LMA Recruitment is proud to partner with a well-established international bank with a strong presence in Asia. The bank offers a comprehensive range of financial products and services, including personal banking, business banking, and wealth management. They are currently seeking an experienced and dynamic Relationship Manager to join their Wealth Management team.
Access our latest Wealth Management Report here!
https://www.lmarecruitment.com.sg/2026-wealth-management-report#WealthManagement2026
Role Overview
As a Wealth Management Relationship Manager, you will be a highly motivated professional with a passion for engaging clients and expanding your network through both tele-prospecting and in-person interactions. Your primary focus will be on building and maintaining long-term relationships with mass-affluent clients, delivering tailored financial solutions to help them grow and manage their wealth effectively
Key Responsibilities
- Manage and grow a portfolio of high affluent / affluent onshore clients
- Acquire new clients through internal referrals, networking, and own sourcing channels
- Drive growth in Assets Under Management (AUM), deposits, and investment revenue
- Provide holistic financial advisory across:
- Unit trusts / mutual funds
- Structured deposits and structured products
- Insurance and wealth protection solutions
- Wealth and mortgage solutions
Requirements
- Experience in priority banking / wealth management / insurance advisory
- Experience managing affluent / HNW clients strongly preferred
- Proven track record in sales and consistent achievement of targets
- Strong knowledge of investment and wealth products
- CMFAS certifications (or equivalent regulatory qualifications) preferred
Why Join?
Be part of a globally recognized financial institution with a strong presence in Asia.
Competitive compensation and incentives for high performance.
Continuous learning and career development opportunities.
A supportive and dynamic work environment that fosters professional growth.
Feel free to reach out to me at desiree.low@lmarecruitment.com.sg and we can have a confidential chat or apply through this listing.
Company Reg No.: 201131609D | License No.: 24S2411 | Reg No: R24121689 | Desiree Low Sher Rae
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