Client Relationship Manager

Our clients are seeking to hire 2 Senior Client Relationship Managers who thrive on building trust, financial insight, and service excellence. If you’re passionate about guiding clients through life’s financial decisions—with empathy and precision—this role is for you.

Key Responsibilities

• Manage a portfolio of high-value clients across investment and insurance products

• Provide proactive, personalized financial guidance aligned with client goals

• Collaborate with advisors, underwriters, and product teams to deliver seamless service

• Build long-term relationships through proactive engagement and advisory

• Identify cross-selling opportunities and deepen client engagement

• Ensure compliance with MAS regulations and uphold ethical standards

Job Requirements

• Local diploma, or a Bachelor's Degree in Banking & Finance, Business, or any other related field
• Minimum 3 years of experience in client servicing within banking, insurance, wealth management, or fintech
• Exceptional communication and interpersonal skills
• Strong interpersonal skills and financial acumen
• Genuine enthusiasm and interest in investment and financial concepts
• Familiarity with Singapore’s regulatory landscape and financial products
• Creative problem solver who adapts quickly and integrates new learnings into actionable plans
• Self-motivated, proactive team player with strong project and relationship management skills

Perks & Benefits

• Competitive Starting Salary – Recognising your value from day one

• Annual Leave – Generous entitlement to support work-life balance

• Flexible Benefits – Customisable package to suit your lifestyle and personal needs

• Performance Bonus – Rewarding your contributions and achievements

• Professional Development – Ongoing training and career growth opportunities

• Supportive Culture – A collaborative, inclusive environment that champions teamwork and innovation

**We regret that only shortlisted candidates will be notified

Your Profile will be kept in our database for more career opportunities

We wish you all the best in your job search

EA personnel: Ong Ping Tiong

EA personnel Reg No: R25127323

EA License No: 24C2562