Wealth Relationship Manager – Affluent Banking (Singapore)

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

Job summary

Adecco Portugal's client, a well-established financial services institution, seeks an experienced Relationship Manager to lead an affluent banking portfolio in Singapore. You will manage high-value clients, offering tailored banking, investment and wealth management solutions.

The role emphasizes proactive relationship management, regular portfolio reviews and collaboration with product specialists to deliver holistic financial strategies.

Qualifications

• The candidate holds a degree in Finance, Business, Economics or a related discipline.
• Minimum 5 years of experience in Premier Banking, Priority Banking, Wealth Management, Private Banking or Affluent Relationship Management.
• Strong understanding of investment products, wealth management solutions and financial markets.
• Proven ability to grow a portfolio of affluent or high-value clients.

Responsibilities

• Manage and grow a portfolio of affluent and high-value clients with tailored financial solutions.
• Build long-term client relationships through proactive relationship management and service.
• Recommend wealth management, investment and banking solutions aligned with client objectives.
• Conduct regular portfolio reviews and identify opportunities to deepen relationships.
• Provide market insights and updates to support informed decisions.
• Identify new business opportunities through referrals and networking.
• Collaborate with product specialists to deliver holistic solutions.
• Drive portfolio growth via new client acquisition, cross-selling and relationship deepening.
• Ensure all interactions comply with regulatory requirements and internal policies.

Skills

Relationship management

Business development

Communication

Interpersonal skills

Consultative selling

Education

Finance/Business/Economics degree

Job description

Adecco Portugal's client, a well-established financial services institution, seeks an experienced Relationship Manager to lead an affluent banking portfolio in Singapore. You will manage high-value clients, offering tailored banking, investment and wealth management solutions.

The role emphasizes proactive relationship management, regular portfolio reviews and collaboration with product specialists to deliver holistic financial strategies.