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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