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.

If you are looking for an environment of growth and opportunities, please write in with a detailed resume stating the position applied and expected salaries to the HR department via recruitment@phillip.com.sg.

We regret that only shortlisted candidates will be notified.

Brought to you by Phillip Securities Pte Ltd (A member of PhillipCapital)