Senior Wealth Relationship Manager

ADECCO PERSONNEL PTE LTD; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

ADECCO PERSONNEL PTE LTD, in partnership with a leading international bank, is recruiting a Senior Wealth Relationship Manager in Singapore. You will acquire, manage, and grow a portfolio of affluent clients while delivering top-tier financial advisory services using a broad range of competitive products.

The role demands building enduring client relationships, staying abreast of market trends, and tailoring investment and insurance solutions to meet high-net-worth clients' objectives.

Qualifications

• Bachelor's Degree or diploma in any discipline.
• Min 3 years of Premier Relationship Manager experience.
• CMFAS certifications.
• Good knowledge of investment and insurance products.

Responsibilities

• Provide financial advisory services and investment solutions to affluent and high-net-worth clients.
• Acquire and maintain strong long-term relationships with existing and prospective customers.
• Stay informed of market trends, industry developments and competitor offerings to ensure clients receive the best possible advice and financial products.

Skills

Financial advisory

Wealth investments

Relationship management

Education

Bachelor's Degree or Diploma

Job description

Adecco is partnering with a well-established international bank with strong presence in Asia to hire Senior Wealth Relationship Managers.

The incumbent will be responsible for acquiring, managing and growing a portfolio of affluent clients, while delivering top-tier financial advisory services using a wide range of competitive financial products available in the market.

Responsibilities

• To provide financial advisory services as well as appropriate financial and investment solutions and advice to affluent and high-net-worth clients.
• Acquire and maintain strong long-term relationships with exisiting and prospect customers
• Stay informed of market trends, industry developments and competitor offerings to ensure clients receive the best possible advice and financial products.

Requirements

• Bachelor's Degree or min diploma in any discipline.
• Min 3 years of Premier Relationship Manager experience (Candidates with lesser experience will be considered for junior relationship manager position)
• CMFAS certifications
• Good knowledge of investment and insurance products.

*We regret to inform that only shortlisted applicants will be notified*

EA License No: 91C2918

Personnel Registration Number: R23111972