Relationship Manager, Priority Private Banking

RANDSTAD PTE. LIMITED

D01 Marina, Raffles Place, People's Park, Cecil, 1 RAFFLES PLACE ONE RAFFLES PLACE 048616
Sgd 9,000 - 15,000 / monthly pm
On-site
Wealth management
Upselling
Referrals
Principal Responsibilities: Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients. Oversee the total wealth of clients, matching financial and investment product solutions to their needs. Demonstrate a genuine interest in customers, helping them achieve their financial goals. Collaborate with Product Specialists to provide advanced technical support and address multiple client needs. Promote services to potential clients, explore their needs, and refer them to relevant business units when necessary. Requirements: University-level education, preferably in finance, business, or a related field. >6 years of experience in a client-facing environment within banking with strong relationship-building skills. Proven sales ability with a customer-centric approach and excellent communication and interpersonal skills. A strong understanding of financial markets and a genuine interest in staying informed. Independent mindset with the ability to perform effectively under pressure. Relevant CMFAS certificates To apply online please use the apply function(EA: 94C3609/ R21103354)

Job Summary

  • Principal Responsibilities: Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients
  • Oversee the total wealth of clients, matching financial and investment product solutions to their needs
  • Demonstrate a genuine interest in customers, helping them achieve their financial goals

Matching Summary

Match Score: 85

Principal Responsibilities: Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients. Oversee the total wealth of clients, matching financial and investment product solutions to their needs. Demonstrate a genuine interest in customers, helping them achieve their financial goals. Collaborate with Product Specialists to provide advanced technical support and address multiple client needs. Promote services to potential clients, explore their needs, and refer them to relevant business units when necessary. Requirements: University-level education, preferably in finance, business, or a related field. >6 years of experience in a client-facing environment within banking with strong relationship-building skills. Proven sales ability with a customer-centric approach and excellent communication and interpersonal skills. A strong understanding of financial markets and a genuine interest in staying informed. Independent mindset with the ability to perform effectively under pressure. Relevant CMFAS certificates To apply online please use the apply function(EA: 94C3609/ R21103354)

Salary

SGD 9,000 - 15,000 / Monthly

Skills & Requirements

Must-have

  • Wealth Management
  • Upselling
  • Referrals
  • Due Diligence
  • Tolerance

Nice-to-have

  • Wealth
  • Private Banking
  • Compliance
  • Scratch
  • Networking
  • Advocate
  • Financial Analysis
  • Banking
  • Diplomacy
  • Technical Support

Key Requirements

  • Minimum 4 years experience

Work Rights

Tailored Resume

Cover Letter