Junior Relationship Manager

3 days ago

Singapore INCRED GLOBAL WEALTH PTE. LTD. Full time

We are seeking a self driven and detail-oriented Junior Relationship Manager to support our Relationship Managers in managing UHNI/HNI client portfolios and ensuring high service standards. This role is ideal for candidates passionate about financial markets and looking to develop their expertise in a client-facing, private banking environment.

Salary – SGD 4.5 – 6k

Key Responsibilities

  • Assist Relationship Managers in servicing UHNI/HNI clients by addressing day-to-day queries and maintaining overall client satisfaction.

  • Facilitate client onboarding, review documentation, and ensure compliance with regulatory and internal standards.

  • Conduct portfolio monitoring, prepare briefings and reports as required, and coordinate with internal departments for smooth client delivery.

  • Identify client needs and recommend appropriate solutions or investment products.

  • Ensure adherence to legal, regulatory, and risk management standards in all client interactions.

  • Contribute to business development and support ongoing growth initiatives of the team.

Candidate Profile & Qualities

  • Minimum 1–2 years of relevant experience in private banking or wealth management.

  • Must hold a postgraduate degree in Finance.

  • Strong communication and interpersonal skills with a client-centric approach.

  • High attention to detail, with the ability to multitask and work collaboratively across teams.

  • Previous exposure to Singapore, India and the UAE markets will be an advantage.

Only shortlisted candidates will be contacted for the next steps.

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