Relationship Manager (Wealth Management)

apartmentBank of China placeBukit Merah scheduleFull-time calendar_month6/5/26

Responsibilities

We are looking for qualified wealth-planning professionals to join our Consumer Banking team. As a Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions.

With a focus on forging long-term relationships with our mass-affluent customers, you are able to tailor holistic financial planning solutions to address customers’ unique needs and grow their wealth with us.

Provide comprehensive financial advice and wealth management solutions for Prestigious Wealth Management and retail customers, including but not limited to insurance and unit trusts
Be well-versed in the bank’s products and services to address customers’ financial needs
Proactively develop and deepen relationships with customers assigned to you while also expanding your customer base and establishing new customer relationships to generate revenue
Consistently meet sales targets and all other deliverables

Requirements

Diploma qualification or above
At least 2 years of relevant financial advisory experience in banking and/or financial services
Equipped with the necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework, namely CMFAS Module 5, 8, 8A, 9, 9A and Health Insurance
Strong interpersonal skills and results-oriented with professional conduct and a proven ability to consistently achieve sales targets
Good knowledge of wealth management and investment products, as well as industry trends

starFeatured

Relationship Manager, Business Development /SME Loans (3 vacancies)

apartmentSearch Index Pte LtdplaceBukit Merah

Due to expansion. Our client, a Leasing MNC is seeking 3 Relationship Manager, Business Development for Hire Purchase Division, in secured and unsecured commercial loans, property loans, hire purchase of machinery and equipment, shipping loans...

thumb_up_altRecommended

Executive Director, Relationship Manager

apartmentNomuraplaceBukit Merah

Job Title: Relationship Manager Corporate Title: Executive Director Division: International Wealth Management Location: Singapore SFID: 13304...

electric_boltImmediate start

Relationship Manager, Retail Banking (Contract)

apartmentICICI BANK LIMITEDplaceBukit Merah

/services • Ensure adherence to the Know Your Customer (KYC) and AML/CFT norms • Maintaining relationship with Key Accounts and ensure timely processing of remittance transactions • To attend to customer queries/complaints and ensure they are resolved...