Relationship Manager (High Net Worth)

Location Singapore
Discipline Banking & Finance
Job Reference BBBH149402_1745312595
Salary S$7000 - S$8000 per month
Consultant Name Cabria Jireli Gem Mejia
Consultant Email [email protected]
Consultant Contact No. 62328815
EA License No. 02C3423
Consultant Registration No. R1434374

Key Responsibilities:

  • Provide outstanding client experiences.
  • Organised, follow-up leads, complete and record appointments, close customer requests
  • Support our clients to meet their financial needs, as they progress through their career and life-stages.
  • Build relationships for the long-term and understand client's financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.
  • Keep abreast of market trends, new product offerings and the latest campaigns

Qualifications:

  • Diploma or Degree in Finance, Business, or a related discipline.
  • Minimum 3 years of experience in Relationship Management within the Banking or Wealth Management sector.
  • Good understanding of Wealth Management products, services, and industry regulations.
  • Proven sales experience with a track record in managing affluent or high-net-worth clients.
  • Excellent communication, interpersonal, and relationship-building skills.
  • Ability to quickly learn and adapt to new financial products, platforms, and digital tools.
  • Holds relevant CMFAS certifications (e.g., M5, M6, M8, M9, M9A, HI) as required.
  • Self-motivated, resourceful, and results-driven with a high standard of personal integrity.
  • Comfortable working in a fast-paced, international, and team-oriented environment.
  • Agile mindset with the creativity and courage to challenge the norm and deliver client-focused outcomes.

Interested candidates may send in their resume and cover letter directly to [email protected] (R1434374), stating the position as the subject title in the email.

Jireli Gem Mejia Cabria EA License No.: 02C3423 Personnel Registration No.: R1434374

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