Relationship Management Associate (Financial Services)

Build Relationships. Understand Goals. Grow Your Career.

Are you someone who enjoys connecting with people and building meaningful, long-term relationships?

We are looking for a motivated Relationship Management Associate to join our financial services team. In this role, you’ll work closely with clients to understand their financial needs and goals while gaining valuable exposure to financial planning, wealth solutions, client management, and business development.

Fresh graduates and individuals looking to start a career in financial services are welcome to apply. Training and mentorship will be provided.

What You’ll Do

• Build and maintain strong relationships with prospective and existing clients
• Understand clients’ financial needs, priorities, and long-term goals
• Support financial planning and needs-analysis discussions
• Introduce relevant financial solutions based on clients’ needs
• Conduct regular client follow-ups and relationship reviews
• Assist with client onboarding, documentation, and servicing matters
• Develop new client relationships through networking and outreach activities
• Stay updated on financial products, market developments, and industry trends
• Participate in structured training and professional development programmes

Who Should Apply?

• Diploma or Degree holders
• Fresh graduates and entry-level candidates are welcome
• Strong communication and interpersonal skills
• Confident and comfortable interacting with different people
• Enjoys building and maintaining professional relationships
• Interested in financial services, wealth management, or financial planning
• Self-motivated, proactive, and willing to learn
• Goal-oriented with a positive attitude
• Good organisational and time-management skills
• No prior financial services experience required — training will be provided

Why Join Us?

• Structured Training – Develop your financial and client-management knowledge
• Mentorship & Guidance – Learn from experienced professionals
• Career Development – Build a long-term career within financial services
• Industry Exposure – Gain hands-on experience in financial and wealth solutions
• Professional Growth – Strengthen your communication, relationship management, and business skills
• Supportive Environment – Grow alongside a driven and collaborative team

Ready to Build Your Future?

If you’re passionate about working with people and want to build a career that combines relationship management with financial services, we’d love to hear from you.

Apply today and take the next step in your financial services career.