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Achieve Group

Relationship Manager

Achieve Group

Posted

last week

Singapore, Singapore

Onsite

SGD 8K

Mid Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

The role involves growing relationships with Ultra High Net Worth clients through proactive business development. The successful candidate will provide tailored financial solutions and maintain long-term client engagement.

About Company

Achieve Group is a staffing and recruiting company based in Singapore. They focus on matching candidates with suitable positions across various industries and have a long-standing reputation in the Asia Pacific region.

Core Requirements

  • Bachelor’s degree in Finance, Economics, Business or related discipline.
  • At least 5 years of relevant experience in financial services.
  • Strong knowledge of private banking products and operations.
  • Excellent interpersonal and communication skills.
  • Possession of CACS Papers 1 & 2.

Responsibilities

  • Develop relationships with Ultra High Net Worth clients.
  • Identify new business opportunities through networking.
  • Provide tailored financial solutions to clients.
  • Deliver timely market updates and professional advice.
  • Conduct client engagement according to regulatory standards.
  • Maintain long-term client relationships.
  • Assess clients’ financial goals and needs.

Must Have skills

Interpersonal skillsCommunication skillsStakeholder managementKnowledge of banking regulationsAbility to work independently

Job Keywords

Private BankingWealth ManagementClient RelationshipFinancial ServicesBusiness Development

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