Relationship Manager — Personal Portfolio Planning
5 days ago
We are seeking individuals who enjoy meaningful client engagement to join as Relationship Managers . You will work with clients to understand their financial goals and guide them toward sustainable wealth-building strategies. This role provides strategic exposure to advisory planning, portfolio development, and business relationship management. Responsibilities Conduct fact-finding and portfolio reviews Propose wealth & protection strategies aligned to client goals Build rapport and maintain strong customer relationships Coordinate client appointments and engagements Uphold advisory standards and compliance practices Requirements Diploma/Degree in Business, Finance, or related field Strong interpersonal & communication skills Analytical and proactive mindset Experience in relationship-based roles is an advantage How to Apply Click Apply Now . Only shortlisted candidates will be notified. Intellisearch HR Solutions Pte Ltd EA License No: 14C7227EA Personnel: LIM SIEW CHOO JENNY (LIN XIUZHU, JENNY)EA Personnel Reg No: R #J-18808-Ljbffr
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Portfolio/relationship Manager
1 week ago
Singapore GOLDEN HILL ASSET MANAGEMENT PRIVATE LIMITED Full time**Company profile** Golden Hill Asset Management is a Licensed Fund Management Company holding a Capital Markets Services Licence (CMS). We provide comprehensive and tailored wealth solutions to HNW/UHNW clients. We seeking to hire a Portfolio/Relationship Manager with existing portfolio/client base to join the team. **Requirements**: - Build and manage...
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Personal Portfolio Strategist
2 weeks ago
Singapore ACE ASCENTIA PTE. LTD. Full timeJoin us as Personal Portfolio Strategist where your strategic thinking will guide clients towards effective financial solutions. Job Responsibilities: - Develop tailored portfolio strategies aligned with individual clients' investment objectives and risk profiles. - Conduct thorough analyses of clients' financial circumstances, investment preferences, and...
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Personal Portfolio Strategist
1 week ago
Singapore ACE ASCENTIA PTE. LTD. Full timeJoin us as Personal Portfolio Strategist where your strategic thinking will guide clients towards effective financial solutions. Job Responsibilities: Develop tailored portfolio strategies aligned with individual clients' investment objectives and risk profiles. Conduct thorough analyses of clients' financial circumstances, investment preferences, and time...
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Personal Portfolio Strategist
6 days ago
Singapore ACE ASCENTIA PTE. LTD. Full timeOverview Join us as Personal Portfolio Strategist where your strategic thinking will guide clients towards effective financial solutions. Responsibilities Develop tailored portfolio strategies aligned with individual clients' investment objectives and risk profiles. Conduct thorough analyses of clients' financial circumstances, investment preferences, and...
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Personal Portfolio Strategist
3 days ago
Singapore ACE ASCENTIA PTE. LTD. Full time $62,400 - $78,600 per yearJoin us as Personal Portfolio Strategist where your strategic thinking will guide clients towards effective financial solutions.Job Responsibilities:Develop tailored portfolio strategies aligned with individual clients' investment objectives and risk profiles.Conduct thorough analyses of clients' financial circumstances, investment preferences, and time...
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Premier Relationship Manager
4 days ago
Singapore HSBC Full time**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 further. Sales,...
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Relationship Manager
1 week ago
Singapore INVICTUS ADVISORY PTE. LTD. Full time**Roles & Responsibilities** **Job description**: - Client acquisition through various prospecting strategies. - Review prospective/existing client portfolio. - Propose solutions and planning for client investment and insurance needs. - Client management and retention. - Attend and respond to customer queries professionally. - Service and review financial...
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Portfolio Manager
6 days ago
Singapore Konfer Executive Group Full timeWe are looking for an experienced **Portfolio Manager** to help our client accelerate growth and deliver bespoke cross-border payment solutions to their growing base of global clients. In this role, you will be responsible for managing a portfolio of clients, developing relationships with senior stakeholders, and identifying new growth opportunities to...
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Personal Trainer
1 week ago
Singapore REAL PERSONAL TRAINING PTE. LTD. Full timeAt **Unreal Personal Training**, we believe that fitness should integrate seamlessly into our clients’ lives, not the other way around. We are committed to providing personalised, science-based coaching that helps clients achieve lasting results, both physically and mentally. Our team is at the heart of everything we do, offering the expertise, empathy,...
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Portfolio Management Trainee
3 days ago
Singapore J.S.F Full timeRoles & Responsibilities Core responsibilities Financial analysis: Conduct financial analysis to track investment performance, evaluate risk, and identify potential opportunities. Portfolio management: Assist in the management and monitoring of investment portfolios, including asset allocation and re-balancing. Market research: Research financial markets,...