Wealth & Relationship Manager

STATE BANK OF INDIA; Singapore; On-site; SGD 48,000 - 72,000; Full time

Job summary

State Bank of India (SBIS) in Singapore seeks a sales and advisory professional to market retail banking and investment products, upsell services, and provide wealth management guidance. You will ensure adherence to KYC/CDD and AML rules, and report outcomes to management in a fast-paced banking environment.

The role focuses on delivering customer-focused advisory services, maintaining regulatory compliance, and contributing to cross-sell opportunities across the SBIS product suite in Singapore.

Qualifications

• Minimum 1–2 years of sales experience in financial products and services.
• Strong knowledge of banking, wealth management and insurance products.
• Good understanding of local regulatory requirements in Singapore.
• CMFAS certification required (M5, M8, M8A, M9, M9A, HI, BCP, PGI).

Responsibilities

• Market a range of retail banking and investment products.
• Upsell and cross-sell the Bank's suite of products and services.
• Offer advisory service recommending suitable wealth management products.
• Maintain knowledge of internal policies and regulatory guidelines.
• Report sales activities and results to management.
• Ensure compliance with KYC/CDD and AML guidelines.
• Identify opportunities from customer feedback to improve products, services or process.
• Support technology initiatives to enhance customer convenience.

Skills

Customer focus

Interpersonal skills

Banking knowledge

Compliance knowledge

Education

Bachelor’s degree or equivalent in Banking/Finance

Job description

State Bank of India (SBIS) in Singapore seeks a sales and advisory professional to market retail banking and investment products, upsell services, and provide wealth management guidance. You will ensure adherence to KYC/CDD and AML rules, and report outcomes to management in a fast-paced banking environment.

The role focuses on delivering customer-focused advisory services, maintaining regulatory compliance, and contributing to cross-sell opportunities across the SBIS product suite in Singapore.