Relationship Manager

Company Description Synergy Financial Advisers Ltd is a Singapore-based firm offering one-stop solutions for comprehensive financial planning needs. The organization emphasizes partnership, providing tools and support for team members to help clients achieve financial freedom through technology and innovation. With a vision to be the most admired financial advisory firm in Asia, Synergy is guided by core values of People, Professionalism, and Progress. The firm is distinguished as the only financial advisory company in Singapore certified in Singapore Quality Class with People and Innovation, and holds the Data Protection Trustmark, ISO 9001, and ISO 27001 certifications. This combination of strong values, innovation focus, and recognized quality standards creates a professional environment for financial advisors to grow and succeed.

Role Description This is a full-time Relationship Manager role based in Singapore with a hybrid work arrangement, allowing some work-from-home flexibility. The Relationship Manager will build and maintain long-term client relationships, understand clients’ financial goals, and provide tailored financial advisory solutions. Day-to-day responsibilities include meeting clients, conducting financial needs analysis, presenting suitable products and services, and following up to ensure ongoing client satisfaction. The role involves collaborating with internal teams, adhering to regulatory and compliance requirements, and using digital tools and platforms to enhance client engagement and service delivery. The Relationship Manager will also monitor market developments, update clients on relevant financial opportunities or risks, and contribute to business growth through proactive relationship management and networking.

Qualifications

• Candidates should possess strong client relationship management, interpersonal, and communication skills to engage diverse clients and build trust.
• Candidates should possess skills in financial advisory, financial planning, and needs analysis to recommend appropriate solutions aligned with clients’ objectives.
• Candidates should possess sales, negotiation, and presentation skills to identify opportunities, explain complex concepts clearly, and close deals responsibly.
• Candidates should possess organizational, time management, and follow-up skills to manage multiple client portfolios and deliver timely service.
• Candidates should possess proficiency with digital tools, CRM systems, and basic data analysis to support technology-enabled advisory and reporting.
• Relevant academic background in Finance, Business, Economics, or related disciplines, or recognized financial advisory certifications, is advantageous.
• Knowledge of Singapore’s financial regulations, compliance standards, and ethical practices, especially in the advisory sector, is beneficial.
• Ability to work both independently and within a team, with a growth mindset and commitment to professionalism and continuous learning.