Senior Client Advocate

2 weeks ago

Singapore beBeeRelationship Full time $72,000
Job Description

We are seeking a skilled and experienced Relationship Manager to join our team. As an Associate Relationship Manager, you will play a key role in supporting the financial needs of SME and individual clients, building long-term relationships while gaining hands-on exposure in a professional and dynamic environment.

This is an excellent opportunity for candidates with early experience in finance, banking, or client-facing roles who are eager to grow their career in relationship management.

  • Manage and develop a portfolio of SME and/or high-net-worth individual clients
  • Identify client needs and provide tailored financial solutions and services
  • Conduct onboarding, KYC, and risk assessments in compliance with internal and regulatory requirements
  • Assist in structuring financing proposals or investment solutions with guidance from senior RMs
  • Maintain strong client relationships through regular engagement and reviews
  • Support cross-selling efforts and identify upsell opportunities
  • Ensure prompt resolution of client queries and coordinate with internal teams as needed
  • Stay updated on financial products, market trends, and compliance developments
Requirements
  • Diploma or Degree in Finance, Business, Banking, or related field
  • 1–3 years of experience in relationship management, banking, or client advisory roles
  • Able to manage multiple accounts and deliver timely follow-ups
  • Experience in SME or lending-related portfolios is a bonus
Why Join Us?
  • Learn and grow alongside experienced senior RMs
  • Exposure to a wide range of financial products and SME portfolios
  • Professional yet supportive working environment

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