- Provide prudent financial advisory services to address clients' financial planning and investment needs.
- Recommend suitable wealth management and investment products based on client profiles and objectives.
- Support clients in achieving long-term financial goals through structured advisory solutions.
- Achieve and exceed individual sales targets across assigned wealth and investment products.
- Execute end-to-end sales processes accurately and within defined timelines.
- Contribute to revenue growth through effective portfolio management and opportunity identification.
- Develop, manage, and deepen long-term relationships with assigned mass-affluent clients.
- Maintain a strong understanding of client needs to provide ongoing advisory and servicing support.
- Deliver consistent service standards to enhance client satisfaction and retention.
- Ensure all advisory activities and documentation comply with internal policies and business processes.
- Adhere strictly to regulatory requirements including FAA and other relevant statutory acts.
- Maintain accurate records to support audits and compliance reviews.
- Manage client portfolios independently while maintaining quality and compliance standards.
- Demonstrate accountability and ownership in delivering assigned responsibilities.
- Operate effectively in a performance-driven and fast-paced environment.
- Recognized university degree.
- Minimum one year of relevant financial advisory experience within banking or financial services; experienced candidates may be considered for senior roles.
- Strong knowledge of wealth management and investment products.
- Results-driven and self-motivated, with the ability to work independently.
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The Relationship Manager is responsible for managing and strengthening client relationships for the Singapore Branch. This role focuses on generating loan business from existing and prospective clients, ensuring portfolio credit quality, achieving revenue targets, and cross-selli ...
Singapore Full time1 day ago
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We are partnering with a leading international private banking institutions to expand their UHNW client coverage in Singapore. · Manage and grow a portfolio of UHNW clients across Middle eastern markets connected to Singapore. · Develop new client relationships and drive asset gr ...
Singapore3 weeks ago
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We are partnering with a leading international private banking institutions with a well-established presence in Asia. · ...
Singapore3 weeks ago
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We invite you to build the bank of the future. · Innovate the way we deliver financial services. · Work in friendly, supportive teams. · Build lasting value in your community. · A degree in Business, Finance, or a related field, · a minimum of 5 years experience ...
Singapore3 weeks ago
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The Relationship Manager – Sales is responsible for new client acquisition and revenue growth across MetaComp’s corporate and institutional client base. This quota-carrying, front-line sales role focuses on originating, closing, and expanding client relationships. · New Business ...
Singapore1 month ago
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We are seeking an experienced and driven Relationship Manager to lead capital-raising efforts across Accredited Investors, including high-net-worth individuals (HNWIs), family offices, and institutions. This is a high-impact, client-facing role ideal for someone with strong conne ...
Singapore2 days ago
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The Relationship Manager is responsible for managing and strengthening client relationships for the Singapore Branch. This role focuses on generating loan business from existing and prospective clients, ensuring portfolio credit quality, achieving revenue targets, and cross-selli ...
Singapore Full time1 week ago
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We are seeking a highly motivated and results-oriented Custody Relationship Manager to join our dynamic client facing team. · ...
Singapore3 weeks ago
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We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. · Acquire new clients that fit Middle Market's profile and drive business growth. · Deepen relationships withi ...
Singapore3 weeks ago
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+Actively identify, develop and convert business opportunities from new and existing clients. · +Demonstrate an in-depth understanding of clients' business and source of wealth generation.Serve as a trusted advisor to clients who frequently seek strategic advice regarding financi ...
Singapore Full time1 month ago
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We are currently seeking a high calibre professional to join our Clients team as a Relationship Manager (Australia & International Market Coverage) - Global Private Banking. · In this role you will: · Provides full-service banking and all transactions to Ultra High Net worth & H ...
Singapore1 week ago
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This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager. · Manage a portfolio of high net worth clients, providing personalized financial solutions and advice · Develop and maintain strong rela ...
Singapore3 weeks ago
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Who We Are · As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths t ...
Singapore1 week ago
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This is a full-time role for a Relationship Manager based in Singapore. The Relationship Manager will build and maintain strong client relationships, deliver tailored financial solutions and manage client portfolios. · Financial planningCross-selling banking products and services ...
Singapore1 month ago
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Join one of Singapore's most trusted and recognized Banks as a Relationship Manager in the Retail Banking segment. You will offer an extensive range of products and services (Wealth Protection, sophisticated Investment products etc.), actively prospect via branch walk-ins and tel ...
Singapore3 weeks ago
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We are seeking a highly motivated · Custody Relationship Manager to join our dynamic client facing team.In this role, · you will be responsible for developing and managing relationships · with financial institutions clients and provide them with tailored business solutions. · ...
Singapore1 month ago
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· ...
Singapore2 weeks ago
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Who We Are · As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths t ...
Singapore6 days ago
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We are currently seeking a high calibre professional to join our team as a Relationship Manager (Malaysia Market) - Global Private Banking. · ...
Singapore1 month ago
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Job Responsibilities · Manage and grow corporate (MNCs, regional & local corporates) customer relationship to contribute to bank's returns. · Details as follows: · Service existing corporate customer relationship by providing credit solutions and banking services to client. · Exp ...
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Ricardo is an established name with over 50 years' experience in the automotive industry. The group's businesses include vehicle hire purchase financing operations (Ricardo Cars Pte Ltd), property-backed financing solutions for SMEs in Singapore (Ricardo Financial Services Pte Lt ...
Singapore6 days ago
Assistant VP, Wealth Banking Relationship Manager - Singapore - United Overseas Bank
Description
The Relationship Manager within the Wealth Banking business provides financial advisory and investment solutions to mass-affluent customers. The role focuses on building strong client relationships, delivering tailored wealth solutions, and achieving sales objectives while ensuring strict adherence to regulatory and internal standards.
Financial Advisory & Wealth Solutions
Sales Performance & Target Achievement
Client Relationship Management
Compliance & Governance
Operational Discipline & Execution
Experience & Qualifications
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Relationship Manager
Full time Only for registered members Singapore
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Relationship Manager
Only for registered members Singapore
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Relationship Manager
Only for registered members Singapore
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Relationship Manager
Only for registered members Singapore
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Relationship Manager
Only for registered members Singapore
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Relationship Manager
ZACD Group Ltd- Singapore
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Relationship Manager
Full time Only for registered members Singapore
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Relationship Manager
Only for registered members Singapore
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Relationship Manager
Only for registered members Singapore
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Relationship Manager
Full time Only for registered members Singapore
-
Relationship Manager
Only for registered members Singapore
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Relationship Manager
Only for registered members Singapore
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Relationship Manager
OCBC- Singapore
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Relationship Manager
Only for registered members Singapore
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Relationship Manager
Only for registered members Singapore
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Relationship Manager
Only for registered members Singapore
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Relationship Manager
Only for registered members Singapore
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Relationship Manager
Only for registered members Singapore
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Relationship Manager
Only for registered members Singapore
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Relationship Manager
Only for registered members Singapore
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Relationship Manager
Only for registered members Singapore