Wealth Planning Manager | Multinational Bank

gravitas recruitment group (sg) pte. ltd.; Singapore; On-site; SGD 90,000 - 140,000; Full time

Job summary

gravitas recruitment group (sg) pte. ltd. is seeking a Relationship Manager to drive business growth by acquiring and managing Premier Banking clients, leveraging wealth management solutions within a global banking platform.

You will collaborate with investment, insurance and treasury specialists to deliver holistic financial planning and advisory services, manage a portfolio, and identify opportunities while promoting digital adoption and ensuring regulatory compliance.

Qualifications

• Degree in Business Administration, Finance, or related discipline.
• RNF and CFMAS certifications.
• Proven experience in client acquisition and relationship management.
• Experience managing affluent or high-net-worth clients.
• Strong knowledge of wealth management products, including investments, funds, equities, insurance, and treasury.
• Additional language proficiency relevant to effective communication with the client base.

Responsibilities

• Work closely with investment, insurance and treasury specialists to provide holistic wealth management solutions to Premier Banking clients.
• Manage and grow an assigned client portfolio, driving client acquisition, activation and funding to achieve Premier Banking balance requirements.
• Build and deepen relationships with existing clients through proactive engagement and regular financial reviews.
• Provide market insights and investment updates, identifying clients' financial needs and recommending suitable wealth management solutions.
• Deliver personalised financial planning and advisory services based on clients' financial goals and risk profiles.
• Identify new business opportunities through market analysis, referrals and effective portfolio management.
• Encourage digital adoption by educating clients on digital and remote banking channels to enhance their banking experience.
• Deliver exceptional client service while ensuring compliance with internal policies and regulatory requirements

Skills

Client acquisition

Relationship management

Wealth management

Financial advisory

Cross-functional collaboration

Education

Business/Finance degree

RNF and CFMAS certifications

Job description

Overview

Join our client as a Relationship Manager to drive business growth by acquiring and managing clients, leveraging banking and wealth management solutions within a global banking platform

Responsibilities

• Work closely with investment, insurance and treasury specialists to provide holistic wealth management solutions to Premier Banking clients.
• Manage and grow an assigned client portfolio, driving client acquisition, activation and funding to achieve Premier Banking balance requirements.
• Build and deepen relationships with existing clients through proactive engagement and regular financial reviews.
• Provide market insights and investment updates, identifying clients' financial needs and recommending suitable wealth management solutions.
• Deliver personalised financial planning and advisory services based on clients' financial goals and risk profiles.
• Identify new business opportunities through market analysis, referrals and effective portfolio management.
• Encourage digital adoption by educating clients on digital and remote banking channels to enhance their banking experience.
• Deliver exceptional client service while ensuring compliance with internal policies and regulatory requirements

Requirements

• Degree in Business Administration, Finance, or a related discipline
• RNF and CFMAS certifications
• Proven experience in client acquisition and relationship management
• Experience managing affluent or high-net-worth clients
• Strong knowledge of financial and wealth management products, including investments, funds, equities, insurance, and treasury
• Additional language proficiency relevant to effective communication with the client base and business needs