Relationship Management Associate (Wealth Management)

Relationship Management Associate

Build Connections. Develop Your Skills. Grow Your Career.

Enjoy meeting new people and building meaningful connections?

We're looking for motivated individuals to join us as a Relationship Management Associate. This opportunity is ideal for students, fresh graduates, and early-career individuals who want to gain practical experience in client relations, financial services, and business development.

No prior experience? That's okay — training and mentorship will be provided to help you get started.

💼 What You'll Be Doing

• Build and maintain positive relationships with clients
• Understand clients' needs, priorities, and financial goals
• Support clients in exploring suitable financial planning solutions
• Conduct regular follow-ups and maintain ongoing client relationships
• Assist with client portfolio reviews and planning discussions
• Develop networking and relationship-building skills
• Gain exposure to financial planning, wealth management, and protection
• Participate in training, workshops, and team development activities

✨ What You Can Look Forward To

• Structured training and onboarding
• Guidance and mentorship from experienced professionals
• Flexible working arrangements
• Hands-on client-facing experience
• Performance-based remuneration and incentives
• Professional networking opportunities
• Personal and professional development
• Career progression opportunities
• Exposure to future leadership and management roles

Who We're Looking For

• Students, fresh graduates, and early-career individuals are welcome
• Diploma or Degree students / graduates
• Singapore Citizens or Permanent Residents
• Friendly and comfortable communicating with different people
• Strong interpersonal and relationship-building skills
• Proactive and willing to learn
• Self-motivated and responsible
• Able to work both independently and within a team
• No prior financial services experience required

What You'll Develop

• Client relationship management
• Communication & presentation skills
• Financial planning knowledge
• Business development
• Networking & interpersonal skills
• Problem-solving
• Professional confidence
• Leadership capabilities

People Skills Can Take You Further Than You Think.

If you're someone who enjoys connecting with people, learning new skills, and challenging yourself, this could be a great opportunity to gain valuable experience and build your career.

Students and fresh graduates are encouraged to apply.

Apply today and let's have a conversation about where this opportunity could take you.