Wealth Relationship Manager

Responsibilities

• Conduct consultative financial needs analysis sessions to understand clients' financial goals and recommend appropriate solutions.
• Support the development and management of client relationships through regular engagement, market updates, and product information.
• Introduce and promote a range of banking and wealth management solutions, including investments, bancassurance, and loans.
• Assist in delivering personalized financial strategies aligned with clients' risk profiles and objectives.
• Participate in branch initiatives, client engagement activities, and business development efforts

Requirements

• Local Diploma or Degree in any discipline.
• Strong interest in financial advisory, wealth management, and client-facing roles .
• Self-motivated, results-oriented, and willing to work in a target-driven environment.
• Good communication and interpersonal skills.
• Career switchers are welcome to apply.
• Only shortlisted applicants will be contacted. All applications will be kept in our database for future career opportunities.
• Your application will be handled in accordance with our company's Privacy Policy, available here: https://goodjobcreations.com.sg/en/privacy-policy/
• EA Personnel Name: Gabriel Tan
• EA Personnel Reg. No.: R22104076
• EA Licence No.: 07C5771

Additional Information

JOB ID: 1059795

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