Job ID: 1070953

Key Responsibilities

Acquire and develop new-to-bank Premier Banking clients within the Singapore onshore market.
Build and manage long-term relationships with affluent and high-net-worth clients by understanding their financial goals and wealth management needs.
Provide holistic financial advisory and tailored wealth solutions across investments, insurance, treasury, and banking products.
Drive growth in Assets Under Management (AUM), revenue generation, and client portfolio expansion.
Stay updated on market movements, economic trends, and investment opportunities to provide timely insights and recommendations to clients.
Collaborate closely with internal product specialists and support teams to deliver a seamless client experience.
Consistently achieve and exceed individual sales and performance targets while maintaining high service standards and regulatory compliance.

Requirements

Minimum 1-3 years of experience as a Relationship Manager / Personal Banker / Wealth Relationship Manager within the banking and financial services industry.
Proven track record in client acquisition, wealth sales, and portfolio growth within the affluent or premier banking segment.
Strong understanding of wealth management products including unit trusts, insurance, structured products, FX, and treasury solutions.
Possess relevant CMFAS certifications (e.g. M5, M8, M8A, M9, M9A, HI, CM-EIP, CM-SIP).
Strong networking, relationship-building, and consultative sales skills.
Self-driven, sales-oriented, and motivated to succeed in a target-driven environment.
Excellent communication and interpersonal skills with the ability to engage affluent clients confidently.

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EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771

Wealth Relationship Manager (HNW)