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Relationship Manager
tangspac search private limited

Relationship Manager

tangspac search private limited
3-6 Years
SGD 6,000 - 8,000 per month
  • Posted 2 days ago
  • Be among the first 10 applicants

Job Description

About the role

Manage, deepen, and grow a portfolio of HNW Offshore clients by providing tailored financial advice, market updates, and wealth management solutions. Conduct professional, consultative financial analysis to understand client aspirations and partner with product specialists to offer bespoke investment, insurance, and Treasury solutions.

Key responsibilities

  • Manage, deepen, and grow a portfolio of HNW Offshore clients by providing tailored financial advice, market updates, and wealth management solutions

  • Conduct professional, consultative financial analysis to understand client aspirations

  • Partner with product specialists to offer bespoke investment, insurance, and Treasury solutions

  • Achieve and exceed performance KPIs including AUM growth, revenue generation, and new client acquisition through proactive prospecting and referrals

  • Strictly adhere to policies, KYC/AML standards, and regulatory requirements to protect the bank and client interests

  • Deliver superior client experience by providing high-touch service and regular portfolio reviews

About you

  • Minimum 2 years experience as Relationship Manager or similar in a banking/financial institution setting

  • Degree holder in Finance, Banking or equivalent

  • Strong knowledge in wealth management products (equities, funds, treasury, structured products) and financial market

  • Excellent interpersonal, communication and negotiation skills

  • Relevant license ( bank will sponsor for 1st exam )

Please note only shortlisted candidates will be notified. Thank you

Interested candidates please email your CV to [Confidential Information]


R23115755 EA25C2690

More Info

Job Type:
Permanent Job
Industry:
Other
Employment Type:
Full time

Key Skills

Offshore Management
Client Acquisition
Banking Law
Achieving Kpis

Treasury System

Revenue Generation
Management

Client Reviews

market monitoring
Relationship Management

Compliance Policy

Wealth Management Services
Insurance

Product Consulting

Study Conduct

Client Investment Suitability

Last Updated: 21-10-2026 04:58:42 PM

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