Strategic Financial Partnership Manager

6 days ago


Singapore BTI EXECUTIVE SEARCH PTE. LTD. Full time

Company Overview

We are a leading executive search firm, BTI Executive Search Pte Ltd, specializing in providing top talent to the financial services industry.

Salary and Benefits

The estimated salary for this role is SGD $80,000 - SGD $120,000 per annum, plus benefits such as on-the-job training, competitive salary package, career progression opportunities, and more.

Job Description

Roles & Responsibilities:

  • Manage and grow a portfolio of affluent clients by providing personalized financial advice based on their unique needs and financial goals.
  • Delve exceptional service and build strong relationships with clients, fostering trust and long-term partnerships.
  • Offer a wide range of banking and investment solutions to meet clients' financial objectives.
  • Identify and pursue new business opportunities through networking, prospecting, and leveraging existing client relationships.
  • Collaborate with internal teams to deliver integrated solutions and exceptional client experiences.
  • Stay updated with market trends, economic developments, and financial regulations to provide up-to-date advice and guidance to clients.
  • Ensure compliance with regulatory requirements and internal policies while maintaining accurate client records.

Required Skills and Qualifications

  • Minimum 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.

Beyond the Job

  • Wealth Management
  • Investment Advisory
  • Structured Products
  • Financial Planning
  • Interpersonal Skills
  • Compliance
  • Bonds
  • Financial Advisory
  • KYC
  • Business Development


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