About the Role:
We’re looking for a motivated and client-focused Associate Relationship Manager to join our growing team. You’ll play a key role in supporting the financial needs of SME and individual clients, building long-term relationships while gaining hands-on exposure in a professional and dynamic environment.
This is an excellent opportunity for candidates with early experience in finance, banking, or client-facing roles who are eager to grow their career in relationship management.
Key Responsibilities:
- Manage and develop a portfolio of SME and/or high-net-worth individual clients
- Identify client needs and provide tailored financial solutions and services
- Conduct onboarding, KYC, and risk assessments in compliance with internal and regulatory requirements
- Assist in structuring financing proposals or investment solutions with guidance from senior RMs
- Maintain strong client relationships through regular engagement and reviews
- Support cross-selling efforts and identify upsell opportunities
- Ensure prompt resolution of client queries and coordinate with internal teams as needed
- Stay updated on financial products, market trends, and compliance developments
Requirements:
- Diploma or Degree in Finance, Business, Banking, or related field
- 1–3 years of experience in relationship management, banking, or client advisory roles
- Able to manage multiple accounts and deliver timely follow-ups
- Experience in SME or lending-related portfolios is a bonus
Why Join Us?
- Competitive salary up to $6,000/month + incentives
- Learn and grow alongside experienced senior RMs
- Exposure to a wide range of financial products and SME portfolios
- Professional yet supportive working environment
WeCruit Pte Ltd | EA License No. 20C0270
EA Personnel: Tan Soon Hock (Steven) | Registration No. R1109889
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