Wealth Relationship Advisor | Hybrid, Commission

white society pte. ltd.; Singapore; Hybrid; SGD 60,000 - 100,000; Full time

Benefits offered by this job

Structured Training & Mentorship

Performance-Based Remuneration

Flexible Working: Hybrid work

Job summary

white society pte. ltd. is seeking a Client Relationship Manager in Singapore to build enduring client relationships as their primary financial contact, delivering tailored advice and ongoing planning.

The role focuses on client engagement, holistic financial planning across protection, investments and retirement, and regular reviews to ensure plans stay aligned with life goals. A client-first mindset and strong communication are essential for success in a professional advisory environment.

Qualifications

• Diploma or Degree required.
• Strong interpersonal and communication skills.
• A client-first mindset with a genuine desire to help clients achieve financial goals.
• Self-motivated, disciplined and driven in a professional advisory role.
• Experience in banking, insurance or wealth management is a plus for experienced candidates.

Responsibilities

• Client Engagement & Acquisition: Build and grow a sustainable client base, managing a portfolio of relationships.
• Holistic Financial Planning: Conduct in-depth reviews to understand goals, risk tolerance and finances; develop bespoke plans for protection, investment and retirement.
• Ongoing Service & Review: Engage regularly with clients, provide updates, conduct performance reviews and keep plans on track.

Skills

Interpersonal skills

Client-focused

Communication skills

Education

Diploma or Degree

Job description

white society pte. ltd. is seeking a Client Relationship Manager in Singapore to build enduring client relationships as their primary financial contact, delivering tailored advice and ongoing planning.

The role focuses on client engagement, holistic financial planning across protection, investments and retirement, and regular reviews to ensure plans stay aligned with life goals. A client-first mindset and strong communication are essential for success in a professional advisory environment.