Senior Relationship Manager [Priority Banking - Onshore]

Responsibilities

• Conduct in‑depth financial needs analysis and client profiling to understand investment goals and risk appetite.
• Build and strengthen long‑term client relationships through regular portfolio reviews, market insights, and wealth advisory discussions.
• Provide informed recommendations on local and international banking and wealth management products.
• Partner with team managers to develop monthly action plans to achieve and exceed individual and team sales targets.
• Support client acquisition and business growth through participation in marketing and promotional initiatives.
• Ensure all activities comply with regulatory requirements, internal policies, and ethical standards.

Requirements

• Minimum 2 years of experience in relationship management within banking or financial services.
• Strong understanding of wealth management concepts, priority banking offerings, and banking processes.
• Knowledge or experience in offshore markets is an added advantage.
• Excellent communication and interpersonal skills with a client‑centric advisory approach.
• Degree from a recognised institution.
• We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.
• Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/
• EA Personnel Name: Tung Chi Jun (Deng Zijun)
• EA Personnel Reg. no.: R25157470
• EA License no.: 07C5771

Additional Information

[Job ID: 1070953] Job Summary: An exciting opportunity to manage and grow high‑net‑worth client portfolios by delivering tailored onshore wealth and priority banking solutions.

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