Premier Wealth Relationship Manager

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)  

[email protected]

I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

We are currently seeking a high-calibre professional to join our team as a Premier Wealth Relationship Manager.

In this role, you will:

• Collaborate with wealth management specialists, including investment, insurance, and treasury experts, to deliver comprehensive financial solutions to clients.
• Manage and grow a portfolio of clients by building relationships and encouraging them to achieve targeted account balances.
• Promote digital-first banking solutions by guiding clients towards online and remote service channels for greater convenience and efficiency.
• Provide clients with relevant market insights, understand their financial objectives, and recommend suitable wealth management solutions.
• Conduct market research and analysis to identify potential opportunities, strengthen portfolio quality, and provide diversified solutions.
• Deliver financial planning and advisory services that are aligned with clients’ goals, preferences, and investment profiles.
• Take a proactive approach to relationship management by strengthening existing client connections and creating opportunities for long-term growth.
• Understand clients’ financial requirements and recommend appropriate solutions while delivering a high standard of client experience.
  

What we are looking for:

• Possess strong academic qualifications and sound knowledge of wealth management, with proven experience managing client portfolios in personal or premier banking environments.
• Demonstrate a strong understanding of financial markets, investment products, and wealth management concepts.
• Have excellent relationship management skills and the ability to work independently while collaborating effectively with different stakeholders.
• Possess an outgoing personality with strong communication and interpersonal abilities.
• Be a grounded, resilient individual with an entrepreneurial mindset who can thrive both independently and within a collaborative team environment.
• Be highly motivated, performance-driven, and able to succeed in a challenging environment by identifying and addressing clients’ financial and wealth management needs.
  

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.