KL

Relationship Manager (Wealth Management)

Kaptivate Llp

D03 Queenstown, Bukit Merah, Tiong BahruFull TimeS$6,000 – S$8,000/mo

Posted 21 Jul 2026

About this role

Relationship Manager (Wealth Management) Job Description We are looking for a driven and relationship-oriented Relationship Manager (Wealth Management) to join our growing advisory team. In this role, you will be responsible for developing and maintaining meaningful relationships with clients while gaining a deeper understanding of their financial priorities, aspirations, and long-term goals. You will work closely with clients to provide personalised recommendations and ongoing support as their needs evolve. This opportunity is ideal for individuals who enjoy working with people, are confident in building trust, and are motivated to develop a long-term career in wealth management and financial services. Key Responsibilities Develop and maintain strong, long-term relationships with clients. Meet with clients to understand their financial goals, priorities, and changing needs. Conduct regular client reviews and follow-ups. Provide personalised recommendations based on clients' individual circumstances and objectives. Build and expand a professional network through referrals and relationship development. Maintain regular communication with clients and provide ongoing support. Keep up to date with relevant financial services knowledge and industry developments. Participate in structured training and professional development programmes. Requirements Singaporean / PR Minimum Local Diploma Qualification Strong communication and interpersonal skills. Confident in engaging with and building relationships with people. Self-motivated, driven, and goal-oriented. Strong interest in developing a career in wealth management and financial services. Willingness to learn and develop professionally. Able to work independently and as part of a team. What We Offer Structured training and mentorship. Flexible working arrangements. Performance-based remuneration and incentives. Clear career progression opportunities. Ongoing professional development. Supportive and collaborative team environment. Why Join Us? Strong relationships are at the heart of successful wealth management. As a Relationship Manager , you will have the opportunity to develop valuable client management skills, build a strong professional network, and grow alongside the clients you serve. If you are someone who enjoys working with people, embraces challenges, and is motivated to build a long-term career with opportunities for personal and professional growth, we welcome you to apply. Fresh graduates and career switchers are encouraged to apply.

What they're looking for

TeamworkDevelopmentWealth Management ServicesInterpersonal Skills

About Kaptivate Llp

Industry: Administrative & support services

Frequently asked questions

What does a Relationship Manager (Wealth Management) at Kaptivate Llp do?

Relationship Manager (Wealth Management) Job Description We are looking for a driven and relationship-oriented Relationship Manager (Wealth Management) to join our growing advisory team. In this role, you will be responsible for developing and maintaining meaningful relationships with clients while …

What skills does this Relationship Manager (Wealth Management) role need?

Key skills for this role include Teamwork, Development, Wealth Management Services, Interpersonal Skills.

How much does a Relationship Manager (Wealth Management) at Kaptivate Llp pay?

This role lists a salary of S$6,000 – S$8,000 per month.

Is this Relationship Manager (Wealth Management) role remote, hybrid, or on-site?

The listing is based in D03 Queenstown, Bukit Merah, Tiong Bahru. Check the posting for remote or hybrid options.

How do I apply for this Relationship Manager (Wealth Management) role?

You can apply directly on Kaptivate Llp's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.