Relationship Manager
3 weeks ago
Location: Singapore
Company: Summit Planners Crusaders Pte Ltd
Employment Type: Full-Time, Hybrid
At Summit Planners Crusaders Pte Ltd, we are a trusted One-Stop Integrated Financial Services Provider offering innovative and tailored financial solutions to individuals and businesses. From wealth management and estate planning to insurance and investment advisory, our goal is to help clients achieve financial freedom while fostering long-term relationships built on trust and excellence.
Are you ready to embrace challenges, think like an entrepreneur, and excel in the world of financial services? We’re looking for a dynamic and driven Relationship Manager to join our team and take your career to the next level.
What You’ll DoAs a Relationship Manager, you will play a crucial role in delivering exceptional financial solutions, cultivating strong client relationships, and driving business growth.
Key Responsibilities:- Build Strong Client Relationships: Develop and nurture long-lasting relationships with clients, understanding their financial needs and goals.
Serve as a trusted advisor, providing personalized wealth management solutions. - Drive Business Growth: Identify and pursue new business opportunities through referrals, networking, and targeted outreach.
Develop and execute sales strategies to achieve and exceed targets. - Deliver Wealth Management Solutions: Provide expert guidance on financial planning, investments, insurance, and estate planning.
Conduct regular portfolio reviews and recommend adjustments to align with clients’ objectives. - Showcase an Entrepreneurial Mindset: Approach challenges with creativity and confidence, proactively seeking opportunities for growth.
Take ownership of your client base and contribute to the company’s success. - Stay Ahead of the Curve: Stay updated on financial markets, trends, and products to deliver informed advice.
Ensure compliance with regulatory standards and internal policies.
- Educational Qualifications: Minimum Polytechnic Diploma or higher.
- Skills & Attributes: Entrepreneurial mindset with a passion for challenges and innovation.
Excellent interpersonal and communication skills to build rapport and inspire trust.
Strong client relationship management, wealth management, and business development expertise.
Proven sales skills with a track record of achieving targets. - Certifications: CMFAS certification is advantageous but not mandatory.
- Attractive Compensation: Competitive salary with performance-based bonuses.
- Incentive Trips: Yearly trips to reward and celebrate your success.
- Recognition: Awards and accolades to recognize your outstanding achievements.
- Career Advancement: Clear growth pathways in a supportive and dynamic work environment.
- Supportive Culture: A team-oriented environment that fosters collaboration, innovation, and success.
At Summit Planners Crusaders, we don’t just offer a job—we offer a journey of growth, rewards, and meaningful impact. You’ll have the opportunity to shape your career, unlock your potential, and achieve extraordinary success, all while transforming the lives of your clients.
If you’re ready to challenge yourself, inspire others, and redefine success, we want you on our team
Tell employers what skills you have
Wealth Management
Referrals
Investment Advisory
Middle Office
Maintaining Strong Client Relationships
Wealth Management Services
Financial Planning
Good Interpersonal Communication Skills
Investments
Relationship Management
Networking
Estate Planning
Communication Skills
Business Development
Financial Services
-
Singapore RELATIONSHIP STUDIO PTE. LTD. Full timeAbout UsRelationship Studio Pte. Ltd. is a Training Provider that goes beyond the books and traditional theories to discover your strengths, blind spots, and needs. We coach you on managing sensitivity in every relationship and recommend what works best – helping you achieve a high self-mastery level of self-awareness and personality integration.An...
-
Human Resources Generalist
4 weeks ago
Singapore RELATIONSHIP STUDIO PTE. LTD. Full timeJob SummaryWe are seeking an experienced Human Resources Generalist to join our team at RELATIONSHIP STUDIO PTE. LTD.About UsRELATIONSHIP STUDIO PTE. LTD. is a Training Provider that delivers high-quality training programs designed to help individuals achieve personal growth and self-awareness.Our company values include being passionate about making a...
-
Senior Administrative Coordinator
4 weeks ago
Singapore RELATIONSHIP STUDIO PTE. LTD. Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Senior Administrative Coordinator to support our HR and Admin functions at Relationship Studio PTE. LTD.The successful candidate will be responsible for providing administrative assistance, coordinating employee training sessions, managing employee records, and maintaining compliance with local...
-
Singapore RELATIONSHIP STUDIO PTE. LTD. Full timeJob Title: Work as a Competency Evaluator for our WSQ Course Company OverviewWe are Relationship Studio Pte. Ltd., a Training Provider that goes beyond traditional theories to discover your strengths, blind spots and needs. We coach you on managing sensitivity in every relationship, and recommend what works best – helping you achieve a high self-mastery...
-
Relationship Manager
1 day ago
Singapore MARGIN WHEELER PTE. LTD. Full timeRoles & ResponsibilitiesRelationship Manager Responsibilities: Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing...
-
Relationship Manager
1 day ago
Singapore MARGIN WHEELER PTE. LTD. Full timeRoles & ResponsibilitiesRelationship Manager Responsibilities: Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing...
-
Relationship Manager
4 weeks ago
Singapore ACHIEVE CAREER CONSULTANT PTE LTD Full timeRoles & ResponsibilitiesOur Client is seeking for a Relationship Manager (Onshore/Offshore) to maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Clients Segment.ABOUT THE ROLE: Conduct professional financial analysis sessions to meet customer needs and...
-
Relationship Manager
3 weeks ago
Singapore ACHIEVE CAREER CONSULTANT PTE LTD Full timeRoles & ResponsibilitiesOur Client is seeking for a Relationship Manager (Onshore/Offshore) to maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Clients Segment.ABOUT THE ROLE: Conduct professional financial analysis sessions to meet customer needs and...
-
Relationship Manager
1 day ago
Singapore This is an IT support group Full timeResponsibilities We are looking for qualified wealth-planning professionals to join our Retail Banking team. As a Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions. With a focus on forging long-term relationships with our mass-affluent...
-
Relationship Manager
4 weeks ago
Singapore ST RECRUITMENT CENTRE Full timeJob OverviewWe are seeking a highly skilled and motivated Relationship Manager to join our team at ST RECRUITMENT CENTRE. In this role, you will be responsible for building and maintaining strong relationships with customers, ensuring timely payment of bills, and providing exceptional customer support.About the RoleThis is an exciting opportunity for a...
-
Relationship Manager
3 weeks ago
Singapore RANDSTAD PTE. LIMITED Full timeRoles & Responsibilitiesabout the companyOur client is one of the largest banks in the world. They offer a full-suite of banking services to meet the needs of customers across the world. They continually invest in people and technology to create the best banking experience, and strongly believe in supporting the growth ambitions of its stakeholders.about the...
-
Relationship Manager
3 weeks ago
Singapore RANDSTAD PTE. LIMITED Full timeRoles & Responsibilitiesabout the companyOur client is one of the largest banks in the world. They offer a full-suite of banking services to meet the needs of customers across the world. They continually invest in people and technology to create the best banking experience, and strongly believe in supporting the growth ambitions of its stakeholders.about the...
-
Relationship Manager
6 days ago
Singapore BANK OF CHINA LIMITED Full time $3,500 - $5,000ResponsibilitiesWe are looking for qualified wealth-planning professionals to join our Retail Banking team. As a Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions. With a focus on forging long-term relationships with our mass-affluent...
-
Marketing Intern
3 weeks ago
Singapore RELATIONSHIP STUDIO PTE. LTD. Full timeRoles & ResponsibilitiesAbout UsWe are a Training Provider that goes beyond the books and traditional theories to discover your strengths, blind spots and needs, coach you on managing the sensitivity in every relationship, and recommend what works best – helping you achieve a high self-mastery level of self-awareness and personality integration. We also...
-
Marketing Intern
3 weeks ago
Singapore RELATIONSHIP STUDIO PTE. LTD. Full timeRoles & ResponsibilitiesAbout UsWe are a Training Provider that goes beyond the books and traditional theories to discover your strengths, blind spots and needs, coach you on managing the sensitivity in every relationship, and recommend what works best – helping you achieve a high self-mastery level of self-awareness and personality integration. We also...
-
Relationship Manager
3 weeks ago
Singapore MATCH RESOURCES PTE. LTD. Full timeRoles & ResponsibilitiesResponsibilities: Assist in the development of Customer Relationship Management (CRM) which includes Investor Capital relationship management, Investors database, and capital raising process and methodology of the Company, including but not limited to assisting client on boarding, assisting in the investors KYC/AML requirements, and...
-
Relationship Manager
2 months ago
Singapore MATCH RESOURCES PTE. LTD. Full timeRoles & ResponsibilitiesResponsibilities: Assist in the development of Customer Relationship Management (CRM) which includes Investor Capital relationship management, Investors database, and capital raising process and methodology of the Company, including but not limited to assisting client on boarding, assisting in the investors KYC/AML requirements, and...
-
Relationship Manager
3 weeks ago
Singapore FUNDING SOCIETIES PTE. LTD. Full timeRoles & ResponsibilitiesFunding Societies | Modalku is the largest SME digital financing platform in Southeast Asia. We are licensed in Singapore, Indonesia, Thailand, and registered in Malaysia. We are backed by Sequoia India and Softbank Ventures Asia Corp amongst many others and provides business financing to small and medium-sized enterprises (SMEs),...
-
Relationship Manager
4 weeks ago
Singapore FUNDING SOCIETIES PTE. LTD. Full timeRoles & ResponsibilitiesFunding Societies | Modalku is the largest SME digital financing platform in Southeast Asia. We are licensed in Singapore, Indonesia, Thailand, and registered in Malaysia. We are backed by Sequoia India and Softbank Ventures Asia Corp amongst many others and provides business financing to small and medium-sized enterprises (SMEs),...
-
WSQ Assessor
3 weeks ago
Singapore RELATIONSHIP STUDIO PTE. LTD. Full timeAbout UsWe are a Training Provider that goes beyond the books and traditional theories to discover your strengths, blind spots, and needs, coach you on managing the sensitivity in every relationship, and recommend what works best – helping you achieve a high self-mastery level of self-awareness and personality integration. We also access your motivations,...