Relationship Manager — Personal Portfolio Planning

Relationship Manager — Personal Portfolio Planning Intellisearch HR Solutions Pte Ltd – Orchard

We are seeking individuals who enjoy meaningful client engagement to join as

Relationship Managers . You will work with clients to understand their financial goals and guide them toward sustainable wealth‑building strategies.

This role provides strategic exposure to advisory planning, portfolio development, and business relationship management.

Responsibilities

Conduct fact‑finding and portfolio reviews

Propose wealth & protection strategies aligned to client goals

Build rapport and maintain strong customer relationships

Coordinate client appointments and engagements

Uphold advisory standards and compliance practices

Requirements

Diploma/Degree in Business, Finance, or related field

Strong interpersonal & communication skills

Analytical and proactive mindset

Experience in relationship‑based roles is an advantage

How to Apply Click

Apply Now . Only shortlisted candidates will be notified.

Intellisearch HR Solutions Pte Ltd

EA License No: 14C7227

EA Personnel: LIM SIEW CHOO JENNY (LIN XIUZHU, JENNY)

EA Personnel Reg No: R2093838

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