Senior Wealth Relationship Manager - Onshore

CIMB Singapore; Singapore; On-site; SGD 150,000 - 230,000; Full time

Job summary

CIMB Singapore, a leading ASEAN bank, seeks a Senior Relationship Manager for CIMB Preferred Onshore in Singapore. You will manage a high-net-worth client portfolio, delivering tailored wealth management solutions and coordinating with product and operations teams to ensure top-tier service.

The role emphasizes proactive client engagement, achieving revenue targets, and staying compliant with regulations. Strong communication and advisory skills are essential for success in this dynamic,

Qualifications

• Strong relationship management and client advisory skills.
• Solid knowledge of wealth management, investment products, insurance solutions, and banking services, including conventional and Islamic offerings.
• Excellent communication, negotiation, and presentation skills, with the ability to explain complex financial concepts clearly.
• Demonstrated ability to meet sales, revenue, and portfolio growth targets in a competitive financial services environment.
• Sound understanding of regulatory requirements, risk management, and compliance standards in Singapore’s banking and wealth management sector.

Responsibilities

• Manage and grow a portfolio of high-net-worth and affluent clients.
• Provide personalized advisory and tailored wealth management solutions.
• Collaborate with product, operations, and compliance teams to deliver end-to-end service.
• Achieve sales, revenue, and portfolio growth targets.
• Engage in client events and networking to acquire new clients.

Skills

Relationship management

Client advisory

Wealth management

Regulatory compliance

Communication skills

Portfolio growth

Education

Bachelor’s degree in Finance/Business/Economics

CMFAS/CFP/CFA a plus

Job description

CIMB Singapore, a leading ASEAN bank, seeks a Senior Relationship Manager for CIMB Preferred Onshore in Singapore. You will manage a high-net-worth client portfolio, delivering tailored wealth management solutions and coordinating with product and operations teams to ensure top-tier service.

The role emphasizes proactive client engagement, achieving revenue targets, and staying compliant with regulations. Strong communication and advisory skills are essential for success in this dynamic,