Bukit Merah - Relationship Manager | Well Establish Bank!

apartmentOctomate placeBukit Merah scheduleFull-time calendar_month17/4/25

As a Relationship Manager, you will provide comprehensive financial solutions to clients by offering a wide range of investment, insurance, and banking products. Your primary goal is to help clients achieve their wealth accumulation, protection, and retirement planning goals, while meeting or exceeding your own sales targets and maintaining high service standards.

Key Responsibilities:

Build strong client relationships and develop new business opportunities through leads, referrals, and outreach.
Conduct financial needs analysis to understand client goals and recommend suitable solutions.
Advise clients on investment products, life and general insurance, and banking services.
Stay current with market trends and product knowledge to provide effective wealth planning advice.
Ensure all regulatory and compliance standards (MAS, AML, KYC) are met.
Collaborate with internal stakeholders (product specialists, branch staff) to deliver holistic solutions.

Requirements:

Diploma or Degree in Finance, Business, Economics, or related fields
Minimum 1–3 years of experience in wealth advisory, relationship management, or financial planning is a plus
CMFAS Certifications: M5, M9, M9A, HI (M8/M8A for ILPs is a plus)
Strong communication and interpersonal skills
Sales-driven with a strong customer service mindset
Familiar with investment and insurance products, and risk profiling
Digitally savvy and adaptable to new technology tools

Hans Li

R1215346

EA license 23C1980

electric_boltImmediate start

Indoor Relationship Manager (Telesales Executive) - Bukit Merah

apartmentAdeccoplaceBukit Merah

Workplaces in Singapore by the global institute Great Place to Work since 2020. We are looking for an Indoor Relationship Manager (Telesales Executive) to join their business. Seeking for a candidate who are sales driven, passionate for work, "can do" spirit...

thumb_up_altRecommended

Relationship manager - transportation/ automotive, corp banking

placeSingapore River, 2 km from Bukit Merah

about the company Our client is an growing regional corporate bank with a strong global client outreach has an approved headcount for a corporate banking Relationship Manager, Large Corporates. about the job • Originate new business relationships...

business_centerHigh salary

Assistant Relationship Manager, Japan - Bukit Merah

apartmentBANK OF SINGAPORE LIMITEDplaceBukit Merah

Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking clients. Responsbilities: • Provide administrative and client service support...