Relationship Manager (RM)
PhillipCapital is seeking a Relationship Manager to manage client relationships within their investor centre network. The role focuses on client acquisition, portfolio review, and providing needs-based financial solutions to individuals and families. Candidates should have a background in sales within the financial services industry and strong interpersonal skills. The position offers an incentive-based compensation structure rewarding acquisition and retention efforts.
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Experience
2+ years
Function
Business Development
Work mode
Onsite, Singapore
Company
Tier 2
What you will work on
PhillipCapital is seeking a Relationship Manager to manage client relationships within their investor centre network. The role focuses on client acquisition, portfolio review, and providing needs-based financial solutions to individuals and families. Candidates should have a background in sales within the financial services industry and strong interpersonal skills. The position offers an incentive-based compensation structure rewarding acquisition and retention efforts.
TAL's take
Solid established firm in the wealth management sector with clear, though traditional, business development responsibilities.
Role responsibilities and expectations are clearly defined, aligned with standard relationship management tracks in finance.
Must haves
- Diploma or Degree, preferably in Business, Banking & Finance, or Engineering
- At least 2 years of progressive sales experience in financial services industry
- Positive attitude and aptitude for client relationship management
- Initiator and team player
- Good communication skills
About the company
Established regional financial services group with a wide network, but lacking the global elite tech brand status.