Wealth Management Relationship Manager – Affluent Clients

Ambition; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Ambition, on behalf of a leading international foreign bank, seeks a Relationship Manager for Premier Banking - Private Client in Singapore. The role targets acquiring and managing affluent clients (Onshore & Offshore) with AUM of S$1.5M and above, delivering tailored financial advice and cross-sell opportunities.

The ideal candidate holds a recognized university degree with 5+ years wealth management sales experience, deep knowledge of investment products, strong interpersonal and

Qualifications

• Recognized university degree
• 5+ years wealth management sales experience
• Knowledge of investment products (unit trusts, bancassurance, treasury)
• Strong interpersonal and tele-consulting skills
• Independent and team player with drive to exceed sales quota

Responsibilities

• Acquire and prospect new Premier Banking - Private Client (Onshore & Offshore) clients (AUM S$1.5 million & above)
• Develop and strengthen relationships with the Bank per business goals
• Contribute to profit and growth targets for Premier Private Client
• Manage relationships with affluent customers with consultative financial analysis
• Upsell/cross-sell and provide market updates and trend analysis
• Ensure superior customer service and overall customer experience for Premier Private Client

Education

Recognized university degree

Job description

Ambition, on behalf of a leading international foreign bank, seeks a Relationship Manager for Premier Banking - Private Client in Singapore. The role targets acquiring and managing affluent clients (Onshore & Offshore) with AUM of S$1.5M and above, delivering tailored financial advice and cross-sell opportunities.

The ideal candidate holds a recognized university degree with 5+ years wealth management sales experience, deep knowledge of investment products, strong interpersonal and