Relationship Manager, Wealth Management

2 weeks ago


Singapore BTI Executive Search Pte Ltd Full time

Your key responsibilities include the following:

  • Providing personalized financial advice to clients based on their unique needs and financial goals.
  • Delivering exceptional service and building strong relationships with clients, fostering trust and long-term partnerships.
  • Offering a wide range of banking and investment solutions to meet clients' financial objectives.
  • Proactively identifying and pursuing new business opportunities through networking, prospecting, and leveraging existing client relationships.
  • Collaborating with internal teams, such as the product or investment team to deliver integrated solutions and exceptional client experiences.
  • Staying updated with market trends, economic developments, and financial regulations to provide up-to-date advice and guidance to clients.
  • Ensuring compliance with regulatory requirements and internal policies while maintaining accurate client records.

To be successful in this role, you should possess the following qualifications:

  • Min 2 years of affluent banking experience or 4+ years of mass banking experience.
  • Self-driven, highly motivated, and a team player.
  • Excellent communication and interpersonal skills to build trust and rapport with clients.
  • Proven track record of meeting and exceeding KPI and revenue goals.
  • Ability to work independently, manage a client portfolio, and prioritize tasks effectively.
  • Possession of CMFAS certification would be advantageous.


If you are keen to explore and have a confidential chat, feel free to share your resume by applying for this role.

EA License No. 16S8296 RCB No. 201417088Z EA Reg No. R24123534 (Seow Xin Ling)

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to BTI Executive Search Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.btiexecutivesearch.com/privacy-policy/. You acknowledge that you have read, understood, and agree with the Privacy Policy.

For more information, please visit https://www.btiexecutivesearch.com/



  • Singapore Bank Negara Indonesia Full time

    Job DescriptionKey Responsibilities:Collaborate with the Wealth Management team to provide comprehensive solutions to high-net-worth clients.Deliver regular market updates and financial planning services to clients, understanding their needs and recommending suitable wealth management products.Conduct ongoing market analysis to identify potential client...

  • Relationship Manager

    2 weeks ago


    Singapore Fargo Wealth Group Limited Full time

    **Key Responsibilities:** 1. **Client Relationship Management:**    - Develop, manage, and nurture strong relationships with HNW and UHNW clients across the Asia market.    - Act as the primary point of contact, offering personalized financial and investment advice.    - Conduct regular portfolio reviews and meetings to ensure alignment with clients'...


  • Singapore Ying Tai Full time

    As a Wealth Relationship Manager, your roles & responsibilities will include:Actively acquire and prospect new customers.Strong networking and communication skills to hunt and grow customers in respective market.Develop and strengthen client relationships in accordance with relevant business goals.Manage the relationships with new and existing affluent...


  • Singapore Ying Tai Full time

    As a Wealth Relationship Manager, your roles & responsibilities will include: Actively acquire and prospect new customers. Strong networking and communication skills to hunt and grow customers in respective market. Develop and strengthen client relationships in accordance with relevant business goals. Manage the relationships with new and existing affluent...


  • Singapore Talentvis Singapore Pte. Ltd. Full time

      About the Company: Join a prestigious and forward-thinking financial institution renowned for its commitment to delivering exceptional private wealth management services to high-net-worth individuals. Our client prides itself on fostering long-lasting relationships built on trust, personalized service, and a deep understanding of clients’ financial...


  • Singapore United Overseas Bank Full time

    Wealth Banking Relationship Manager Posting Date: 3 Sep 2024 Location: Singapore, SG Company: 3677 About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in...

  • Wealth Manager

    2 months ago


    Singapore Fortitude Assurance Management Full time

    Assisting Wealth Manager in their operations and day to day activities. Developing yourself with Marketing, Operations, Human Resources, Public Relations and Sales related skill sets


  • Singapore HSBC Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Relationship Manager to join our team at HSBC. As a key member of our Wealth Management team, you will be responsible for providing exceptional customer service and building strong relationships with our high net worth clients.Key ResponsibilitiesProvide personalized service to our premier...

  • Wealth Manager

    2 months ago


    Singapore Fortitude Assurance Management Full time

    Assisting Wealth Manager in their operations and day to day activities. Developing yourself with Marketing, Operations, Human Resources, Public Relations and Sales related skill sets


  • Singapore Ying Tai Full time

    As a Wealth RelationshipManager, your roles & responsibilities willinclude: Actively acquire andprospect new customers. Strong networking andcommunication skills to hunt and grow customers in respectivemarket. Develop and strengthen clientrelationships in accordance with relevant businessgoals. Manage the relationships with new andexisting affluent...


  • Singapore HSBC Full time

    Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • Singapore United Overseas Bank Full time

    Manager/ AVP, Wealth Banking Relationship Manager Posting Date: 18 Jul 2024 Location: Singapore, SG Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we...


  • Singapore United Overseas Bank Full time

    Manager/ AVP, Wealth Banking Relationship Manager Posting Date: 16 Aug 2024 Location: Singapore, SG Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we...


  • Singapore Ares Management Corporation Full time

    Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we...


  • Singapore Hays Full time

    Relationship Manager Your new company This global leader in the banking sector is looking for a Relationship Manager to join their established retail banking team. The bank prides itself on its strong branding in the market and excellent working and people's culture. Your new role This is a client-facing role, based in a customer-centric environment of...


  • Singapore HSBC Full time

    Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • Singapore CMB International Capital Corporation Limited Full time

    Job Responsibilities Support Relationship Managers to provide excellent service to high net-worth clients so as to achieve client retention Understand client requirements and assist relationship managers in daily maintenance of account relationships Initiate account openings/closures/update instruction checklists and interface with client to ensure...


  • Singapore Partners Group Full time

    About the RoleWe are seeking a highly skilled and experienced Private Wealth Relationship Manager to join our team in Singapore. As a key member of our Private Wealth APAC Client Solutions team, you will be responsible for building and maintaining relationships with private wealth channels across the region.Key ResponsibilitiesDevelop and manage...


  • Singapore Partners Group Full time

    What it's about Based in Partners Group Singapore office, this position will be part of the Private Wealth APAC Client Solutions team, which is responsible for building new and broadening existing relationships with private wealth channels across the region. Amid strong growth in this client segment, Partners Group is looking to expand its footprint to...


  • Singapore Hays Full time

    Relationship ManagerYour new company Our client, a high reputable bank based in Singapore, serves a diverse range of customers. Due to their sustained success, they are actively seeking Relationship Managers at different levels. As they expand further into retail and private wealth sectors, this organisation is committed to growth. Your new role This is a...