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Relationship Manager / Senior Relationship Manager (B2B Wealth Management)

Relationship Manager / Senior Relationship Manager (B2B Wealth Management)

Phillip SecuritiesSingapore
18 days ago
Job description

Relationship Manager / Senior Relationship Manager (B2B Wealth Management)

Are you passionate about building strong partnerships and driving growth in the wealth management industry?  We are looking for a dynamic and driven individual to join our Corporate Development team as a  Relationship Manager (B2B)  — someone who thrives in engaging with financial advisory firms and their Representatives, and empowering them through our FAME platform and robust product and services offerings.

What You’ll Do :

  • Drive business growth  by building strong, trust-based relationships with B2B financial advisory firms and their representatives, both locally and possibly regionally.
  • Promote and support  the adoption of FAME, our proprietary wealth management platform, through training, feedback sessions, and marketing initiatives.
  • Identify new opportunities  by prospecting and onboarding new partners both within and outside the traditional circle.
  • Collaborate cross-functionally  with our Product, IT, compliance, and marketing teams to enhance user experience, streamline processes, and champion partner success.
  • Contribute to strategy  through regular reporting, market feedback, and business development brainstorming.

What We’re Looking For :

  • A  degree holder  with at least  2 years of experience  in sales, relationship management, or financial services (preferably in funds / unit trusts).
  • Must be willing to attain  CMFAS Modules 5 & 8  (M1 or equivalent is a must).
  • A relationship-builder with strong interpersonal skills, able to connect and collaborate with partners at all levels.
  • A  go-getter  who is results-oriented, creative in generating leads, and meticulous in managing ongoing relationships and operational details.
  • Comfortable with public speaking and conducting training sessions or webinars for partner firms.

    • Why Join Us :

  • Be part of a  pioneering B2B platform model  within one of Singapore’s most established financial institutions.
  • Work alongside  seasoned leaders and dynamic peers  in a high-growth, collaborative environment.
  • Enjoy opportunities for  regional exposure , ongoing learning, and career advancement.
  • Contribute to shaping the future of wealth advisory across Singapore and Asia.
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    Relationship Manager • Singapore