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Wealth Banking Relationship Manager (MGR)

Hiredly X

RECRUITMENT firm

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AI-generated summary

  • Advise and grow emerging-affluent portfolios with personalised wealth and investment solutions.
  • Join a leading Singapore bank focused on private wealth.
  • Fast-track your wealth career with structured banking, advisory and sales training!

RM 15.4K

Kuala Lumpur, Kuala Lumpur, Kuala Lumpur

Job Description

We are looking for confident and results-driven individuals to join a leading Singapore bank as Wealth Banking Relationship Managers. This opportunity is suitable for experienced professionals who are passionate about building customer relationships and developing a career in wealth management and financial advisory.

Successful candidates will manage a portfolio of emerging affluent customers, providing personalised financial solutions to support their wealth management needs. Structured training in banking products, financial advisory and sales will be provided.

Key Responsibilities

  • Manage and develop relationships with assigned wealth banking customers.
  • Understand customers' financial goals and recommend suitable banking, wealth management and investment products.
  • Identify cross-selling opportunities to grow customer portfolios and deepen existing relationships.
  • Provide professional financial advisory services and maintain regular customer engagement.
  • Achieve individual sales targets while maintaining high service and advisory standards.
  • Ensure accurate documentation and compliance with banking regulations and internal policies.

Job Requirements

  • Bachelor's Degree in any discipline, with graduation completed and certificate available.
  • Minimum 3 years of total working experience, including candidates from non-banking industries.
  • At least 1 year of wealth sales or financial advisory experience is preferred but not compulsory.
  • Excellent English communication and comprehension skills (minimum expected standard 8/10).
  • Confident, articulate and professionally presentable.
  • Strong interpersonal and relationship management skills, with the ability to engage customers independently.
  • Sales-driven, self-motivated and comfortable working towards individual targets.
  • Candidates from banking, financial services, insurance, property sales or other customer-facing industries are encouraged to apply.
  • Mandarin or Hokkien proficiency is an added advantage.
  • Genuine interest in relocating to Singapore for long-term career development.
  • Able to complete mandatory training and financial licensing examinations.

Skills

Sales

Additional Info

Company Activity

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Company Profile

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Hiredly X

Hiredly X, the headhunting team of Hiredly, makes headhunting accessible and affordable for every employer, no matter the size or industry. We help employers screen and source the best candidates through exclusive access to our job portal database.Assisted with AI, we make the headhunting process fast and accurate, allowing us to be competitive with our fees.