Strategic Relationship Developer, Private Wealth Solutions
3 weeks ago
At A Better Co Pte. Ltd., we are seeking an experienced Private Wealth Relationship Manager to join our team. As a key member of our Private Wealth team, you will be responsible for developing and maintaining strong relationships with our clients and partners. Your primary objective will be to build a robust and sustainable referral source portfolio and provide professional advice to clients on their liquidity planning and insurance needs.
Key Responsibilities:
- Maintain consistent engagement with clients and partners in developing robust and sustainable referral relationships
- Build up ongoing development of new client relationships to ensure a balanced referral source portfolio
- Provide professional and quality advice to clients on their liquidity planning and insurance needs
- Achieve annual target of net revenue or an amount agreed upon during the annual review
- Fulfill full compliance to our internal compliance policies as well as applicable regulatory requirements
- Submit new business documents timely and accurately
- Provide quality ongoing service to existing policyholders by conducting annual policy reviews in a timely manner
- Support other team members in client meetings, medicals, and presentations
Requirements:
- Bachelor's degree or above from Finance or related discipline
- Valid MAS licence required
- Minimum 10 years' working experience in sales and/or relationship management experience preferably in the private insurance or banking industry
- Proactive, self-motivated, self-disciplined with integrity and commitment to serving the clients' needs
- Strong relationship development/management, communication, and presentation skills
About Us:
A Better Co Pte. Ltd is a fast-growing Financial Wealth Consultancy Brokerage expanding its Private Wealth Team. We are committed to delivering exceptional service and building long-lasting relationships with our clients and partners. If you are a motivated and experienced relationship manager looking for a new challenge, we encourage you to apply for this exciting opportunity.
-
Singapore DBS Bank Limited Full timeKey ResponsibilitiesAs a Private Banking Relationship Manager, you will be responsible for growing the business through proactive acquisition and retention of HNW/UHNW clients in the Philippines market. You will implement geographical focused strategies in line with the overall business strategy, building and developing a deep understanding of clients'...
-
Relationship Manager, Private Wealth Solutions
3 weeks ago
Singapore A BETTER CO PTE. LTD. Full timeRoles & ResponsibilitiesOur Client is a fast growing Financial Wealth Consultancy Brokerage who is expanding its Private Wealth Team. Responsibilities: Maintain consistent engagement with clients and partners in developing robust and sustainable referral relationships Build up ongoing development of new client relationships to ensure a balanced referral...
-
Singapore Partners Group Full timeAbout the RoleThis is an exciting opportunity to join Partners Group's Private Wealth APAC Client Solutions team in Singapore. As a Client Relationship Manager, you will play a key role in building and broadening relationships with private wealth channels across the region. With a strong focus on collaboration and fundraising, you will work closely with the...
-
Strategic Wealth Lending Solutions Director
11 hours ago
Singapore HSBC Full timeAt HSBC Private Bank, we put our clients at the centre of everything we do. We are currently seeking a high calibre professional to join our team as a Strategic Wealth Lending Solutions Director.Key ResponsibilitiesDrive end-to-end development of wealth lending solutions, including product design, approval, training, and sales management.Grow the wealth...
-
Singapore Partners Group Full timeJob OverviewAs a Client Relationship Manager Private Wealth Specialist at Partners Group, you will be part of the Private Wealth APAC Client Solutions team, responsible for building new and expanding existing relationships with private wealth channels across the region. This role involves managing existing and developing new relationships and fundraising...
-
Wealth Manager
6 days ago
Singapore STRATEGIC WEALTH MARKETING PTE. LTD. Full timeRoles & ResponsibilitiesWealth ManagerReports To:DirectorJob Overview:The Wealth Manager reviews financial status of the client and advises on their financial portfolio to meet their needs. He/She meets up with clients to understand their financial expectations. He/She also reviews and prepares customised policies for their clients. He/She maintains good...
-
Singapore Partners Group Full timeWhat 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...
-
Strategic Private Wealth Advisor
11 hours ago
Singapore United Overseas Bank Full timeSenior Client Advisor, Private WealthAbout UOBAs a leading bank in Asia, United Overseas Bank Limited (UOB) has a global network of over 500 branches and offices in 19 countries and territories. Our head office is located in Singapore, and we operate through banking subsidiaries in China, Indonesia, Malaysia, and Thailand.We have been guided by our values...
-
Singapore Talentvis Singapore Pte. Ltd. Full timeRole & Responsibilities Client Acquisition & Relationship Building: Identify and acquire new high-net-worth clients, nurturing long-term relationships and providing tailored wealth solutions. Client Insight & Wealth Planning: Understand clients’ business backgrounds, sources of wealth, and financial objectives to deliver strategic wealth management...
-
Senior Private Wealth Manager
2 weeks ago
Singapore moomoo Full timeKey ResponsibilitiesFocus on the private wealth management segment, including high net worth and family offices. Develop a solid understanding of the wealth management landscape and build a strong network within the segment.Develop and implement strategic initiatives to drive business growth, including direct prospecting, referral channels, and events.Gain...
-
Wealth Relationship Executive
3 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & ResponsibilitiesYou key role is to introduce, consult and sell financial products and services to our clients, driving sales revenue, client acquisition and maintaining relationships with key accounts.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job...
-
Private Wealth Manager
2 weeks ago
Singapore Citi Full timeJob Title: Private BankerAbout the Role:At Citi, we connect millions of people across hundreds of cities and countries every day. As a Private Banker, you'll be part of our team dedicated to serving the world's wealthiest individuals and their families. With 52 locations across 20 countries, we offer customized services to help protect and responsibly grow...
-
Relationship Manager, Private Wealth Management
2 months ago
Singapore HL BANK Full timeRoles & ResponsibilitiesThe Relationship Manager is the primary point of contact between the clients and the Bank. He/she is responsible for the proactive management of a portfolio of High Net Worth/Ultra High Net Worth private wealth clients. This includes the delivery of comprehensive wealth management solutions to meet clients’ needs.At HL Bank, we are...
-
Senior Relationship Manager, Private Wealth
4 weeks ago
Singapore eFinancialCareers Full timeJob Title: VP, Relationship Manager, Private Wealth ManagementAs a key member of our Private Wealth Management team, you will be responsible for developing and maintaining strong relationships with high net worth clients in Singapore and Hong Kong.Key Responsibilities:Develop and implement business strategies and tactics in Singapore, working closely with...
-
Business Development Executive
6 months ago
Singapore FINEXIS ADVISORY PTE. LTD. Full timeRoles & ResponsibilitiesAbout this role:We are looking for individuals who are passionate about building and maintaining relationships with high-net-worth individuals, families, and institutions to promote the services offered by the department. As a member of our team, you will be responsible for identifying and developing new business opportunities within...
-
Private Wealth Management Director
1 day ago
Singapore Talentvis Singapore Pte. Ltd. Full timeOur company, Talentvis Singapore Pte. Ltd., seeks a skilled and experienced professional to fill the role of Director - Relationship Manager (Private Wealth Management). This position requires a deep understanding of the Greater China market, with a focus on client acquisition and relationship building, as well as providing tailored wealth solutions.Key...
-
Associate director, private wealth strategy
2 weeks ago
Singapore Moomoo Full timeMoomoo Financial Singapore Pte. Ltd. (Moomoo Singapore) is an advanced financial technology company transforming the investing experience by offering a digitalised brokerage and wealth management platform – moomoo. Moomoo enhances the user experience with market data, news, and powerful analytical tools. Moomoo also embeds a unique digitalised investment...
-
Strategic Private Wealth Risk Manager
11 hours ago
Singapore Sumitomo Mitsui Banking Corporation Full timeThe Strategic Private Wealth Risk Manager will be a key member of the Private Wealth Credit Solutions Team at Sumitomo Mitsui Banking Corporation.Job ResponsibilitiesRisk Profile Management: Collaborate with the Head of credit solutions to design, implement and maintain risk control and monitoring parameters across SMBC Group, ensuring the portfolio's risk...
-
Relationship Manager
4 weeks ago
Singapore Fargo Wealth Group Limited Full time**Key Responsibilities:** 1. **Client Acquisition and Relationship Management:** • Develop and maintain strong relationships with high net worth (HNW) and ultra high net worth (UHNW) clients in the Asia market. • Provide personalized financial and investment advice to clients, ensuring alignment with their financial objectives. 2. **Business Development...
-
Wealth Management Solutions Associate
4 weeks ago
Singapore Ares Management Corporation Full timeJob Title: Associate, Wealth Management SolutionsAres Management Corporation is seeking a highly motivated and experienced Associate to join our Wealth Management Solutions team in APAC. The successful candidate will play a key role in supporting the distribution efforts of our alternative investment strategies to the Asian private wealth channel.Key...