Relationship Manager / Senior Relationship Manager (B2B Wealth Management) - Toa Payoh
Phillip Securities Toa Payoh Full-time
Are you passionate about building strong partnerships and driving growth in the wealth management industry? We are looking for a dynamic and driven individual to join our Corporate Development team as a Relationship Manager (B2B) — someone who thrives in engaging with financial advisory firms and their Representatives, and empowering them through our FAME platform and robust product and services offerings.
- What You’ll Do:
- Drive business growth by building strong, trust-based relationships with B2B financial advisory firms and their representatives, both locally and possibly regionally.
- Promote and support the adoption of FAME, our proprietary wealth management platform, through training, feedback sessions, and marketing initiatives.
- Identify new opportunities by prospecting and onboarding new partners both within and outside the traditional circle.
- Collaborate cross-functionally with our Product, IT, compliance, and marketing teams to enhance user experience, streamline processes, and champion partner success.
- Contribute to strategy through regular reporting, market feedback, and business development brainstorming.
- What We’re Looking For:
- A degree holder with at least 2 years of experience in sales, relationship management, or financial services (preferably in funds/unit trusts).
- Must be willing to attain CMFAS Modules 5 & 8 (M1 or equivalent is a must).
- A relationship-builder with strong interpersonal skills, able to connect and collaborate with partners at all levels.
- A go-getter who is results-oriented, creative in generating leads, and meticulous in managing ongoing relationships and operational details.
- Comfortable with public speaking and conducting training sessions or webinars for partner firms.
- Why Join Us:
- Be part of a pioneering B2B platform model within one of Singapore’s most established financial institutions.
- Work alongside seasoned leaders and dynamic peers in a high-growth, collaborative environment.
- Enjoy opportunities for regional exposure, ongoing learning, and career advancement.
- Contribute to shaping the future of wealth advisory across Singapore and Asia.
Phillip SecuritiesGeylang, 4 km from Toa Payoh
Are you passionate about building strong partnerships and driving growth in the wealth management industry? We are looking for a dynamic and driven individual to join our Corporate Development team as a Relationship Manager (B2B) — someone who...
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