Associate Relationship Manager (Banking Client) - Perm Role

$6,000 - $10,000 monthly

About the Organization

The client is a leading financial institution providing a wide range of banking and financial services to individuals and businesses. With a strong presence in Singapore and the organization is committed to delivering exceptional customer experiences and innovative financial solutions.

Primary Role:

Support the Head of Securities Marketing in managing investment-related activities within the Treasury department. This includes overseeing client accounts and ensuring compliance with the Securities and Futures Act (SFA) and the Financial Advisers Act (FAA). The role focuses on growing client relationships, delivering tailored investment solutions, and achieving performance targets.

Key Responsibilities:

1. Build and nurture long-term client relationships, driving growth in market share and client asset size to meet annual revenue goals.
2. Provide personalized investment advisory services to Private Banking clients, creating strategies aligned with their goals and risk profiles.
3. Generate innovative investment product ideas and stay informed of market trends to offer expert guidance.
4. Assist clients with the investment account opening process by offering clear guidance, ensuring compliance with regulatory disclosures.
5. Facilitate customer categorization (e.g., professional investors, derivative knowledge) by gathering and verifying necessary documentation.
6. Execute investment product transactions based on customer instructions while adhering to regulatory requirements.
7. Clearly explain product features, associated risks, fees, and other key information during the sales process.
8. Perform suitability assessments to identify products that may be unsuitable or mismatched, escalating as needed for management approval before execution.
9. Ensure all selling processes comply with company policies and regulatory guidelines, obtaining necessary acknowledgments and confirmations from clients.
10. Stay updated on market developments, trends, and investment products, providing feedback on client needs for potential new offerings.

Job Requirements:

• Education: A bachelor’s degree in Finance, Economics, Business Administration, or a related field is required.
• Experience: A minimum of 3-5 years of relevant experience in investment advisory, private banking, or financial services.
• Strong understanding of investment products, financial markets, and regulatory requirements under SFA and FAA.
• Proven ability to build and manage client relationships effectively.
• Excellent communication and interpersonal skills, with the ability to convey complex financial information in a clear and concise manner.
• Certification in relevant financial qualifications (e.g., CMFAS modules, CFA, or CFP) is highly advantageous

Interested applicants, please click "APPLY NOW" or send your resume to [email protected]

We regret to inform you that only shortlisted candidates will be notified.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Joselito Peciller | EA Reg No: R25126580

The successful incumbent will be responsible for providing excellent service for a dedicated group of investors, and will be the centre of a servicing ‘gold standard’. The key areas will cover all aspects of Wealth Management and in managing private client relationships which will incorporate transaction execution, investment analysis and other client services.

A brief description of responsibilities as follows:

• Supporting the Client Advisers to provide excellent service to high net worth clients & investors, maintaining a high standard of service quality in all work and output
• A strong understanding of complex client requirements, acting as the clients’ key interface in direct interactions and communication
• Partnering Client, Business Support and Third-Party Service Providers to ensure smooth and prompt transaction processing & service delivery of client requirements
• Provide market updates to clients, prepare client statement and reports related to the portfolio, as well as specific product performance
• Receive and execute trade orders in a timely and accurate manner through to settlement
• Prepare investment reviews and periodic portfolio reviews, which include portfolio rebalancing and asset allocation calibration
• Responsible for the operation and maintenance of in-house funds
• Initiating account openings and ensuring completion of all initial and ongoing documentation requirements
• Perform Periodic due diligence and ensure relevancy of clients’ documentations
• Responsible for proper maintenance of CRM system, working closely with external provider on troubleshooting and system improvements
• Adhering to the MAS regulatory requirements and achieving compliance standards at all times.

Skill Requirements of the Position

Personal and Social

Must be a strong team player and possess excellent inter-personal skills, with an ability to integrate quickly into an established team and communicate closely with team members, most importantly with the firm’s clients and investors.

The incumbent will be expected to show initiative, be assertive and highly independent in their work. Strong communication skills, a highly pleasant demeanour, the ability to take on responsibility and ownership are must haves.

Professional and Technical

A keen interest in the regional wealth management industry – an aptitude to service the needs of UHNW/HNW clients: mainly Expatriate, Singaporean, Malaysian, and other client groups is essential.

Sound knowledge of banking products and services including investment products such as mutual funds, equities, bonds, ETF’s and treasury products. Proficiency with financial tools such as Bloomberg and Microsoft Excel required. Knowledge in VBA and other programming language such as SQL preferred.

The incumbent must have strong analytical, written and spoken English skills, Mandarin language skills are a bonus. Relevant banking &/or finance qualifications will be highly regarded.

Regulatory Requirement

All necessary qualifications as required by the MAS must be acquired within a 6month period from commencement of employment.

[Job ID: 520708]

The Offshore Relationship Manager is responsible for managing and nurturing relationships with high-net-worth individuals (HNWIs) in Malaysia market, providing them with personalized financial services, investment advice, and wealth management solutions. This includes offering tailored banking solutions, identifying new business opportunities, cross-selling products, and ensuring the highest level of customer satisfaction.

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).
• Build, maintain, and enhance long-term relationships with both new and existing clients.
• Serve as the primary point of contact for clients, addressing inquiries and resolving issues promptly.
• Understand clients’ financial goals and needs to provide personalized banking solutions.
• Identify new business opportunities to acquire high-net-worth clients
• Meet and exceed sales targets and KPIs related to product uptake and client growth.
• Provide expert financial advice and guidance to clients, considering their specific financial needs and risk tolerance.
• Advise clients on wealth management, investments, and other banking solutions in line with the bank's offerings.
• Assist in the assessment and management of the credit risk for clients.
• Conduct thorough due diligence and ensure proper documentation for all new accounts and loans.
• Stay updated on market trends, economic changes, and regulatory updates that may impact clients and banking operations.
• Provide regular reports on client activities, sales performance, and market insights.
• Ensure clients receive top-tier service through proactive follow-ups and addressing any concerns.
• Resolve customer complaints or issues with efficiency, maintaining high client satisfaction levels.

Requirements:

• A bachelor’s degree in Finance, Business Administration, or related fields.
• At least 3-5 years of experience in banking, financial services, or sales, with a strong background in relationship management or wealth management in Malaysia.
• Strong communication and interpersonal skills with the ability to engage and build relationships with clients.
  Excellent understanding of banking products, financial markets, and investment strategies.
• Proficient in sales techniques, with a proven track record of achieving sales targets.
• Ability to work independently and manage a portfolio of clients effectively.

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

Are you looking to elevate your career in corporate banking? We have an exciting opportunity for an experienced Corporate Banking Relationship Manager specializing in aviation, shipping, and transportation industries. Join a globally recognized financial institution that values innovation, collaboration, and delivering exceptional client solutions.

This role is tailor-made for candidates passionate about corporate banking, with expertise in aviation finance, shipping finance, and transportation finance. You will manage a portfolio of high-value corporate clients, drive business development, and deliver innovative financial solutions, including ESG loans, treasury products, and trade finance services.

Positions Available: Assistant Vice President (AVP) & Vice President (VP)

1. Assistant Vice President (AVP) – 5 to 8 years of experience
2. Vice President (VP) – 8 to 15 years of experience

Both roles offer opportunities to work on innovative financial solutions, including ESG loans, syndicated deals, and asset-backed financing, while managing and growing a portfolio of high-value clients.

Key Responsibilities

• Portfolio Management: Manage and grow relationships with clients in the aviation, shipping, and transportation sectors.
• Deal Structuring & Execution: Originate and execute bilateral and syndication deals, including structuring ESG-related loans and asset-backed financing.
• Cross-Selling Financial Solutions: Promote treasury products, trade finance, and investment banking services to clients.
• Credit and Risk Analysis: Conduct in-depth financial modeling, credit application reviews, and risk assessments.
• Client Engagement: Collaborate with internal and external stakeholders to deliver end-to-end financial solutions.

What We’re Looking For

• AVP: 5 to 8 years of experience in corporate banking, with expertise in aviation and shipping finance.
• VP: 8 to 15 years of experience in corporate banking, with a proven track record in credit structuring, deal origination, and client portfolio management.
• Education: Bachelor’s degree in business administration, finance, economics, or related disciplines.
• Language Skills: Proficient in English and Chinese to liaise with international stakeholders.
• Skills: Strong financial acumen, multitasking abilities, and experience in handling ESG loans and cross-border solutions.

Why Join Us?

• Be part of a high-performing team focused on aviation, shipping, and transportation finance.
• Work on cutting-edge financial products, including ESG loans and syndicated deals.
• Competitive remuneration packages and clear pathways for career advancement.
• Gain global exposure while collaborating with international teams.

Apply Now

Don’t miss this chance to elevate your career in corporate banking.

[Job ID: 401769]

Key Responsibilities:

• Build and manage strong, long-term relationships with high-net-worth individuals (HNWIs), understanding their financial goals, aspirations, and personal circumstances.
• Provide personalized financial advice, including investment management, wealth structuring, tax optimization, retirement planning, and estate planning.
• Develop and implement tailored financial strategies that align with clients' objectives, ensuring a holistic approach to wealth management.
• Proactively identify opportunities for cross-selling and upselling banking products and services, including lending solutions, insurance, and investment opportunities.
• Conduct regular reviews of clients' portfolios, providing updates, performance analysis, and recommendations for adjustments based on market conditions and clients' changing needs.
• 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

[Job ID: 401667]

Responsibilities:

• Build and maintain strong, long-lasting relationships with individual and business clients, understanding their financial needs and goals.
• Provide expert advice on a wide range of banking products and services, including savings and investment accounts, loans, mortgages, and wealth management solutions.
• Proactively identify new business opportunities and cross-selling opportunities to drive revenue growth and meet sales targets.
• Conduct regular client meetings to review their financial portfolios, address concerns, and recommend suitable banking solutions.
• Ensure timely follow-up with clients, ensuring their needs are met and any issues or concerns are addressed promptly.
• Develop and implement strategies to retain existing clients and attract new business through referrals and networking.
• Collaborate with other departments (e.g., credit, operations, and risk management) to ensure a seamless service experience for clients.
• Monitor the market and industry trends to stay up-to-date with competitor offerings and identify opportunities for differentiation.
• Manage and oversee clients' accounts, ensuring that all transactions comply with relevant regulations and internal policies.
• Handle client inquiries and resolve issues related to banking services, providing exceptional customer service at all times.

Requirements:

• Degree holder.
• Driven and goal-focused individuals who are passionate about financial planning and wealth management.
• Willing to work a 5.5-day week, with the flexibility to meet clients beyond regular hours.

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

Responsibilities

We are looking for qualified wealth-planning professionals to join our Retail Banking team. As a Prestigious Wealth Management Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions. With a focus on forging long-term relationships with our mass-affluent customers, you are able to tailor holistic financial planning solutions to address customers’ unique needs and grow their wealth with us.

• Provide comprehensive financial advice and wealth management solutions for Prestigious Wealth Management and retail customers, including but not limited to insurance and unit trusts
• Be well-versed in the bank’s products and services to address customers’ financial needs
• Proactively develop and deepen relationships with customers assigned to you while also expanding your customer base and establishing new customer relationships to generate revenue
• Consistently meet sales targets and all other deliverables

Requirements

• Diploma qualification or above
• At least 2 years of relevant financial advisory experience in banking and/or financial services
• Equipped with the necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework, namely CMFAS Module 5, 8, 8A, 9, 9A and Health Insurance
• Strong interpersonal skills and results-oriented with professional conduct and a proven ability to consistently achieve sales targets
• Good knowledge of wealth management and investment products, as well as industry trends

Job Responsibilities:

- Create job posting on different social media platforms

- Identify and pursue potential members or clients through various sales channels, such as cold calling, networking, referrals and job fairs

- Guide the new members on the registration process in the platform system, job requirements as per client request, payment and benefits

- Job matching of candidates based on the staffing needs and work schedule for clients with our own automated system

- Interviewing and assessing prospective applicants about the responsibilities, groom standards, salary and benefits of the job

- Develop and nurture strong relationships with existing and prospective clients to understand their needs, preferences, and pain points

Job Requirements:

- Excellent interpersonal and communication skills

- Achieving and maintaining targets

- Strong sense of responsibility

- Able to work in a fast-paced environment

- Candidates with prior experiences in manpower outsourcing will be advantageous

Six Rivers Recruitment is a recruitment agency focusing on sourcing and placement of WP and Spass holders from India and Bangladesh. We are looking for charismatic individuals to expand our client base and form the backbone of our company.

Client Relationship (CR) Executives will be expected to source for companies which need foreign manpower, through cold calls, emails, visits to companies or through personal contacts. Once a client-company relationship has been established, Executives are required to provide excellent customer service and maintain a good relationship.

CR Executives will not be required to report to a physical office, but must accompany management personnel for client visits when required. CR Executives will be required to provide status updates to management via online meeting platforms or Whatsapp, and must do so promptly and accurately.

CR Executives will be rewarded with a percentage of the earnings for successful worker placements ie. worker arrives in Singapore. Those who exceed targets will be further rewarded. The performance of the company will determine the annual bonus amount, with star performers getting a larger slice of the bonus pie.

Requirements:

1. A customer-centric attitude, willing to go the extra mile to provide excellent customer care.

2. Decent spoken and written communication skills. Good English is a must, and good grasp of any other language is a plus.

3. Self-driven and independent.

4. Having previous experience working as a company HR dealing with foreign workers, or experience as a staff at an employment agency is a plus.

Kinwei Technology Group Pte Ltd is a general distributor of SK Hynix which is a leading DRAM manufacturer worldwide. To cope with the expansion need, we are looking for a dynamic talent to join our growing team.

Location: Close to Ubi MRT/ Ubi Road 2

Working hours: 9 am to 6 pm (Monday to Friday)

Responsibilities:

1. Perform Customer Service Relationship matters and liaison with the Warehouse in Hong Kong.
2. Procurement from vendor and perform quotations to customer.
3. Handle escalation, dispute and issue raised by customer or vendor.
4. Co-ordinate with oversea agents & shipper for arranging shipments
5. Ensure SOP compliance by overseas agent and customer specific SOPs.
6. Update shipment data into systems.
7. Co-ordinationwith contactor for transport pick up and deliveries
8. Verification of the completeness and accuracy of all forwarding documents, including obtain dangerous goods approval from carrier where necessary.
9. Correspond and follow up on emails timely.
10. Other ad-hoc duties as assigned.

Requirement:

• Diploma/ degree in related discipline
• Minimum 1 years of experience within the trading industry (preferred; not a must)
• Candidates with good knowledge of Singapore FRS preferred
• Hands-on experience in managing overall CRS functions
• Proficient in Microsoft Excel
• Bilingual is must (mandarin & english).
• Good knowledge and familiar with ERP software is a plus
• Able to work independently

Job Description

• Dealing with all range and multi brand of vehicles/passenger's car which include diesel & petrol engine as well as electric vehicles/passenger's car in regard to sales and/or rental activities
• Acquire sales with new and existing clients to meet targeted sales objectives
• Identify/Build/Expand new clients base to achieve sales opportunities
• Purchase all types of pre-owned vehicles/passenger's car for inventory replenishment
• Follow-up/Develop sales lead to achieve monthly sales target
• Attend to sales inquiries
• Resolve customer complaints/issues
• Maintain a proactive relationship with existing/new customers
• Arrange for regular meetings with Corporate clients
• Develop relationships for both new and existing customers
• Submit Report on weekly and monthly sales activities

Requirements

• Good interpersonal and communication skills (both in spoken and written)
• Minimum 2-3 years of experience in vehicle/passenger's car sales
• Positive attitude, willingness to learn and hungry for sales
• Good team player, KPI driven and self motivated
• Resilience, Resourceful and Sale-Oriented
• Experience in automotive industry would be an added advantage
• Willing to work on weekend and public holiday

Job Responsibilities:

• Adhering compliance of the client's and Compass Group Singapore policies and procedure
• Provide a “best in class” service to all clients
• Conduct a professional and friendly customer service to ensure to answer customer and occupant queries around general Client information such as internal departments, locations/way finding and contact and timings of spaces within the building
• To assist with functions / events, to ensure visitors expectations are met and exceeded prior to, during and assist to gather post event feedback
• Executes conference room and event space set ups
• Ensure meeting space are set up before every meeting
• Ensure equipment, amenities and conference room facilities with defects are raised as work orders to relevant departments
• Ensure that the reception area is clean, clear from health & safety hazards and the desk and team look professional and in accordance grooming standards
• Answer the telephone in a professional defined manner
• Escorts clients and visitors to the meeting rooms
• Takes Beverage requests for meetings and sessions
• Coordinate beverage requests with Tea Ladies
• Coordinate with external vendors to be able to propose interesting campaigns/events and/or roadshows that will be of benefit to Client staff and their visitors
• Know key transport routes to major locations including the other Client sites, the airport and key areas around Singapore.
• Assisting with taxi bookings or providing shuttle bus info
• Ensure these customers arrival and welcome is professional and their first entry point is engaging
• Assist with Visitor collection and updating of relevant databases.
• Manage all meeting room bookings in EMS and Outlook calendar
• Assist in ad hoc/urgent meeting room bookings via Outlook CMS (Client Meeting Services).
• Handle requests for room set-up on meetings, trainings, road shows, and functions
• Update and verify accuracy of Outlook calendar for Events, Meetings and Workshops
• Maintain meeting rooms/conference facilities clean, tidy and setup as per requirements
• Ensure for any events, the event service delivers a total end to end service experience and proactive approach taken to conference/event service change requests or support
• Be the main contact support for all visitors to the site, executing defines emergency and
  evacuation protocols
• Administrate Front of House monthly reports and provide analysis of results. From the trends,
  create experiences and/or process improvements on a continuous basis
• Complete any in-person learning or eLearning assigned by client, CBRE and Compass in a
  timely manner
• Assist Hospitality Operations Manage with Back of House coordination, communication, and
  operations
• Report any faulty equipment manage by Compass with it’s respective vendors
• Manage and submit Compass vendor’s Permit to Work on site
• Any other duties as assigned by the Hospitality Operations Manager

Health and Safety Responsibilities:

• Adhere to Compass Singapore HSE and client’s systems and procedures
• Follow all Emergency Response plans on site
• Follow procedures for identifying, assessing and controlling hazards and risks
• Adhere to and always maintain food handling standards and food safety plan
• Participate and complete any client, CBRE and Compass HSE trainings assigned

Job Requirements:

• Candidate must possess at least O Level / Diploma / Advanced / Higher / Graduate Diploma
• Minimum 1 - 3 years’ experience in reception in a hospitality and/or corporate environment required
• Experience handling executive club lounge would be advantage
• Must present a professional and friendly image
• Demonstrates proactive & professional approach to customer service
• Ability to confidently interact with all levels of the organisation from CEO to cleaning contractors
• Able to work independently

Relationship Managers #HMS

Asia Square

can start in feb 2025

up to 5k

No experience required as training will be provided

• In conjunction with Head of Coverage – Singapore (overseeing SEA portfolio) work closely to formulate and implement FAB’s strategic plan for Mid-Tier Corporates, bearing in mind the laws, rules and regulations of Indonesia and SEA region.
• Help in the identification of potential client relationships
• Help interactions with clients and strengthen our relationships with Mid Tier Corporates & SEA companies
• Ensure that the Bank is in possession of all required facility documents duly executed by the client.
• Initiate KYC process and review the Account on a periodic basis in supporting their business offshore.
• Initiate prospects and assess opportunities for an assigned portfolio of corporate (but not limited to) relationship and new clients. (for offshore business only)
• Work closely with Representative Offices, Branches and Head Office to generate business leads for offshore business.

How to Apply: Send your resume to:

• Primary Objective: Provide Wealth Management solutions to Personal Banking Clients through the sales of Bancassurance and Investment Funds products
• Products: Guaranteed Issuance Offers, Investment-Linked Policies, Savings Plans, Endowment Plans, Annuities, Retirement Plans, and Investment Funds (Mutual Funds, Index Funds, Unit Trusts)
• Medium: Engage Walk-in clients through face-to-face (F2F) consultations, or tele-prospecting using the bank’s extensive database of prospects to conduct F2F or virtual meetings
• Remuneration & Benefits (Uncapped Earning Potential)
  First-Year Income: $80,000-$100,000++ (Fixed + Commissions)
• Fixed Component:
  - No Experience: $3,600-$3,800 Basic + $300 Monthly Allowance
  - Experienced Bankers or Financial Sales Professionals: Up to $5,000 Basic + $300 Monthly Allowance + Sign-On Bonus
• Commissions:
  Earn around $10,000 in Quarterly Commissions for achieving 100% Sales Target, with additional UNCAPPED rewards for exceeding targets
• Working Hours: 5.5 days
  Mon-Fri: 8:30AM-4:30PM or 10AM-5:30PM
  Sat: Half-day (until 1-2PM) - 0.5-day off-in-lieu provided
• Working Location: Assigned to a Bank Branch (island wide; based on available vacancies)
• Perks: Overseas Incentive Trips, Awards, 24 days of Annual Leave, Wellness Allowances, Preferential Staff Rates, and more
• Paid Training: 3-week Classroom Training + 8-9 weeks of On-The-Job Training

Requirements

• Candidates requiring Work Visa need NOT apply
• Minimum Local Diploma, or Bachelor's Degree, of any discipline (as per MAS requirements)
• No background or prior experience required
• Obtain relevant CMFAS certifications if shortlisted (guidance provided)
• Strong passion for Wealth Management and a drive to achieve exceptional income
• Willingness to work 5.5-day weeks, including Saturday mornings

Interested?

• Apply via the "Apply" button.
• For inquiries, contact Mr. Wein Ng at 8837 5170 for a confidential discussion.

We regret that only shortlisted candidates will be notified.

EA Personnel Name: Ng Weineng
EA Personnel No: R1985639
EA License No: 02C4944

5 days (including 1 Sat or Sun)
Weekdays 10am - 8pm
Weekends 10am - 5pm

Location: Jurong

Basic + Incentive!

Responsibilities

• Assisting and performing all incoming documentation check to ensure consistency and compliance to process
• Adherence to system process, updating and administrative support
• Handle enquiry calls and emails
• Preparation and disbursement of loans
• Assess and review of loan agreements
• Any other ad-hoc duties

Please submit your updated resume by using the APPLY NOW BUTTON

By submitting your personal data and/or resume to us in connection with your job application, you will be deemed to have agreed and consented to us in collecting, using, retaining, and disclosing your personal data and/or resume to prospective employers for the purpose of the evaluating, processing and administration by company relating to this job application.

We regret to inform that only shortlisted candidates would be notified

We wish you all the best in your career search.

You are welcome to visit our website at www.rdtpsg.com

RD Trusted Partners Pte Ltd| EA License No.: 24C2352

Chee Wei Qian (Sandy) | EA Personnel No.: R24125920

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

- Permanent

- Up to $9,000 + VB

- near Raffles MRT

- Mon – Fri; 8.50AM – 5.30PM

Job Responsibilities:

• Responsible for marketing, relationship management and business development among new and existing clients for non-Japanese business, especially for Energy/Utility/LBO business.
• Responsible for originating deals with non-Japanese Corporate clients for the Bank.
• Responsible for overall coordination of corporate banking activities of non-Japanese affiliated business under the charge.
• Required to perform credit evaluation which includes preparation of credit proposals, credit application, reviews, and reports.

Period:

• Permanent

Working Hours:

• Mon to Fri, 8.50AM – 5.30PM

Salary:

• Up to $9000 + VB

Location:

• near Raffles MRT

Requirements:

• Experience in corporate banking / financial sector
• Strong analytical, communication and interpersonal skills
• Familiar and have a good understanding of Traders/Commodities business, Asset Financing (renewable energy, utilities, etc) would be preferred.
• Overseas travel may be required.

Interested applicants, kindly email your detailed resume (MS Word format is preferred):

[email protected] (Registration no: R23114826)

Please ensure that applications sent through email are no bigger than 1Mb.

We thank all applicants for your interest but regret to inform that only shortlisted candidates would be notified.

Success Human Resource Centre Pte Ltd (EA License Number: 97C4832)

160 Robinson Road, #13-07/08/09 SBF Center, Singapore 068914

T: 6337 3183 | W: www.successhrc.com.sg

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

[Order Number: 824377]

Responsibilities

Portfolio focus - Real Estate

• Oversee and manage a portfolio of clients, providing consultative financial analysis to align with their investment goals.
• Identify and pursue new business opportunities to grow the client base and drive revenue expansion.
• Collaborate with internal teams to create customized investment solutions tailored to clients' financial objectives.
• Offer clients regular market updates, trend analysis, and insights, keeping them informed on investment opportunities and risks.
• Build lasting client relationships by offering expert advice throughout the investment process, while promoting a variety of investment products and strategies, including structured notes, bonds, FX trades, and portfolio management.

Requirements

• Possess minimally 2 years exposure within the real estate investment field with a proven track record in investment management, portfolio management, or financial planning, with an existing pool of accredited investors.
• At least a bachelor's degree in Finance, Banking, Economics, or a related field.
• The ideal candidate would possess strong understanding of financial markets, investment products, and strategies.
• This employee should be equipped with excellent interpersonal skills and is able to demonstrate results-driven mentality.

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.

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EA Personnel Name: Yap Zia Xin

EA Personnel Reg. No.: R22109263

EA Licence No.: 07C5771

The successful incumbent will be responsible for providing excellent service for a dedicated group of investors, and will be the centre of a servicing ‘gold standard’. The key areas will cover all aspects of Wealth Management and in managing private client relationships which will incorporate transaction execution, investment analysis and other client services.

A brief description of responsibilities as follows:

• Supporting the Client Advisers to provide excellent service to high net worth clients & investors, maintaining a high standard of service quality in all work and output
• A strong understanding of complex client requirements, acting as the clients’ key interface in direct interactions and communication
• Partnering Client, Business Support and Third-Party Service Providers to ensure smooth and prompt transaction processing & service delivery of client requirements
• Provide market updates to clients, prepare client statement and reports related to the portfolio, as well as specific product performance
• Receive and execute trade orders in a timely and accurate manner through to settlement
• Prepare investment reviews and periodic portfolio reviews, which include portfolio rebalancing and asset allocation calibration
• Responsible for the operation and maintenance of in-house funds
• Initiating account openings and ensuring completion of all initial and ongoing documentation requirements
• Perform Periodic due diligence and ensure relevancy of clients’ documentations
• Responsible for proper maintenance of CRM system, working closely with external provider on troubleshooting and system improvements
• Adhering to the MAS regulatory requirements and achieving compliance standards at all times.

Skill Requirements of the Position

Personal and Social

Must be a strong team player and possess excellent inter-personal skills, with an ability to integrate quickly into an established team and communicate closely with team members, most importantly with the firm’s clients and investors.

The incumbent will be expected to show initiative, be assertive and highly independent in their work. Strong communication skills, a highly pleasant demeanour, the ability to take on responsibility and ownership are must haves.

Professional and Technical

A keen interest in the regional wealth management industry – an aptitude to service the needs of UHNW/HNW clients: mainly Expatriate, Singaporean, Malaysian, and other client groups is essential.

Sound knowledge of banking products and services including investment products such as mutual funds, equities, bonds, ETF’s and treasury products. Proficiency with financial tools such as Bloomberg and Microsoft Excel required. Knowledge in VBA and other programming language such as SQL preferred.

The incumbent must have strong analytical, written and spoken English skills, Mandarin language skills are a bonus. Relevant banking &/or finance qualifications will be highly regarded.

Regulatory Requirement

All necessary qualifications as required by the MAS must be acquired within a 6month period from commencement of employment.

Business Function

DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management solutions, spanning from investments to legacy planning. Our Treasures clients have access to personalised advice and support from proficient relationship managers, seasoned investment counsellors, specialised bancassurance professionals and dedicated assistant relationship managers. The DBS Treasures Singapore organisation, which is part of Consumer Banking Group - Singapore, is committed to helping our clients navigate the ever-evolving financial landscape to achieve their individual financial goals and aspirations.

As a Treasures Relationship Manager, our clients’ success is ultimately your success.

Who you are:

You have one goal: creating, growing and strengthening the wealth of our high net-worth customers and their families. This simple yet sophisticated goal drives you to uncover and understand our clients’ every need and deliver the right product solutions to enable their success.

You have a strong sense of ownership. You take pride in helping our clients achieve their financial goals at every life stage, and work closely with other specialists within your team to create their success.

You’re obsessed about providing a stellar client experience. This means you’re constantly staying abreast of the latest industry trends, investment product & service offerings, and fintech developments.

Your role involves:

• Providing a differentiated suite of financial analysis and advice to uncover investment needs and objectives of our sophisticated clients at different life stages
• Partner with an experienced team of product specialists and Bancassurance Specialist to offer expert guidance on customised solutions to customers
• Collaborate with administrative staff to provide clients with professional round-the-clock service for all their banking, borrowing and investment needs.

Your background:

• You have a tertiary qualification with at least 3 years of sales experience and consistent sales performance, preferably in banking or financial industries.
• You have a good understanding of equities, unit trusts, insurance and other personal investment services.
• You demonstrate strong interpersonal and excellent communication skills.
• You’re focused, disciplined and exhibit high personal standards.

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Job Summary

• To achieve financial and non-financial targets by acquiring, growing and retaining profitable CCIB customers within acceptable risk parameters
• Contribute toward achieving the team and segments overall target and delivering optimal portfolio return.
• Collaborate and build effective partnerships with other relationship managers and segment heads, as well as colleagues in CDD teams and partners in risk, compliance, other support functions, and product

Responsibilities

Business

• Achieve agreed upon individual financial and non-financial targets while contributing towards team’s overall deliverables through:
• Effectively generating new business – identify prospects and convert in line with the Bank’s appetite
• Strategically formulating account plan – provide clients need-based solutions, structure appropriate credit facility, and execute various banking transactions
• Proactively building trusted client relationships – maintain a portfolio of active and growing customers
• Market and sell broad range of products including trade service, cash management, treasury and corporate finance
• Support the credit analysis team with credit and facility applications for clients while ensuring annual review on a timely basis
• Work closely with the credit team to ensure good quality lending decisions are made; to ensure the strict adherence to the prevailing EAR / credit policy
• Implement agreed upon business plan to achieve sales/ revenue targets
• Generate creative ideas for customer acquisition and products/ services
• Regularly provide market and client feedback to the team and peers on new and anticipated financial and service needs and recommend appropriate improvements to processes on new products
• Maintain a high level of professionalism in client engagement, internal stakeholder management and other business conduct
• If the portfolio has a sub-credit /EA account then actively managing account to maximise recoveries and minimise losses for the bank for the accounts.

Processes

• Drive continuous improvement of the operational efficiency and effectiveness of processes to increase the consistency of systems and processes.
• Support the framework for effective management of operational risks across the Business and compliance with applicable internal policies, and external laws and regulations at a global level.
• Support the execution of Business strategy in a safe and well-controlled manner and on an end-to-end basis – incorporating infrastructure requirements and ensuring that they are fit-for-growth.
• Ensure CDD profiles are error free for timely sign off
• Follow and comply with AML CDD policies and procedures where applicable
• Identify KYC issues, provide solution or escalate to line manager if necessary
• Ensure internal / external KYC requirements are adhered to AML CDD policies and procedures
• Timely handling of customer issues, complaints, and product enquiries in accordance with established procedures

People and Talent

• Embed the Group’s values and culture with the team and beyond
• Coach peers and other staff wherever appropriate and needed
• Partner effectively with internal stakeholders to deliver effective client solutions

Governance

• Ensure relevant systems and controls pertaining to the role remit are in compliance with Group and Business policies, procedures, standards and codes, including those governing all Risk types, Compliance, Operational Risk, Technology and Operations, Finance and Reputation
• Ensure adherence with the following Regulatory Compliance policies and processes (as is applicable):
• Anti-Money Laundering (AML) and all applicable money laundering prevention procedures
• Client Due Diligence & Related Periodic Reviews
• Client Suitability Standards
• Treating Customers Fairly
• Approval & review of Credit Applications
• Maintain Documentary standards
• Data Confidentiality
• Cross-Border Policy
• Sanctions
• Environmental and Social Risk Management (ESRM)
• Anti-Bribery and Corruption (ABC)
• Embed the Group’s values and code of conduct to ensure that adherence with the highest standards of ethics, and compliance with relevant policies, processes and regulations among employees form part of the culture
• Engage with all audit report findings and ensure feedback is acted upon

Risk Management

• Abide by appropriate frameworks to guarantee that business is carried out within the Group’s risk appetite and relevant risks are appropriately managed in conjunction with line managers other stakeholders.
• Ensure compliance with the highest standards of regulatory conduct and compliance standards and practices as defined by internal and external requirements. This includes compliance with regulations and guidelines on Sanctions, Anti-Money Laundering (AML), and Environmental and Social Risk Management (ESRM).
• Abide by the Group’s values and code of conduct and foster a robust culture to ensure that adherence with the highest standards of ethics, and compliance with relevant policies, processes and regulations among employees.
• Ensure that Risk Management matters that are brought to the job holder’s attention are subject to direct remedial action and/or ensure adequate reporting to the relevant superiors and/or Risk Committees.
• Do what is right in order to avoid reputational risks and operational losses

Regulatory & Business Conduct *

• Display exemplary conduct and live by the Group’s Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Lead the Business to achieve the outcomes set out in the Bank’s Conduct Principles: Fair Outcomes for Clients; Effective Operation of Financial Markets; Financial Crime Prevention; The Right Environment.*
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Other Responsibilities

• Embed Here for good and the Group’s brand and values
• Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures
• Work effectively across SCB, using values behaviours to drive overall business growth

Key Stakeholders

Internal:

• Colleagues in CIB and CM teams, Product, Risk, Compliance and other support Functions and Businesses

External:

• Clients

Our Ideal candidate

· Bachelor degree in Banking, Economics, Finance or Accounting preferred.

· 10 years experience in banking with local Singapore corporates

Role Specific Technical Competencies

• Business Acumen
• Risk Management
• Client Relationship Management
• Managing Changes
• Planning: Tactical, Strategic
• Financial Analysis
• Business Acumen
• Risk Management
• Client Relationship Management
• Managing Changes
• Planning: Tactical, Strategic
• Financial Analysis

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Recruitment Assessments

Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Visit our careers website www.sc.com/careers

Job Summary

• As a Standard Chartered Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements.

The purpose of the role is to

• Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment

Implementation and oversight of the below individual responsibilities:

• To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
• To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
• In consultation with the PB team manager/ branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals
• To participate in marketing and promotional activities for customer acquisition.
• To source and call on individual prospects
• To provide quality, efficient after-sales services
• To manage anti-attrition and retention of clients
• To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
• To solicit referrals from other parts of SCB eg. RMs from C&I, staff, etc.
• To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
• To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.

Strategy

• Responsibilities that are related to the development and implementation of a strategy, for example, Awareness and understanding of the Group’s business strategy and model appropriate to the role.

Business

• Responsibilities related to the delivery of business and/or financial objectives.

Processes

• Reference the processes for which the Role Holder is responsible, as per the Operational Risk Framework definition of first / second line.

People & Talent

• Responsibilities that are related to the development and implementation of a strategy, for example, Awareness and understanding of the Group’s business strategy and model appropriate to the role.

Key Responsibilities

• Provide outstanding client experiences.
• Organised, follow-up leads, complete and record appointments, close customer requests
• Support our clients to meet their financial needs, as they progress through their career and life-stages.
• Build relationships for the long-term and understand clients financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.
• Keep abreast of market trends, new product offerings and the latest campaigns.

Risk Management

• Responsibilities relating to identifying, assessing, monitoring, controlling and mitigating risks to the Group, as well as an awareness and understanding of the main risks facing the Group and the role the individual plays in managing them.

Governance

• Responsibilities relating to the direction, planning, structure, frameworks (e.g. processes and policies) and oversight.

Regulatory & Business Conduct

• Display exemplary conduct and live by the Group’s Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Lead the [country / business unit / function/[team] to achieve the outcomes set out in the Bank’s Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] *
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key stakeholders

• Cluster Heads,Product Mgrs, STMs and etc.

Our Ideal Candidate

• RNF & CMFAS Certificates
• 3 years of relationship management and retail banking experience

Role Specific Technical Competencies

• Client Acquisition Experience
• Account Management (of HNW Individuals) Experience
• Technical knowledge and expertise in consumer banking products (i.e. Treasury, Equities, Funds, Insurance, etc)

Skills and Experience

• Banking knowledge and sales experience.
• Excellent communication, interpersonal and relationship building skills.
• Ability to learn new products and services quickly.
• Market awareness and benchmarking.
• Management information.
• Work in a flexible and agile way.
• Courageous, creative, responsive, and trustworthy.
• Thrives in an international environment.
• Enjoys being in a team, engaging with co-workers.
• Motivated self-starter, identifying opportunities.
• Maintains a high standard of personal conduct and lives our valued behaviours.

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

About Wealth and Retail Banking

• Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world’s fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs.

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Recruitment Assessments

Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Visit our careers website www.sc.com/careers

• Join Singapore’s most iconic Bank
  - Gain instant credibility with your clients and Boost your Career!
• Exciting Earning Potential
  - S$3,600–S$5,000 Basic Salary + S$300 Monthly Allowance + Commissions
• Ludicrous Commissions
  - Achieve targets to earn Quarterly Commissions starting at S$10,000, with the potential to exceed S$30,000–S$50,000
• No Experience Required
  - Get PAID while receiving industry-leading structured training to develop your skills
• Virtually Unlimited Client Leads
  - Maximise Sales through branch walk-ins and an assigned client base, provided at no cost
• Exceptional Employee Benefits
  - 24 days AL + Additional Off-in-lieu
  - Cash & Non-Cash Awards (vouchers, overseas trips, and luxury rewards like Rolex watches)
  - Over S$1,000 in Health & Wellness Allowances, and more
• Ideal Candidate Qualities
  - Highly sales-driven, Ambitious, Income-Focused, and Motivated by opportunities for Career Growth and Advancement.

Core Responsibilities

• Primary Objective: Maximise Sales through the provision of Wealth Management solutions, such as Bancassurance and Investment Funds products, to Personal Banking Clients
• Conduct F2F or Virtual consultations to assess client needs and offer personalised Financial Advice
• Provide tailored wealth solutions to help clients achieve their financial goals
• Collaborate with internal teams and use digital tools to enhance client service
• Ensure compliance with all regulatory and internal policies

Requirements:

• Open to Singaporean Citizens and Permanent Residents (PRs) only
• Minimum Polytechnic Diploma, or any Degree (per Monetary Authority of Singapore (MAS) regulations)
  *Private Diploma candidates must have completed 900+ training hours - apply now or contact me to confirm your eligibility
• Complete core CMFAS modules before commencement (guidance and reimbursement provided)
• Willing to Hustle: 5.5-day work week (weekday office hours + Saturday mornings), with flexibility to meet clients outside regular hours

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Interested?
Submit your application via the "Apply" button or connect with Mr. Wein Ng at 8837 5170 for a confidential career chat.

We regret that only shortlisted candidates will be notified.

EA Personnel Name: Ng Weineng
EA Personnel No: R1985639
EA License No: 02C4944

• Business Management Consultancy
• Attractive salary package: Basic + Commissions
• Working hours: MON – FRI, 9 am to 6 pm

Responsibilities:

• Maintaining a deep knowledge of company products and services.
• Building and maintaining strong relationships with prospective and existing clients.
• Researching and pursuing new business opportunities.
• Identifying clients' needs and requirements and proposing suitable solutions.
• Providing clients with comprehensive product/service consultations and guide their decision-making process.
• Upselling and cross-selling products/services to clients.
• Resolving complaints and issues efficiently and in a timely manner.
• Meeting sales/revenue targets.
• Ensuring client satisfaction.

Requirement:

• Degree in management, marketing, communication, or a similar field.
• Experience as a relationship manager, in customer service, or a similar role.
• Ability to build and maintain strong client and business relationships.
• Proficiency in Microsoft Office and CRM software.
• Excellent communication and interpersonal skills.
• Good conflict-resolution and problem-solving skills.
• Leadership and team management skills.
• Customer-oriented.

HOW TO APPLY:
Interested applicants, please click on “Apply Now” and provide the below details in your resume.

Last drawn salary
Expected salary
Notice period
Reason for leaving

We regret only shortlisted candidates will be notified.

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Please read our privacy statement on our corporate website www.trustrecruit.com.sg.

Trust Recruit Pte Ltd
EA License No: 19C9950
EA Personnel: Vivian Chung Fhui Tiin
EA Personnel Reg No: R22106436