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Urgent! Relationship Manager / Senior Relationship Manager (B2B Wealth Management) Job Opening In Singapore, Singapore – Now Hiring Phillip Securities

Relationship Manager / Senior Relationship Manager (B2B Wealth Management)



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:

  • 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.

  • 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.

  • Required Skill Profession

    Business Operations Specialists



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      Unlock Your Relationship Manager Potential: Insight & Career Growth Guide


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      • 7. Obeying Singapore laws and regulations
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      Phillip Securities interview tips for Relationship Manager / Senior Relationship Manager (B2B Wealth Management)

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