You will be part of a group of highly trained financial professionals. You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships. You will be required to provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high-net-worth clients in Singapore. You will provide customers with timely information, advice, and recommendations to fit their requirements. Building and maintaining long-term relationships with your clients is a key factor for success in this role.

• You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships.
• To provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high-net-worth clients in Singapore.
• To provide customers with timely information, advice, and recommendations to fit their requirements.
• Building and maintaining long-term relationships with your clients is a key factor for success in this role.

Job Requirements:

• A recognized university degree.
• At least 5 years of relevant experience in the banking / financial industry, experience in financial & investment product sales for the Junior Client Advisor role.
• Candidates with at least 5 years of relevant experience will be considered for the Senior Client Advisor role
• Good knowledge of wealth management & investment products.
• Self-motivated, with strong sales drive & energy.
• Experience / Ability to liaise with clientele from respective markets Greater China / Indonesia/ Thailand etc
• Ability to travel regionally if required
• Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI)

[Job ID: 401769]

The High Net Worth Banking Relationship Manager is responsible for managing and nurturing relationships with high-net-worth individuals (HNWIs), providing them with personalized financial services, investment advice, and wealth management solutions.

Key Responsibilities:

• Advocate for and cross-sell a variety of banking products and services, including but not limited to loans, deposits, wealth management, bonds, equities, and foreign exchange (FX).
• Conduct regular reviews of clients' portfolios, providing updates, performance analysis, and recommendations for adjustments based on market conditions and clients' changing needs.
• Build and manage strong, long-term relationships with high-net-worth individuals (HNWIs), understanding their financial goals, aspirations, and personal circumstances.
• Develop and implement tailored financial strategies that align with clients' objectives, ensuring a holistic approach to wealth management.
• Ensure a seamless and superior client experience by offering exceptional service and resolving any issues or concerns promptly.
• Work closely with internal teams, such as investment advisors, legal experts, and product specialists, to deliver comprehensive wealth management solutions.
• Stay informed on market trends, economic developments, and regulatory changes to provide timely and relevant advice to clients.
• Cultivate a strong network of referrals and leverage industry contacts to bring in new HNW clients and expand the portfolio.
• Achieve and exceed sales targets and key performance indicators (KPIs), contributing to the bank's growth and profitability.
• Ensure compliance with all relevant regulatory requirements, internal policies, and industry standards when offering financial advice or services.

Requirements:

• Prior experience as a Relationship Manager within Priority/Privilege/Premier Banking.
• Personal Bankers with a proven sales track record or Financial Advisors qualified for MDRT are encouraged to apply.
• Demonstrated sales expertise and ability to work with high-net-worth (HNW) clients.
• Knowledge of wealth management products like FX, bonds, and structured notes.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Sandy Ng Mei Qi

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

*Seeking for an Assistant Relationship Manager with minimum 3 years of experience as an Assistant RM and/or Credit analysis in Corporate Banking experience sector*

THE COMPANY

Renowned for their solid brand and bank’s culture, the company is well-received and accepted by their employees. The bank is currently seeking for an Assistant RM to be part of their team.

JOB RESPONSIBILITIES

• Assist the Corporate Banker's coverage and managing of the clients
• Conduct credit analysis, write credit papers and reports
• Perform credit reviews for the bank’s client
• Liaise with customers on any queries
• Monitor the bank’s loan portfolio
• Assist in the funding operations
• Ensure proper KYC and documentation
• Collaborate effectively with other internal and external stakeholders

JOB REQUIREMENTS

• Degree in Business Major in Finance/Economics/Commerce/Accountancy or ACCA or any other relevant education
• Minimum 3 years of experience as an Assistant RM and/or Credit analysis in Corporate Banking experience sector
• Highly analytical, focused, has good interpersonal and communication skills

If you will like to explore this opportunity, please email your resume in Microsoft Word format to [email protected]

We thank you for your interest and will contact shortlisted candidates for more detailed discussion.

For more job openings, please visit our website at https://resolutehunter.com/opportunities/

EA Licence 18C9105

EA Reg R1105305

Corporate Banking RM (GLC/Transport)

Our client, a leading bank is seeking a highly motivated and experienced Corporate Banking Relationship Manager (RM) to join their corporate banking team

Key Responsibilities:

• Manage and grow a portfolio of corporate clients, providing customized financial solutions to meet their needs.
• Originate new business opportunities by identifying potential clients, understanding their requirements, and offering appropriate banking products and services.
• Act as the primary point of contact for clients, providing strategic financial advice and developing long-term relationships with key stakeholders, including C-level executives and decision-makers.
• Cross-sell the bank’s products and services, including loans, trade finance, cash management, treasury products, and foreign exchange solutions.
• Prepare and present credit proposals, conducting financial analysis and risk assessments to ensure that proposed transactions meet the bank’s risk appetite and regulatory requirements.
• Collaborate with internal teams, including credit, risk, legal, and operations, to ensure seamless execution of deals and delivery of services.
• Monitor client accounts and ensure compliance with credit agreements, identifying and addressing any potential risks to the bank.
• Stay informed on market trends and industry developments, using this knowledge to advise clients on financial strategies and anticipate their future needs.
• Prepare regular reports on portfolio performance, client interactions, and business development activities for senior management.
• Drive client retention and satisfaction by delivering exceptional service and addressing client needs promptly and professionally.
• Work closely with senior management and the corporate banking team to meet revenue targets and contribute to the bank’s overall growth strategy.

Qualifications and Skills:

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field. Master’s degree or professional certification (e.g., CFA, CIB) is a plus.
• 5 to 10+ years of experience in corporate banking or commercial banking, with a proven track record of managing and growing client relationships.
• Strong knowledge of corporate banking products, including loans, working capital finance, trade finance, treasury solutions, and cash management.
• Experience in preparing credit proposals, conducting financial analysis, and performing risk assessments.

Office Location: Singapore, Central

Interested candidates kindly forward your CV to [email protected] (Ethel Tan Seok Khoon, Reg No: R2096281). Feel free to forward this great opportunity to someone who would be a great fit for this role.

All information will be kept strictly confidential. We regret to inform that only successful applicants will be contacted.

PeopleSearch Pte Ltd

EA License No: 16S8057

[Job ID: 669731]

Responsibilities:

• Focus on acquiring new-to-bank HNW Sign Ups by sourcing individual customers with potential for HNW Sign Ups.
• Promote a wide range of retail and priority products, including unsecured credit cards and insurance, to targeted customer segments.
• Establish strong relationships with internal stakeholders within Client Acquisition (CA) and external partners, such as property agents, brokers, and other sales agents.
• Engage with affluent and mass-market clients to facilitate their Priority Sign Up requests.
• Utilize various channels, including marketing campaigns, mortgage inquiries, employee banking events, networking functions, and roadshows.
• Be available to work outside of regular office hours and weekends for networking events, campaigns, and roadshows as required.
• Stay informed about market trends and competitor offerings
• Conduct regular market updates and follow-up activities with targeted customer groups to enhance product differentiation and maintain a competitive edge.

Requirement:

• Experience in banking sales with a proven track record.
• Results-driven, enthusiastic, self-motivated, and able to manage time well under pressure.
• Strong interpersonal and communication skills are essential.
• Passion for sales and excellent customer service.
• Skilled in delivering professional presentations to key stakeholders.
• Minimum of 4 years of experience in banking.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Sandy Ng

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

[Job ID: 401769]

The High Net Worth Banking Relationship Manager is responsible for managing and nurturing relationships with high-net-worth individuals (HNWIs), providing them with personalized financial services, investment advice, and wealth management solutions.

Key Responsibilities:

• Advocate for and cross-sell a variety of banking products and services, including but not limited to loans, deposits, wealth management, bonds, equities, and foreign exchange (FX).
• Conduct regular reviews of clients' portfolios, providing updates, performance analysis, and recommendations for adjustments based on market conditions and clients' changing needs.
• Build and manage strong, long-term relationships with high-net-worth individuals (HNWIs), understanding their financial goals, aspirations, and personal circumstances.
• Develop and implement tailored financial strategies that align with clients' objectives, ensuring a holistic approach to wealth management.
• Ensure a seamless and superior client experience by offering exceptional service and resolving any issues or concerns promptly.
• Work closely with internal teams, such as investment advisors, legal experts, and product specialists, to deliver comprehensive wealth management solutions.
• Stay informed on market trends, economic developments, and regulatory changes to provide timely and relevant advice to clients.
• Cultivate a strong network of referrals and leverage industry contacts to bring in new HNW clients and expand the portfolio.
• Achieve and exceed sales targets and key performance indicators (KPIs), contributing to the bank's growth and profitability.
• Ensure compliance with all relevant regulatory requirements, internal policies, and industry standards when offering financial advice or services.

Requirements:

• Prior experience as a Relationship Manager within Priority/Privilege/Premier Banking.
• Personal Bankers with a proven sales track record or Financial Advisors qualified for MDRT are encouraged to apply.
• Demonstrated sales expertise and ability to work with high-net-worth (HNW) clients.
• Knowledge of wealth management products like FX, bonds, and structured notes.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Sandy Ng Mei Qi

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

Roles and Responsibilities

• Be the first touch point for the bank’s new clients (South Asia & Emerging Market)
• Source and generate new leads through marketing calls, networking events and partnerships with external stakeholders
• Provide good customer service to clients by understanding their needs and directing them to the respective relevant department
• Engage in ongoing conversations with new clients to understand their needs and requirements to assess how the bank is able to help these clients to grow their wealth to achieve their financial goals
• Share about the bank’s products and offerings and evoke their interest in the banking products
• Provide accurate information regarding the benefits and privileges that the client will enjoy as a customer of the bank
• Comply with all regulations and controls as set by the Bank and external regulatory authorities

Skills and experience required

• Minimum degree required
• Minimum 3 years of business development / sales experience
• Strong understanding of south asia culture & regulations

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

Morgan Mckinley Pte Ltd

Claudia

EA Licence No: 11C5502

EAP Registration No: R2199597

Empower Financial Futures with Us!

About Us:
At The FI Space, we’re not just about banking—we’re about transforming lives through financial empowerment. As a team of passionate professionals, we thrive on delivering exceptional service, innovative solutions, and fostering meaningful connections. Join us, and let’s make a difference together.

Your Role: Retail Banking Relationship Manager
Are you ready to kick-start your career in the dynamic world of banking? Do you have a passion for sales and enjoy interacting with people? As a Retail Banking Relationship Manager, you’ll be on the frontlines of client engagement—building relationships, driving sales, and shaping brighter financial futures.

What You’ll Do:

• Engage and Build Relationships: Connect with retail banking clients through meaningful interactions and exceptional service.
• Understand and Deliver Solutions: Learn to assess clients’ financial needs and recommend tailored banking products and services.
• Be Passionate About Sales: Contribute to sales efforts, helping the team achieve targets while developing your own expertise.
• Collaborate for Success: Work with internal teams to deliver seamless and superior customer experiences.
• Learn and Grow: Stay informed about industry trends and market changes to enhance your skills and knowledge.
• Be the Problem Solver: Handle customer inquiries with care, ensuring every interaction is a positive experience.

Requirements:

• A Diploma in Finance, Business, or any related field (Fresh graduates are encouraged to apply!).
• A passion for sales and an eagerness to build strong client relationships.
• Excellent interpersonal and communication skills, with the ability to connect with people from all walks of life.
• A positive, customer-first mindset and a genuine interest in helping others achieve their financial goals.
• Willingness to learn and adapt in a dynamic, fast-paced environment.
• Proficiency in basic computer applications and a willingness to gain familiarity with banking software and CRM tools.
• A love for interacting with people—this role is perfect for those who want to be out in the field, not just behind a desk!

Why You’ll Love Working with Us:

• High Starting Base Salary to reward your efforts from day one.
• Career Development: Access to professional training programs and mentorship to help you grow.
• Balanced Benefits: Comprehensive health coverage, retirement plans, and paid time off.
• Inclusive Culture: Join a supportive and diverse team where your contributions are valued.

Ready to Start Your Career Journey?
If you’re enthusiastic, eager to learn, and excited to make a meaningful impact on clients’ lives, we’d love to hear from you! Submit your resume by clicking the ‘Apply’ button today.

We appreciate your interest, and while we’d love to connect with everyone, only shortlisted candidates will be contacted.

Let’s create impact together—apply now!

Heng Xin Yun (Carol)

EA Reg No: R25126727

EA License No: 21C0434

The client that we are partnering with is a prestigious bank that is well known for their personalised wealth management services.

Roles and Responsibilities

• Engage and prospect new offshore clients in regions such as SEA, North Asia & South Asia.
• Understand the financial needs of clients and provide them holistic recommendations & solutions.
• Consistently update clients on the latest market trends and information regarding their insurance & investment portfolio
• Work closely with internal stakeholders (investment specialist, banca specialist etc) to curate personalised solutions for clients.
• Uphold the bank’s customer service standards and comply with all compliance and regulation standards.

Skill and Requirements

• Minimum Diploma required
• Minimum 5 years of wealth management experience
• Strong sales track record
• Strong understanding of cross border regulations
• Strong understanding of financial markets & market trends
• Strong communication & interpersonal skills

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

Morgan Mckinley Pte Ltd

Claudia

EA Licence No: 11C5502

EAP Registration No: R2199597

*Seeking for an Assistant Relationship Manager with minimum 3 years of experience as an Assistant RM and/or Credit analysis in Corporate Banking experience sector*

THE COMPANY

Renowned for their solid brand and bank’s culture, the company is well-received and accepted by their employees. The bank is currently seeking for an Assistant RM to be part of their team.

JOB RESPONSIBILITIES

• Assist the Corporate Banker's coverage and managing of the clients
• Conduct credit analysis, write credit papers and reports
• Perform credit reviews for the bank’s client
• Liaise with customers on any queries
• Monitor the bank’s loan portfolio
• Assist in the funding operations
• Ensure proper KYC and documentation
• Collaborate effectively with other internal and external stakeholders

JOB REQUIREMENTS

• Degree in Business Major in Finance/Economics/Commerce/Accountancy or ACCA or any other relevant education
• Minimum 3 years of experience as an Assistant RM and/or Credit analysis in Corporate Banking experience sector
• Highly analytical, focused, has good interpersonal and communication skills

If you will like to explore this opportunity, please email your resume in Microsoft Word format to [email protected]

We thank you for your interest and will contact shortlisted candidates for more detailed discussion.

For more job openings, please visit our website at https://resolutehunter.com/opportunities/

EA Licence 18C9105

EA Reg R1105305

Our client is one of the largest bank, they are seeking for a UI/UX Designer to join the team to maintain, upgrade, design internal and external applications/website.

Contract: 12 months

Location: Downtown
Salary up to $6000

Here's what your week might look like

• You’ll work closely with designers & collaborating with engineers and stakeholders to make sure we are heading in the right direction when it comes to design systems & standards
• Once you know where you're going, it's time to tackle the behemoth tech systems and legal restrictions of a bank. Your product manager will become your best friend. You'll message the tech lead more than your parents. You'll get a crash course in finance law.
• We want to hire people who have opinions, believe in their ideas and are willing to fight for them. But we also want people who can recognise when a better argument or solution is put before them. All of us participate in user testing, and so will you.
• Like we said, producing good work is not good enough if it doesn't get built. We love you, Dribble/Behance. It's not you, it's us. You will meet stakeholders from different departments and articulate your ideas so clearly that you'll become an honorary Toastmaster.
• To prepare for those meetings you'll need to check the latest relevant data.
• Before you know it, it will be Friday and time for team dinner, drinks or Creative Day

Requirements:

• You're an end-to-end designer: you can turn high-level requirements into well-posed problem statements, wireframes, prototypes or Powerpoints for the management teams.
• You should have a strong working knowledge designing for mobile apps (iOS and Android)
• You can talk confidently and clearly about design and build lasting relationships with our stakeholders.
• And you're not afraid to improvise—to think on your feet—when required.
• You can brainstorm the next big thing one moment and still tweak pixels right before launch.
• You have the ability to prioritise (you don't focus on illustrations if the UX looks like a love child between Frankenstein and Krusty the Clown)

PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E EA License No. 01C4394 • EA Registration No. R21103542 (Ling Kai Jin)

By sending us your personal data and CV, you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for account creation in GO and the purposes set out in the Privacy Policy https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with GO’s Terms of Use https://go.persolkelly.com/Tac and the Privacy Policy. If you wish to withdraw your consent, please email us at [email protected]. Please feel free to contact us if you have any queries.

Cash Management Sales - Corporate Banking

Our client, a well-established bank is looking to fill the role of Cash Management Product Sales for their Corporate Banking arm.

Responsibilities

• Promote and sell cash management solutions, including payment, collection, liquidity, and treasury products, to corporate clients.
• Identify and develop new business opportunities through market research, client engagement, and cross-selling initiatives.
• Prepare proposals and presentations tailored to client requirements, ensuring alignment with their financial goals.
• Advise clients on best practices and strategies to optimize their cash flow, liquidity, and working capital.
• Collaborate with product management teams to enhance existing solutions and develop new products based on client feedback.

Requirements:

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
• 5 years of experience in cash management, transaction banking, or corporate banking sales.
• Proven track record in achieving sales targets and managing client relationships in a corporate banking environment.
• Strong understanding of cash management products, payment systems, and treasury solutions.

Office Location: Singapore, Central

Interested candidates kindly forward your CV to [email protected] (Ethel Tan Seok Khoon, Reg No: R2096281). Feel free to forward this great opportunity to someone who would be a great fit for this role.

All information will be kept strictly confidential. We regret to inform that only successful applicants will be contacted.

PeopleSearch Pte Ltd

EA License No: 16S8057

Responsibilities:

• Work with stakeholders to gather, analyze, and document business and system requirements.
• Collaborate with teams to ensure smooth system integration and identify potential challenges.
• Prepare clear functional and technical documentation to support development and deployment.
• Identify and address risks related to project scope and requirements.
• Work with offshore teams to develop and test scenarios for successful rollouts.
• Manage and prioritize defects and change requests to meet business needs.
• Troubleshoot and resolve issues, working with vendors when necessary.
• Provide Level 3 support by handling incidents, user queries, and system changes.
• Keep up with system updates and industry trends to provide useful insights.

Requirements:

• Bachelor’s degree in Computer Science, Information Systems, or related fields with at least 5+ years of experience in payment systems.
• Strong knowledge of payment systems like RTGS, NEFT, ACH, G3 Fast, and Payroll, with banking experience required.
• Familiarity with TCS BaNCS Payments, Java/J2EE, Oracle DB, SQL, Unix/Linux, and IBM WAS will be an advantage.
• Strong analytical, problem-solving, and communication skills.
• Self-motivated, adaptable, and able to manage multiple tasks efficiently.

*Seeking for a Loan and Treasury Operations AM/AVP with relevant 7 years of Banking- Loan operations OR Loans AND Treasury operations experience*

THE COMPANY

Rooted in their commitment and service to their clients, the company has a well-received yet stable brand within the Banking sector. They currently seek a Loan and Treasury Operations (AM/AVP) to be part of their Operations team.

JOB RESPONSIBILITIES

• To be part of the Loan and Treasury Operations
• Handle Treasury products (FX, Derivatives, Bonds, Money Market)
• Handle Loans from Corporate bank
• Handle relevant Operations project
• Handle IT system (SWIFT)
• Prepare relevant Operations, MAS reporting
• Write and improve Operations policies
• Work closely with other business stakeholders

JOB REQUIREMENTS

• Degree in Business Studies/Finance/Banking/Economics/Commerce or any other relevant education
• Minimum 7 years of relevant loan and treasury operations experience in Banking industry OR 7 years of loan operations experience
• Meticulous, organized, team player and has good interpersonal skills

If you will like to explore this opportunity, please email your resume in Microsoft Word format to [email protected]

We thank you for your interest and will contact shortlisted candidates for more detailed discussion.

For more job openings, please visit our website at https://resolutehunter.com/opportunities/

EA Licence 18C9105

EA Reg R1105305

Job Responsibilities:

• Manage projects end to end, including planning, execution, and delivery.
• Maintain timelines, track deliverables, and ensure completion.
• Update presentation decks for weekly status meetings.
• Conduct daily stand-ups with stakeholders for alignment.
• Identify risks, propose solutions, and escalate when needed.
• Track IT budgets and ensure financial accountability.
• Plan implementation cut-overs and prepare run-books.
• Ensure compliance with governance requirements.

Job Requirements:

• 8–10 years of experience in managing complex projects.
• Strong skills in planning, risk management, and delivery.
• Knowledge of Waterfall and Agile methodologies.
• Familiarity with Avaloq systems is a plus.
• PMP certification preferred.
• Excellent communication and stakeholder management.

*Seeking for a Loan and Treasury Operations AM/AVP with relevant 7 years of Banking- Loan operations OR Loans AND Treasury operations experience*

THE COMPANY

Rooted in their commitment and service to their clients, the company has a well-received yet stable brand within the Banking sector. They currently seek a Loan and Treasury Operations (AM/AVP) to be part of their Operations team.

JOB RESPONSIBILITIES

• To be part of the Loan and Treasury Operations
• Handle Treasury products (FX, Derivatives, Bonds, Money Market)
• Handle Loans from Corporate bank
• Handle relevant Operations project
• Handle IT system (SWIFT)
• Prepare relevant Operations, MAS reporting
• Write and improve Operations policies
• Work closely with other business stakeholders

JOB REQUIREMENTS

• Degree in Business Studies/Finance/Banking/Economics/Commerce or any other relevant education
• Minimum 7 years of relevant loan and treasury operations experience in Banking industry OR 7 years of loan operations experience
• Meticulous, organized, team player and has good interpersonal skills

If you will like to explore this opportunity, please email your resume in Microsoft Word format to [email protected]

We thank you for your interest and will contact shortlisted candidates for more detailed discussion.

For more job openings, please visit our website at https://resolutehunter.com/opportunities/

EA Licence 18C9105

EA Reg R1105305

Roles and Responsibilities

• Be the first touch point for the bank’s new clients (South Asia & Emerging Market)
• Source and generate new leads through marketing calls, networking events and partnerships with external stakeholders
• Provide good customer service to clients by understanding their needs and directing them to the respective relevant department
• Engage in ongoing conversations with new clients to understand their needs and requirements to assess how the bank is able to help these clients to grow their wealth to achieve their financial goals
• Share about the bank’s products and offerings and evoke their interest in the banking products
• Provide accurate information regarding the benefits and privileges that the client will enjoy as a customer of the bank
• Comply with all regulations and controls as set by the Bank and external regulatory authorities

Skills and experience required

• Minimum degree required
• Minimum 3 years of business development / sales experience
• Strong understanding of south asia culture & regulations

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No: 11C5502 | EAP Registration No: R2199597

The client that we are partnering with is a prestigious bank that is well known for their personalised wealth management services.

Roles and Responsibilities

• Engage and prospect new offshore clients in regions such as SEA, North Asia & South Asia.
• Understand the financial needs of clients and provide them holistic recommendations & solutions.
• Consistently update clients on the latest market trends and information regarding their insurance & investment portfolio
• Work closely with internal stakeholders (investment specialist, banca specialist etc) to curate personalised solutions for clients.
• Uphold the bank’s customer service standards and comply with all compliance and regulation standards.

Skill and Requirements

• Minimum Diploma required
• Minimum 5 years of wealth management experience
• Strong sales track record
• Strong understanding of cross border regulations
• Strong understanding of financial markets & market trends
• Strong communication & interpersonal skills

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No: 11C5502 | EAP Registration No: R2199597

Responsibilities:

1. Portfolio Analysis:

- Conduct in-depth analysis of investment portfolios, assessing performance metrics and risk factors.

- Utilize financial techniques to evaluate potential investment opportunities.

2. Market Research:

- Stay abreast of financial market trends, economic indicators, and industry developments.

- Analyze market data to provide insights into investment strategies and potential risks.

3. Client Interaction:

- Collaborate with clients to understand their financial goals, risk tolerance, and investment preferences.

- Provide regular updates on portfolio performance and recommend adjustments based on client objectives.

4. Asset Allocation:

- Assist in developing and implementing asset allocation strategies tailored to clients' investment objectives.

- Monitor and rebalance portfolios to ensure alignment with strategic asset allocation targets.

5. Due Diligence:

- Conduct due diligence on potential investment opportunities, assessing financial statements, management teams, and market conditions.

- Prepare comprehensive reports outlining investment recommendations and associated risks.

6. Regulatory Compliance:

- Ensure compliance with relevant financial regulations and internal policies.

- Stay informed about changes in regulatory requirements and industry best practices.

7. Performance Reporting:

- Generate and present performance reports to clients, highlighting investment returns, risks, and market conditions.

- Analyze performance metrics and make recommendations for optimizing portfolio performance.

8. Relationship Management:

- Cultivate and maintain strong relationships with clients, addressing inquiries and providing exceptional service.

- Collaborate with internal teams, including financial advisors and risk management, to enhance client satisfaction.

9. Technology Utilization:

- Leverage financial software and tools for data analysis, risk assessment, and portfolio management.

- Stay current on advancements in financial technology to enhance operational efficiency.

10. Continual Learning:

- Engage in ongoing professional development to stay current on industry trends, investment strategies, and financial products.

- Pursue relevant certifications to enhance knowledge and credibility in the field.

Qualifications:

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

[Job ID: 669731]

Responsibilities:

• Focus on acquiring new-to-bank HNW Sign Ups by sourcing individual customers with potential for HNW Sign Ups.
• Promote a wide range of retail and priority products, including unsecured credit cards and insurance, to targeted customer segments.
• Establish strong relationships with internal stakeholders within Client Acquisition (CA) and external partners, such as property agents, brokers, and other sales agents.
• Engage with affluent and mass-market clients to facilitate their Priority Sign Up requests.
• Utilize various channels, including marketing campaigns, mortgage inquiries, employee banking events, networking functions, and roadshows.
• Be available to work outside of regular office hours and weekends for networking events, campaigns, and roadshows as required.
• Stay informed about market trends and competitor offerings
• Conduct regular market updates and follow-up activities with targeted customer groups to enhance product differentiation and maintain a competitive edge.

Requirement:

• Experience in banking sales with a proven track record.
• Results-driven, enthusiastic, self-motivated, and able to manage time well under pressure.
• Strong interpersonal and communication skills are essential.
• Passion for sales and excellent customer service.
• Skilled in delivering professional presentations to key stakeholders.
• Minimum of 4 years of experience in banking.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Sandy Ng

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

About the job

• Identify opportunities to promote banking products across existing and new customers
• Conduct financial needs analysis to understand customers' financial goals and offer wealth management solutions such as insurance, structured deposits, loans and investment products
• Ensure compliance to service standards and provide excellent customer service and banking experience
• Regularly send customers information relating to market movements and trend analysis on the financial products that they have purchased and present new and suitable opportunities to customers
• Engage in networking and marketing campaigns to increase customer base
• Comply with all regulations and controls as set by the Bank and external regulatory authorities

Skills and experience required

• Minimum Diploma required
• Good effective communication skills
• Analytical and logical thinking

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA License No: 11C5502 | EAP Registration No: R2199597

*Responsibilities:*

1. *Customer Engagement:*

- Build and maintain strong relationships with customers.

- Provide excellent customer service and address inquiries regarding financial products and services.

- Actively engage in cross-selling and upselling financial products to meet sales targets.

2. *Product Knowledge:*

- Stay updated on the bank's products and services.

- Effectively communicate product features and benefits to customers.

- Assist customers in selecting the right banking products to meet their financial needs.

3. *Sales Targets:*

- Achieve and exceed monthly sales targets.

- Identify opportunities for revenue generation and actively pursue them.

- Collaborate with team members to enhance overall sales performance.

4. *Documentation and Processing:*

- Assist customers in completing necessary documentation for various financial transactions.

- Ensure accuracy and compliance with financial regulations in all customer interactions.

- Process the forwarding of account openings, loan applications, and other financial transactions efficiently.

5. *Compliance:*

- Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.

- Ensure that all customer interactions and transactions comply with internal policies and external regulations.

6. *Problem Resolution:*

- Address and resolve customer issues and complaints in a timely and effective manner.

- Collaborate with other departments to resolve complex customer inquiries.

7. *Team Collaboration:*

- Work closely with team members to achieve overall goals.

- Participate in team meetings and contribute to a positive team environment.

8. *Market Research:*

- Stay informed about industry trends, market conditions, and competitor offerings.

- Provide feedback to management regarding customer preferences and market demands.

9. *Training and Development:*

- Participate in ongoing training programs to enhance product knowledge and sales skills.

- Share insights and best practices with team members to improve overall performance.

*Qualifications:*

- Local diploma or A Levels; bachelor's degree in business or related field is a plus.

- Strong interpersonal and communication skills.

- Knowledge of banking products and services.

- Ability to work in a target-driven environment.

- Attention to detail and strong organizational skills.

*Benefits:*

- Competitive salary and performance-based incentives.

- Health, and retirement benefits.

- Ongoing training and professional development opportunities.

- Opportunities for career advancement within the organization.

*Responsibilities:*

1. *Customer Engagement:*

- Build and maintain strong relationships with customers.

- Provide excellent customer service and address inquiries regarding financial products and services.

- Actively engage in cross-selling and upselling financial products to meet sales targets.

2. *Product Knowledge:*

- Stay updated on the bank's products and services.

- Effectively communicate product features and benefits to customers.

- Assist customers in selecting the right banking products to meet their financial needs.

3. *Sales Targets:*

- Achieve and exceed monthly sales targets.

- Identify opportunities for revenue generation and actively pursue them.

- Collaborate with team members to enhance overall sales performance.

4. *Documentation and Processing:*

- Assist customers in completing necessary documentation for various financial transactions.

- Ensure accuracy and compliance with financial regulations in all customer interactions.

- Process the forwarding of account openings, loan applications, and other financial transactions efficiently.

5. *Compliance:*

- Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.

- Ensure that all customer interactions and transactions comply with internal policies and external regulations.

6. *Problem Resolution:*

- Address and resolve customer issues and complaints in a timely and effective manner.

- Collaborate with other departments to resolve complex customer inquiries.

7. *Team Collaboration:*

- Work closely with team members to achieve overall goals.

- Participate in team meetings and contribute to a positive team environment.

8. *Market Research:*

- Stay informed about industry trends, market conditions, and competitor offerings.

- Provide feedback to management regarding customer preferences and market demands.

9. *Training and Development:*

- Participate in ongoing training programs to enhance product knowledge and sales skills.

- Share insights and best practices with team members to improve overall performance.

*Qualifications:*

- Local diploma or A Levels; bachelor's degree in business or related field is a plus.

- Strong interpersonal and communication skills.

- Knowledge of banking products and services.

- Ability to work in a target-driven environment.

- Attention to detail and strong organizational skills.

*Benefits:*

- Competitive salary and performance-based incentives.

- Health, and retirement benefits.

- Ongoing training and professional development opportunities.

- Opportunities for career advancement within the organization.

• Managing financial and investment portfolios for corporate businesses (B2B) and individual clients (B2C), with emphasis on Investment, Risk and Asset Management.
• Analysis on financial markets and investment trends including Funds such as Equities, ETFs, Bonds and Unit Trusts.
• Providing integrated wealth solutions for clients and businesses through Wealth Preservation, Partnership Management and Business Succession Planning.
• Entry level position. Full-time and part-time positions available.
• Undergraduates and Fresh Graduates are welcome.
• Flexible working hours, work from home option available.
• No background or experience in Finance required.

Eligibility Requirements

• Candidates must possess at least one of the following academic minimum entry requirements:
• A full certificate in GCE 'A' Level;
• International Baccalaureate Diploma qualification,
• Diploma awarded by a Polytechnic in Singapore,
• Or any other academic qualification which is equivalent to the above qualifications.

What you can expect:

• Career progression to managerial and directorial roles.
• Entails work-life balance and flexible working hours.
• Comprehensive structured training program.
• One-to-one Mentorship will be provided.
• Excellent team support in a friendly working environment.
• Remuneration: Additional commissions & bonuses are based on performance.
• Incentivized overseas trips.

- Represent a top Global Bank

- Portfolio Construction and Portfolio Management

- Update clients on market movements and the economy

- Business Development to onboard mass affluent and high net worth clients

- Attend investment monthly fund house trainings (fully funded by company)

- Relationship Management with existing clients

- Introduction of Wealth Management tools to clients

- Customised career progression (Sales or Management Track)

Training provided

- Monthly investment training by more than 30 Global Asset Managers (JP Morgan, Goldman Sachs, Franklin Templeton, BlackRock etc.)

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- Communications training

- Management training

- Structured training to put you on the path of success

Requirements:

- Go Getter

- Excellent communication skills

- Highly motivated individuals who work well in a team

- Local Diploma / Full 'A' Level Cert / Degree

- Candidates with a background in Wealth Management or Sales would have an added advantage