全职 Personal Wealth Relationship Manager 工作, 薪水 up to MYR 4,900, Inter Island Group Federal Territory 公司招聘中 - Ricebowl

Personal Wealth Relationship Manager

Industry: Banking & Financial Services
Location: Singapore
Employment Type: Full-Time
Experience Level: Fresh Graduates to 5 Years of Experience

Job Overview

We are looking for a motivated, customer-oriented, and results-driven Personal Wealth Relationship Manager to join a bank’s Personal Wealth Banking team in Singapore.

In this role, you will help clients achieve their financial goals by providing personalised financial advisory services and recommending suitable investment and wealth management solutions.

You will also be responsible for building strong client relationships, achieving individual sales targets, and ensuring all advisory activities and documentation comply with the bank’s policies and regulatory requirements.

Fresh graduates and candidates without prior banking experience are welcome to apply. This is an excellent opportunity for individuals who are passionate about sales, financial planning, investment products, and relationship management to develop their careers in banking.

Key Responsibilities

• Provide professional financial advice and recommend suitable investment and wealth management solutions based on clients’ financial goals and needs.
• Build and maintain strong relationships with clients to enhance customer satisfaction, trust, and long-term business growth.
• Identify clients’ financial needs and explore opportunities to recommend appropriate banking and investment products.
• Achieve individual sales targets while maintaining high standards of customer service and advisory quality.
• Ensure all financial advisory activities, sales processes, and supporting documentation are completed accurately and within the required timelines.
• Comply with the bank’s internal policies, operational procedures, and applicable regulatory requirements, including the Financial Advisers Act (FAA) and other relevant legislation.
• Work closely with internal stakeholders to ensure smooth service delivery and a positive client experience.

Job Requirements

• Possess a recognised university degree.
• Open to fresh graduates and candidates with up to 5 years of working experience.
• Candidates without prior banking or financial services experience are welcome to apply.
• Demonstrate an interest in wealth management, financial planning, investment products, and banking.
• Strong interpersonal, communication, and relationship-building skills.
• Proactive, self-motivated, and results-oriented, with a strong commitment to achieving sales objectives.
• Good sales, negotiation, and client engagement skills.
• Able to build relationships with clients and communicate financial solutions effectively.
• Resourceful, independent, and capable of managing responsibilities with minimal supervision.
• A proven track record in achieving sales targets is an advantage.

Who Should Apply?

This opportunity is suitable for candidates from various backgrounds, including:

• Fresh graduates looking to start a career in banking.
• Sales professionals interested in transitioning into financial services.
• Customer service or relationship management professionals.
• Candidates with experience in insurance, financial planning, retail sales, or other client-facing roles.

Pay: RM4,100.00 - RM4,900.00 per month

Work Location: In person