WealthTech Client Relationship Manager

moomoo; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A leading digital brokerage firm in Singapore is seeking a Client Relationship Manager to provide comprehensive financial support and build strong client relationships. The ideal candidate should have a background in finance, excellent communication skills, and at least one year of experience in banking or wealth management. The role offers a competitive compensation package and growth opportunities within the firm.

Benefits

Competitive total compensation package

Comprehensive insurance coverage

Diverse work environment

Qualifications

• Minimum of 1 year of relevant experience in banking or wealth management.
• Familiarity with private wealth management business processes.
• Holder of Monetary Authority of Singapore licenses.

Responsibilities

• Provide financial business support and maintain client relationships.
• Address financial inquiries and support account opening.
• Introduce wealth products based on client needs.

Skills

Financial analysis

Client relationship management

Communication in English and Mandarin

Education

Bachelor’s degree in Finance, Accounting, or related fields

Job description

A leading digital brokerage firm in Singapore is seeking a Client Relationship Manager to provide comprehensive financial support and build strong client relationships. The ideal candidate should have a background in finance, excellent communication skills, and at least one year of experience in banking or wealth management. The role offers a competitive compensation package and growth opportunities within the firm.