Senior Relationship Manager — Hybrid Wealth Advisory

Synergy Financial Advisers Ltd; Singapore; Hybrid; SGD 120,000 - 180,000; Full time

Job summary

Synergy Financial Advisers Ltd in Singapore is seeking a Senior Relationship Manager to grow and manage a client portfolio with holistic financial advice, including needs analysis, solution recommendations, and regular reviews. The role is full-time, hybrid in Singapore with some remote work.

You will collaborate with internal teams to leverage technology and product expertise, build long-term relationships, monitor market developments, identify opportunities, and ensure compliant documentation

Qualifications

• Client relationships and advisory skills to grow a portfolio.
• Knowledge of wealth management, insurance, investments.
• Experience in sales and meeting targets in Singapore.
• Familiarity with regulatory requirements and ethical standards.

Responsibilities

• Manage a portfolio of clients with holistic financial planning.
• Conduct client meetings and reviews with tailored recommendations.
• Collaborate with internal teams to deliver solutions using tools and products.
• Ensure compliant documentation and follow-up.

Skills

Client relationship management

Advisory skills

Wealth management

Sales & business development

Regulatory compliance

Technology literacy

Communication

Professionalism

Industry knowledge

Education

Diploma or degree in finance, business, economics

Tools

CRM systems

Job description

Synergy Financial Advisers Ltd in Singapore is seeking a Senior Relationship Manager to grow and manage a client portfolio with holistic financial advice, including needs analysis, solution recommendations, and regular reviews. The role is full-time, hybrid in Singapore with some remote work.

You will collaborate with internal teams to leverage technology and product expertise, build long-term relationships, monitor market developments, identify opportunities, and ensure compliant documentation