Wealth Banking RM
Job Summary
We are looking for confident and results-driven individuals to join a leading Singapore bank as Wealth Banking Relationship Managers. 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.
Responsibilities
- Manage and develop customer relationships
- Recommend financial and wealth products
- Achieve individual sales targets
Required Skills
- Bachelor's Degree
- Min 3 years working experience
- Excellent English communication
Job Details
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.
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.