Relationship Wealth Manager

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A recruitment agency in Singapore is seeking a Financial Advisor. You will conduct financial analysis sessions, strengthen client relationships, and promote wealth management products. The ideal candidate holds a local diploma or degree and has at least 1 year of experience in the financial services or banking industry.

Qualifications

• 1 year of experience within the Financial Services Industry or Banking Wealth Industry.
• Dynamic, results-oriented, and self-motivated professional.

Responsibilities

• Conduct professional and consultative financial analysis sessions with clients.
• Build and strengthen long-term client relationships.
• Promote banking and investment solutions.

Skills

Financial analysis

Client relationship management

Wealth management products

Bancassurance knowledge

Education

Local Diploma or Degree

Job description

JOB ID: 1059795

Responsibilities

• Conduct professional and consultative financial analysis sessions with clients to understand their needs and recommend suitable solutions.
• Build and strengthen long-term client relationships by providing regular market insights, product updates, and advisory support.
• Promote a comprehensive suite of banking,investment solutions and other wealth management products.
• Deliver tailored financial strategies across bancassurance, loans, and investments to help clients achieve their financial objectives.
• Actively participate in branch and business development initiatives to contribute to the overall success of the bank.

Requirements

• Local Diploma or Degree in any discipline.
• 1 Year of Experience within the Financial Services Industry or Banking Wealth Industry
• Dynamic, results-oriented, and self-motivated professional with a passion for financial advisory.

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EA Personnel Name: Gabriel Tan EA Personnel Reg. No.: R22104076 EA Licence No.: 07C5771