Relationship Manager - Toa Payoh

apartmentPC FINANCIAL (SG) PTE. LTD. placeToa Payoh descriptionPermanent calendar_month30/7/25

We are looking for a Relationship Manager to join our growing organization. The Relationship Manager is expected to actively expand HNW business through various sources. He/She will be actively bonding with clients in identifying their financial needs and providing suitable wealth solutions, while complying to full compliance as set by regulatory bodies.

Job highlights

Basic salary + incentive
Opportunity to work with your clients to build up their financial portfolio with a wide range of products and services
Promotion path to Team Head
Cordial and professioinal work environment

Job Description:

To build and preserve trusting bonds with our customers
Establish and manage relationship with HNWI customers from our group company
Provide quality services to clients, handling their needs and enquiries
Manage the total wealth of our clients by matching our financial and investment product solutions to their needs
Acquire, develop and maintain new clients

Requirements

Diploma/ Degree holder with at least 3 years of business development /sales/client acquisition experiences from wealth management nature
Strong HNW clients sources with proven track record
Good knowledge in financial products
CMFAS certification (M5, M6, M6A, M8, M8A, M9, M9A & HI) will have added advantage
Driven and self-motivated individual who has passion to excel in sales
Good command of both Mandarin and English (to handle English and Mandarin speaking clients)
Willing to travel occasionally

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