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PERSOL Singapore Pte Ltd

Relationship Manager

3-5 Years
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  • Posted 4 days ago
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Job Description

Brief Summary

Join a dynamic team dedicated to expanding your client portfolio in the APAC region. Utilize your expertise to provide tailored investment advice while actively engaging with clients and industry events.

Responsibilities

  • Collaborate with the team to develop and grow a personalized client portfolio in the APAC region. Deliver investment advice and support to clients while promoting available investment products. Create customized wealth planning solutions in cooperation with the estate planning unit. Regularly travel to meet new clients for onboarding and portfolio growth. Actively network through social media and attend events to connect with potential clients.

Requirements

  • A minimum of 3 years of experience in wealth management, preferably from banks or insurance companies. An established and transferable client base within the APAC region. A proactive approach to acquiring and onboarding new clients. Strong knowledge of investment products and relevant market dynamics. Familiarity with applicable regulations affecting clients wealth. Understanding of financial services, including compliance and cross-border regulations. Relevant industry accreditations (M5, M8, M8A, M9, M9A, & HI) are required.

More Info

About Company

PERSOL is Asia-Pacific’s leading Staffing and HR solutions partner, operating across 13 markets with deep local insight and regional scale. With more than 80 offices and decades of experience, we deliver integrated workforce solutions that are tailored, tech-enabled, and designed for the dynamic world of work.

We combine human expertise with smart technology to help organisations solve workforce challenges, unlock potential, and stay ahead of change. From recruitment and talent management to workforce strategy and advisory, our collaborative approach puts your goals at the centre.

In 2025, we came together under the PERSOL name — reflecting our bold vision for the future of work and our Group’s Vision: Work and Smile.

Whether you’re building teams, growing careers, or transforming how work gets done, we’re here.

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its local and overseas subsidiaries and affiliates to collect, use and disclose your personal data to prospective employers/companies based in any country for purposes of evaluating suitability for employment, conducting reference checks, administering employment related services, complying with Government’s health advisories and such other purposes stated in our Privacy Policy.

Our full Privacy Policy is available at https://www.persolsingapore.com/policies. If you wish to withdraw your consent, please drop us an email at "sg.dataprotection@persolapac.com" to let us know. Please feel free to contact us if you have any queries.

For more information, please visit www.persolsingapore.com

Job ID: 147915019

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