Job Description

About the Role

We are seeking a driven and customer-focused Relationship Manager to grow the high net-worth portfolio. You will acquire new clients, deepen existing relationships, and provide holistic wealth and financial solutions to help clients achieve their financial goals.

Key Responsibilities

Acquire and grow a portfolio of affluent clients.
Build trusted relationships and deliver personalised financial advice.
Identify client needs and recommend suitable wealth, investment, and banking solutions.
Drive sales, referrals, and customer acquisition through proactive prospecting and networking.
Keep clients informed of market trends and investment opportunities.
Deliver exceptional customer service and ongoing relationship management.
Organise and participate in client engagement, marketing, and business development activities.
Collaborate with internal partners to generate referrals and business opportunities.
Ensure full compliance with regulatory requirements, risk policies, and banking standards.

We regret that only shortlisted candidates will be notified.

EA Personnel: Linda Lim| EA Personnel No: R1221302 | EA License No:02C4944 | HP 8092 7381