Relationship Manager (Banking) [Up to 15k|AWS+Benefits|5 days]

apartmentRECRUIT NOW SINGAPORE PTE. LTD. placeYishun scheduleFull-time calendar_month22/3/25

Benefits:

Salary between $6,000 - $15,000 + commissions
5 day work week (Mon - Fri, 9am - 6pm)
Company emphasizes on good career progression

Our client, is a leader in providing innovative financial services and wealth management solutions. With a strong focus on personalized banking, they offer exclusive services designed to cater to the unique needs of high-net-worth individuals, ensuring tailored financial solutions to grow and protect wealth.

They are now seeking a dynamic and experienced Relationship Manager to join their team

Key Duties:

Develop and maintain strong relationships with high-net-worth individuals (HNWIs) and affluent clients.
Act as the primary point of contact for clients, addressing their banking and financial needs.
Provide personalized solutions and ensure that client expectations are met or exceeded
Understand clients’ financial goals and provide investment advice, wealth management, and financial planning.
Offer tailored banking products, including deposits, loans, and investment products.
Monitor and manage clients' portfolios, advising them on asset allocation, diversification, and risk management.
Proactively identify opportunities to cross-sell and upsell bank products, including credit cards, loans, insurance, and investment opportunities.
Work with internal teams to introduce new products and services to clients.

Job Requirements:

Good track record and demonstrated success as a Relationship Manager
At least 4 years’ experience as relationship manager in priority banking
Finance related fields studies relating to financial planning, portfolio reviews, asset allocations.
Understands the core concepts, principles, processes or procedures of Wealth Management and Banking
RNF & CMFAS Certificates
Experience from DBS, UOB would be highly advantageous

Daniel Wilson | Reg No.: R24125247

Recruit Now Singapore Pte Ltd | EA Licence No.: 21C0845

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