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


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


    • Job Details

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    Are You Looking for Relationship Manager / Senior Relationship Manager (B2B Wealth Management) Job?

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    The Work Culture

    An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Phillip Securities adheres to the cultural norms as outlined by Expertini.

    The fundamental ethical values are:

    1. Independence

    2. Loyalty

    3. Impartiapty

    4. Integrity

    5. Accountabipty

    6. Respect for human rights

    7. Obeying Singapore laws and regulations

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    Interview Tips for Relationship Manager / Senior Relationship Manager (B2B Wealth Management) Job Success

    Phillip Securities interview tips for Relationship Manager / Senior Relationship Manager (B2B Wealth Management)

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    Other Openings

    Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.

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