Relationship Manager (Wealth Management)

Job Description

We are looking for a driven and relationship-oriented Relationship Manager (Wealth Management) to join our growing advisory team.

In this role, you will be responsible for developing and maintaining meaningful relationships with clients while gaining a deeper understanding of their financial priorities, aspirations, and long-term goals.

You will work closely with clients to provide personalised recommendations and ongoing support as their needs evolve.

This opportunity is ideal for individuals who enjoy working with people, are confident in building trust, and are motivated to develop a long-term career in wealth management and financial services.

Key Responsibilities

• Develop and maintain strong, long-term relationships with clients.
• Meet with clients to understand their financial goals, priorities, and changing needs.
• Conduct regular client reviews and follow-ups.
• Provide personalised recommendations based on clients' individual circumstances and objectives.
• Build and expand a professional network through referrals and relationship development.
• Maintain regular communication with clients and provide ongoing support.
• Keep up to date with relevant financial services knowledge and industry developments.
• Participate in structured training and professional development programmes.

Requirements

• Singaporean / PR
• Minimum Local Diploma Qualification
• Strong communication and interpersonal skills.
• Confident in engaging with and building relationships with people.
• Self-motivated, driven, and goal-oriented.
• Strong interest in developing a career in wealth management and financial services.
• Willingness to learn and develop professionally.
• Able to work independently and as part of a team.

What We Offer

• Structured training and mentorship.
• Flexible working arrangements.
• Performance-based remuneration and incentives.
• Clear career progression opportunities.
• Ongoing professional development.
• Supportive and collaborative team environment.

Why Join Us?

Strong relationships are at the heart of successful wealth management. As a Relationship Manager, you will have the opportunity to develop valuable client management skills, build a strong professional network, and grow alongside the clients you serve.

If you are someone who enjoys working with people, embraces challenges, and is motivated to build a long-term career with opportunities for personal and professional growth, we welcome you to apply.

Fresh graduates and career switchers are encouraged to apply.