Build and maintain long-term client relationships through personalised service and ongoing financial reviews.
• Portfolio Development: Develop your own client portfolio through professional networking, referrals and structured business development initiatives.
• Business Development: Work with the agency on personal branding, marketing campaigns and client engagement activities.
• Leadership Development: Develop the skills to mentor, recruit and eventually lead your own team as you progress.

No prior financial advisory experience is required for suitable candidates. Structured training and licensing support will be provided.

Up to S$6,000 Monthly Support + Commissions

Selected candidates may qualify for a monthly financial support package of up to S$6,000, capped at their last-drawn monthly salary or previous monthly income, subject to eligibility, applicable terms and performance requirements.

In addition, you'll have access to:

• Performance-based commissions and incentives
• Recurring commission opportunities, subject to applicable product and remuneration terms
• Leadership and management incentives upon qualification
• Overseas incentive trips and recognition programmes

The compensation structure will be explained during the selection process so you can assess the financial implications of a career transition.

Why Join DL Partners?

1. We Invest in Your Personal Brand

Your professional reputation matters.

We provide agency-funded branding and marketing support, including professional profile development, personal webpage initiatives and marketing resources to help you establish your presence.

2. Client Acquisition Support

Building a client base is one of the biggest challenges when entering financial advisory.

That's why we provide structured client acquisition systems, marketing initiatives and customised client engagement events to support your business development efforts.

3. Learn From Proven Performers

Receive direct one-on-one mentorship from experienced industry leaders with MDRT and COT track records.

You'll benefit from practical coaching, real client experience and a structured professional development roadmap.

4. Entrepreneurship With Support

We encourage our people to think and operate like entrepreneurs while benefiting from the agency's infrastructure, mentorship and business-building resources.

Build your own advisory practice without having to develop every system from scratch.

5. Build a Career Around Your Life

We believe financial success should create greater freedom, not simply more working hours.

As you establish your practice, you'll have opportunities to develop greater control over your schedule and career direction while continuing to meet your professional and client commitments.

Your career doesn't have to stop at individual advisory.

Develop your capabilities in recruitment, mentoring, people development and team management, with opportunities to progress into leadership subject to qualification and performance.

Who We're Looking For

We welcome fresh graduates, experienced professionals and individuals considering a career transition.

• GCE A-Levels, International Baccalaureate Diploma, Polytechnic Diploma or equivalent qualifications that meet applicable entry requirements
• Strong communication and relationship-building skills
• Self-motivated, adaptable and willing to learn
• Genuine interest in helping clients make informed financial decisions

Experience in banking, finance, accounting, sales or other client-facing industries would be advantageous, but is not essential.

Your Next Career Move Starts With a Conversation

This is a performance-based financial advisory opportunity, not a conventional fixed-salary management position.

We believe the right career move should make sense both professionally and financially.

If you're exploring an opportunity that combines income potential, professional development, business ownership and flexibility, we'd be happy to share what DL Partners can offer.