Premier Relationship Manager, Onshore

About the role

Gravitas Recruitment Group is recruiting a Premier Relationship Manager (onshore) in Singapore. The role works closely with investment, insurance and treasury specialists to deliver holistic wealth management solutions to Premier Banking clients, and manages and grows an assigned client portfolio.

Key responsibilities

• Work with investment, insurance and treasury specialists to provide holistic wealth management solutions to Premier Banking clients.
• Manage and grow an assigned client portfolio, driving client acquisition, activation and funding to meet Premier Banking balance requirements.
• Build and deepen relationships with existing clients through proactive engagement and regular financial reviews.
• Provide market insights and investment updates, identify clients' financial needs and recommend suitable wealth management solutions.
• Deliver personalised financial planning and advisory services based on clients' goals and risk profiles.
• Identify new business opportunities through market analysis, referrals and effective portfolio management.
• Encourage digital adoption by educating clients on digital and remote banking channels.
• Deliver exceptional client service while complying with internal policies and regulatory requirements.

Required profile

• Strong academic qualifications with relevant experience in Wealth Management, Premier Banking or Relationship Management.
• Proven track record in managing client portfolios and achieving business development targets.
• Good understanding of financial markets, investment products and wealth management solutions.
• Strong interpersonal, communication and relationship-building skills.
• Self-motivated, resilient and commercially driven, with an entrepreneurial mindset.
• Ability to work independently while collaborating with internal product specialists and stakeholders.
• Customer-centric, proactive and adaptable, with a strong desire to succeed in a dynamic banking environment.