Relationship Management Associate (Financial Services)

Build Relationships. Understand Goals. Grow Your Career.

Are you someone who enjoys connecting with people and building meaningful, long-term relationships

We are looking for a motivated Relationship Management Associate to join our financial services team. In this role, you'll work closely with clients to understand their financial needs and goals while gaining valuable exposure to financial planning, wealth solutions, client management, and business development.

Fresh graduates and individuals looking to start a career in financial services are welcome to apply. Training and mentorship will be provided.

What You'll Do

Build and maintain strong relationships with prospective and existing clients
Understand clients financial needs, priorities, and long-term goals
Support financial planning and needs-analysis discussions
Introduce relevant financial solutions based on clients needs
Conduct regular client follow-ups and relationship reviews
Assist with client onboarding, documentation, and servicing matters
Develop new client relationships through networking and outreach activities
Stay updated on financial products, market developments, and industry trends
Participate in structured training and professional development programmes

Who Should Apply

Diploma or Degree holders
Fresh graduates and entry-level candidates are welcome
Strong communication and interpersonal skills
Confident and comfortable interacting with different people
Enjoys building and maintaining professional relationships
Interested in financial services, wealth management, or financial planning
Self-motivated, proactive, and willing to learn
Goal-oriented with a positive attitude
Good organisational and time-management skills
No prior financial services experience required - training will be provided

Why Join Us

Structured Training - Develop your financial and client-management knowledge
Mentorship & Guidance - Learn from experienced professionals
Career Development - Build a long-term career within financial services
Industry Exposure - Gain hands-on experience in financial and wealth solutions
Professional Growth - Strengthen your communication, relationship management, and business skills
Supportive Environment - Grow alongside a driven and collaborative team

Ready to Build Your Future

If you're passionate about working with people and want to build a career that combines relationship management with financial services, we'd love to hear from you.

Apply today and take the next step in your financial services career.