Relationship Manager, Priority Clients Onshore

Our client, a globally recognised bank with strong APAC presence, is actively seeking Relationship Managers to expand their Wealth Banking division in Singapore. This is a valuable opportunity to build and strengthen relationships with high-profile clients, guiding them throughout their financial journey by delivering tailored financial solutions through both digital and personalised service channels.

Responsibilities:

• Provide responsive and high-quality service to priority clients, ensuring a positive and professional experience across all interactions.
• Manage leads, schedule and document appointments accurately, and ensure timely follow-up and resolution of client requests.
• Understand clients’ financial priorities and life-stage needs to recommend suitable wealth, protection, and financial planning solutions.
• Build and maintain long-term client relationships founded on trust, service excellence, and a strong understanding of individual financial goals and preferences.
• Stay informed on market developments, financial products, and promotional initiatives to deliver relevant and timely client insights.
• Ensure adherence to internal policies, regulatory requirements, and risk management standards in all client activities and transactions.
• Work collaboratively with colleagues and cross-functional teams to provide seamless client service and share best practices.
• Utilise performance and management information tools to monitor portfolio performance and identify opportunities for growth and service enhancement.
• Demonstrate adaptability in responding to evolving market conditions, products, and business priorities.
• Maintain high standards of professionalism, integrity, and conduct aligned with organisational values.

Key Requirements:

• Relevant experience in banking, financial services, or wealth management with a strong track record of managing client relationships.
• Strong communication skills with the ability to explain financial concepts clearly and engage clients effectively.
• Excellent interpersonal and collaboration skills, with the ability to work independently and as part of a team.
• Interest in financial markets, products, and industry developments to support informed client conversations.
• Good understanding of market trends and the ability to apply insights to client recommendations.
• Experience using management information systems or similar tools to track performance and support portfolio management.
• Ability to work effectively in a dynamic and changing environment while maintaining strong teamwork and service standards.
• High levels of integrity, professionalism, and sound judgement in client and stakeholder interactions.
• Self-motivated and proactive, with a commitment to continuous learning and relationship development.
• Commitment to upholding organisational values and maintaining high professional standards.

What's next:

If you are ready to take the next step in your career by joining a collaborative team dedicated to institutional business growth across APAC, we encourage you to apply now!

Do note that we will only be in touch if your application is shortlisted.
Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R1988743 Raymond Gan