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Banking & Financial Services 🏢 Full Time ⭐️ Verified

Relationship Manager

Private Advertiser
Singapore River, Central Region
Salary Estimate
SGD 5.500 – SGD 8.000
Posting Time
1 Mei 2026
Deadline
1 Mei 2027

Job description

Private Advertiser is seeking a proactive and client‑focused Relationship Manager to join our dynamic team along the Singapore River in the Central Region. In this role, you will combine relationship expertise with a deep understanding of banking and financial services to help clients achieve their financial goals. You will be part of a collaborative culture that values innovative thinking, continuous learning, and delivering superior client outcomes.

As a Relationship Manager, you will be the primary point of contact for a portfolio of high-potential clients, translating complex financial needs into tailored banking, lending, and wealth management solutions. You will work closely with product specialists, risk, and operations to ensure a seamless onboarding experience and ongoing, compliant service. The ideal candidate is sales‑oriented, client‑centric, and adept at building trust through transparent communication, thoughtful financial guidance, and a demonstrated track record of delivering results.

We offer a competitive salary range and performance-based commission, alongside training and development opportunities designed to advance your career in financial services. Enjoy a supportive team culture, exposure to a broad range of financial products, and the chance to contribute to innovative solutions that empower clients and drive sustainable growth in Singapore’s financial landscape.

If you are motivated to develop your career in relationship management and aspire to become a trusted advisor for a diverse client base, we invite you to apply and explore what Private Advertiser can offer.

Responsibility

  • Develop and manage a portfolio of high‑value client relationships with a focus on retention and growth.
  • Identify client needs and present suitable banking, lending, and wealth management solutions.
  • Achieve and exceed individual sales targets and revenue growth through cross‑selling and upselling.
  • Coordinate with product, risk, and operations teams to ensure smooth onboarding and compliant service delivery.
  • Prepare proposals, quotes, and presentations tailored to each client’s financial objectives.
  • Maintain accurate, up‑to‑date client records in the CRM and monitor activities for regulatory compliance.
  • Conduct regular portfolio reviews and provide timely advice on market trends and opportunities.
  • Serve as a trusted advisor, delivering exceptional client service and fostering long‑term relationships.

Qualification

  • Bachelor’s degree or equivalent in Finance, Economics, Business, or a related field.
  • 2–5 years of experience in relationship management, private banking, or financial advisory within Singapore.
  • Strong understanding of banking products, wealth management, credit, and risk management.
  • Excellent communication, presentation, and negotiation skills; fluent in English; proficiency in Mandarin or other languages is a plus.
  • Proven track record of meeting or exceeding sales targets and KPIs; customer‑centric mindset.
  • Proficient in CRM systems and data‑driven client management; strong analytical abilities.
  • Ability to work independently as well as collaborate with cross‑functional teams.
  • Knowledge of regulatory requirements and compliance standards in Singapore’s financial services sector.

Required Skills

Relationship management financial advisory sales client onboarding CRM compliance cross-selling negotiation communication

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