Position Overview:

We are seeking a dynamic and motivated Assistant Relationship Manager to join our team. The ideal candidate will support the Relationship Manager in managing client relationships, providing personalized service, and assisting with various administrative tasks to ensure smooth operations within the firm.

Responsibilities:

Client Relationship Management & Communication:

• Assist the Relationship Manager in building and maintaining strong relationships with clients, addressing their inquiries, and providing timely support.
• Serve as a point of contact for clients, promptly responding to emails, phone calls, and other inquiries, and effectively communicating updates and relevant information.
• Collaborate with colleagues across departments, including Sales, Compliance, and Operations, to deliver seamless service and support to clients.

Client Onboarding:

• Facilitate the onboarding process for new clients, including collecting required documentation, verifying identity, and ensuring compliance with regulatory standards.

Document Checks and Completion:

• Collating and ensuring documents are submitted according to our checklist and most importantly completing the necessary documents on behalf of our clients.

UAT & Support:

• Assist and train clients in the use of MetaComp’s systems for their trading/investment/fund management activities.
• Work closely with internal teams to test systems and provide feedback and suggestions for enhancement.
• Assist with administrative tasks such as preparing reports, maintaining client records, scheduling appointments, and coordinating meetings.

Market Research:

• Stay informed about cryptocurrency markets, industry trends, and regulatory developments to provide clients with accurate information and insights.

Compliance:

• Ensure compliance with all relevant regulatory requirements and internal policies, and assist in monitoring and reporting any suspicious activities or transactions.

Requirements:

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• Min. 2 years of Assistant Relationship Manager experience or Prior experience in client relationship management, preferably in the financial services or cryptocurrency industry.
• Strong understanding of cryptocurrency markets and blockchain technology.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Detail-oriented with strong organizational skills and the ability to multitask effectively.
• Proficiency in Microsoft Office Suite and CRM software.
• Knowledge of regulatory requirements related to cryptocurrencies (e.g., KYC, AML) is a plus.
• Bilingual in both English and Mandarin for communication with internal English and Chinese speakings stakeholders.

Job Responsibilities:

• Responsible for the acquisition of new-to-bank (NTB) Premier Banking customer
• Prospect, identify and cross sell the OCBC Premier Banking value proposition to target segment
• Present value proposition to target audience through collaboration with internal business partners
• Work in partnership with assigned Premier Banking Centre team to enhance vicinity customer base
• Manage working relationship with campaign team and product partners
• Fixing of appointments through telesales & networking
• Conduct all required KYC, AML procedures and documentation
• Meet the compliance and control standards set in the end-to-end onboarding process

Job Requirements:

• Minimum 2 years of excellent acquisition sales or business development experience
• Tertiary Education, preferably Bachelor’s degree
• Strong new relationship building skills
• Highly driven and positively motivated
• Effective communication and interpersonal skills
• Polished and mature to handle the affluent market segment
• Efficient in MS Office Suite

Responsibilities

• Evaluate loan applicants by conducting in-depth credit assessments and analysing financial stability, repayment capacity, and overall creditworthiness.
• Maintain a proactive approach to addressing credit risks and delinquencies by implementing suitable remedial actions when necessary.
• Build strong relationships with SME clients, ensuring their inquiries, concerns, and requests are addressed effectively.
• Collaborate closely with internal teams, including credit analysts and legal staff, to ensure accurate and timely loan documentation and processing.
• Develop tailored financial solutions by gaining a thorough understanding of clients' industries, market trends, and unique business needs.
• Identify and source new lending opportunities within the SME segment through lead generation and prospecting activities.
• Oversee a portfolio of SME loans, monitoring repayment behavior, compliance with agreements, and overall loan performance.
• Guide clients through the loan application process, assisting with documentation preparation and ensuring a smooth approval and disbursement experience.

Requirements:

• At least 1 year of experience in business development for SME Loans in a financial institution or broker.
• Proven success in managing SME loan portfolios, achieving lending targets, and mitigating credit risks effectively.
• Excellent communication and interpersonal skills
• Ability to establish rapport with clients and stakeholders and negotiate effectively.

Please submit your updated resume in Word format by using the Apply Now Button.
We regret that only shortlisted candidates will be notified.

Email resume to [email protected]

People Profilers Pte Ltd, 20 Cecil Street, #08-09, PLUS Building, Singapore 049705.
Tel: 6950 9724

http://www.peopleprofilers.com
EA License Number: 02C4944
Registration Number: R1872398

Posting Personnel: Ng Jwee Ken

Ref: L739Y773

Principal Responsibilities:

• Develop and manage a Premier customer base, building long-term relationships with an assigned portfolio of clients.
• Oversee the total wealth of clients, matching financial and investment product solutions to their needs.
• Demonstrate a genuine interest in customers, helping them achieve their financial goals.
• Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.
• Promote Premier services to potential clients, explore their needs, and refer them to relevant business units when necessary.

Requirements:

• University-level education, preferably in finance, business, or a related field.
• >4 years of experience in a client-facing environment within banking with strong relationship-building skills.
• Proven sales ability with a customer-centric approach and excellent communication and interpersonal skills.
• A strong understanding of financial markets and a genuine interest in staying informed.
• A mature, independent mindset with the ability to perform effectively under pressure.
• Relevant CMFAS cartificates

To apply online please use the apply function
(EA: 94C3609/ R21103354)

Job Responsibilities

• Support the relationship managers in the delivery of relevant banking services to customers, in own coverage area to meet the BU's revenue targets.
• Build and maintain effective relationships with customers and understand their needs in order to provide a high quality of service, under the guidance of more experienced members of the team.
• Develop and maintain strong stakeholder management with key stakeholders both within MUFG and externally
• To manage day-to-day business transactions with assigned customers
• To handle customer onboarding services and updating customer account documentation
• Focus on daily transaction processing/execution, facilitating enquiries and serving clients’ request and ensure the work process accuracy, smoothly and speedily
• Work in partnership with Operations to ensure smooth processing of transactions.
• Visit customers when required to maintain the customer’s relationship
• Support departmental initiatives to deliver increase revenue opportunities and deliver a high quality of service to customers.
• Provide transaction and monitoring support in connection with the delivery of MUFG products to meet the needs of the Bank’s customers.
• To meet the organization’s expectations for productivity, quality and goal accomplishment
• Always comply with internal rules and guidelines as well as with external laws and regulations pertaining to proper conduct of banking business
• Ensure compliance with relevant regulations and limits.
• To improve workflow efficiency
• To advise on investment products concerning OTC derivatives contracts (includes FX Forwards) under Financial Advisers Act (FAA) and To Deal in investment products concerning OTC derivatives contracts (includes FX Forwards) under Securities and Futures Act (SFA)
• To advise others on investment products concerning structured deposits (includes Embedded Deposits) under Financial Advisers Act (FAA)
• To handle Embedded loans

Job Responsibilities:

• Degree qualified
• No experience required
• Excellent interpersonal skills in order to deal effectively and courteously with others.
• Good stakeholder management skills to collaborate with other departments.
• Good team-player, ability to adapt to change needs of the organization and demands of internal and external stakeholders
• Detailed understanding of MUFG’s product and services
• Understanding of local laws and regulations
• Well organized and efficient time management
• Proficiency in Mircrosoft Office

We regret to inform that only shortlisted applicants will be notified.

Job ID: 10068343

Wealth Relationship Manager

Working Days & Hours: Flexible
Working Location: Flexible
Salary Range: $3000-$4000 Monthly Allowance + Commission

• Proven Track Record: Join a team with a consistent track record of guiding entry level consultants towards quantum growth in production and earnings within the first year of joining.
• Compensation Package: We offer a fair compensation package to ease your transition into the FA team, ensuring you are well-rewarded for your efforts.
• Recognition: Experience success and walk amongst giants with a cohort comprising 40% Million Dollar Round Table (MDRT) qualifiers, numerous Court of Table (COT) qualifiers and 2 Top of Table (TOT) qualifiers.
• Proprietary Platforms: Differentiate yourself from industry peers by leveraging our exclusive platforms, offering you unparalleled opportunities to expand your clientele and network.

Unique Selling Points (USPs) of Company:

• Transformation and Empowerment: We have the ability and a proven track record of propelling newcomers to remarkable heights within the first year.
• Guidance for Excellence: Benefit from the company ecosystem and guidance, propelling you to excel.
• Mentorship Opportunities: Gain insights from experienced consultants through our mentorship programs, fostering your personal and professional growth.
• Fair Compensation: Enjoy a fair compensation package to support your transition and reward your hard work.
• Client Acquisition Platform: Never worry about shortage of leads; we provide a robust client acquisition platform for you to build your clientele.
• Comprehensive Training: Benefit from extensive training programs that will equip you with the knowledge and skills necessary to excel in wealth management, financial advisory, business owner planning, estate planning, property advisory, re-financing and more.
• Allowance Schemes: Take advantage of our monthly allowance schemes to provide stability of income while you grow your career.
• Business Essentials: Receive state of the art IT tools and our proprietary applications that will help you navigate the required administration and paperwork with ease.

Job Requirement:

• Diploma in any field
• Training provided

Tan Jia Jun | REG No: R23112681
The Supreme HR Advisory Pte Ltd | EA No: 14C7279

Location: Central
Working Hours: Mon- Fri 9am- 6pm
Basic UP $5000 + $60 mobile allowance + 2 times Bonuses

Job Responsibilities

• Seek out potential clients and business prospects for secured lending (Property).
• Actively promote the company's range of financial products and offer guidance on loans to address customer financing requirements.
• Maintain steady growth and achieve pre-set business targets.
• Proactive monitoring of portfolio accounts to achieve maximum profitability and identify new business opportunities.
• Strengthen involvement with key partners and proactively build and manage long-term partnerships
• Prepare credit proposals involving financial analysis.
• Partake in sales and marketing activities in generating prospects.
• Identify, develop, and implement marketing strategies to maintain competitiveness.

Requirements

• Diploma or Degree in Business Management, Finance or related fields.
• Minimum 2 years working experience in the account management, sales or sales support roles
• Candidates should have SME loan experience and relevant contacts (with SMEs and Loan brokers) to source for loan deals.
• Strong acquisition, confidence and result oriented to work well under pressure.
• Meticulous in documentation work
• Experience in term loans and mortgage loans is a plus

All Successful candidates can expect a very competitive remuneration package and a comprehensive range of benefits.

Kindly email your resume in a detailed Word format

We regret that only shortlisted candidates will be notified

People Profilers Pte Ltd

Tel: 6950 9754

EA Registration Number: R22110899

EA License number: 02C4944

EA Personnel: Celeste Wong Xin Yann

JOB SUMMARY

• To manage Branch operational risk and ensure controls are in place
• To comply with the processes on cash handling and branch operations as per Branch Operations Manual
• Assist the BOCEM on the day to day running of branch operations
• To resolve client complaints/feedbacks/issues and manage clients service expectations
• Support the branch in achieving its business objectives within regulations and guideline of external regulatory bodies and the bank
• Activate, educate & direct clients to utilise digital/self- service terminal (SST) channels
• Generate new sales opportunities through referral (excluding insurance and investment)
• To be proactive in improving workflows / internal processes in branch

RESPONSIBILITIES

Branch Operations

• Granting transaction approval and overrides for all CER/ Senior CER within delegation limit
• Checking and approval of Application / Service Request documentations for all products / services.
• Collection of cheques from Quick Cheque Deposit box & batch for processing under dual control
• Review of all Daily/Monthly Reports via Report-to-Web (except GL Reports to be reviewed by BOSM)
• To scrutinize reports/schedules for unusual entries which may require further investigations / Escalations if required
• To raise any Suspicious Transaction Report (STR) if necessary
• Review of Daily Transaction Vouchers
• Stock Control – Custodian for Cashier’s Orders, Savings Passbooks, MLI Cards, Captured MLI/Credit Cards, Cheque Books and any others pending clients’ collection.
• Ensure all Drafts application, Telegraphic Transfer applications, standing instruction, GIRO, Payplus, Clients’ Requests are scanned / batched with appropriate authorization to relevant departments for processing on time
• Collate data/information related to branch reporting.- Accurate & Timely Submission
• Reporting of Daily, Weekly and Monthly Returns where applicable
• Reporting of any other Ad hoc information required from time to time
• Assist in answering phones, general enquiries and investigations.
• Branch Cash Operations In absence of BOCEM, CEOM to assume role of Cash Officer (Keyholder / Safe Combination Holder where applicable).
• To execute controls on cash within the present guidelines of the Bank

Limits Management

• Ensure the overall cash is within the Branch Cash Holding limits (end of day Branch limits)
• Ensure all Client Experience Representative (CER)/ Senior Client Experience Representative (CER) do not exceed intra-day limit /end of day cash limit
• Maintenance of Cash position in all auxiliary Services – ATM/CDM
• Escalate in the event of breaching branch cash holding limits to Branch Manager. Inform also via email the Head, Branch Operations and provide reasons / justifications on the breach
• Raise RMS for change of transaction limits when necessary (e.g. upgrade from CL5 to CL4)

Approvals, Controls & Reconciliations

• Ensure dual control operation of the Cash Vault/ATM/CDM
• Granting transaction approval and overrides for all CER/ Senior CER within delegation limit
• Approve movement of cash to and from vault with Senior CER under dual control and confirm denomination and value input in eBranch System
• Approve cash indent and return to MAS/Battery Road Branch via CISCO
• Perform Surprise Cash Checks at a pre-determined frequency
• Daily reconciliation of physical cash in Vault/ATM/CDM with - Senior CER under dual control
• Perform daily checks (random sample of 5% or 5, whichever is lower) on signature verification, transaction validation and technical details for each CER/ Senior CER’s Debit transactions within the CER/ Senior CER’s limit and sign off on the vouchers as evidence of checks.
• All staff to refer to Cash Operations Manual in Knowledge One for full details

Management of Service Delivery

• Ensure clients are being served within stipulated standard (refer to scorecard)
• Assist clients in queries; handling feedbacks, complaints that are escalated by CER/Sales staff which includes escalated exceptional investigations and queries and liaising with other functions/department

Referrals

• Generate new sales opportunities by proactively referring client with banking needs to respective Sales Staff for cross-selling & upselling, (except insurance and investment)
• To activate, educate & direct clients to utilise digital/self service terminal (SST) channels

Compliance / Operational Risk

• Dual Control to be observed at all times
• To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Line Manager & Transaction Monitoring Unit.
• Ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities, including controls relating to Guidelines on Fair Dealing and Treating Clients Fairly outcomes

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.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
• Lead to achieve the outcomes set out in the Bank’s Conduct Principles

Key Stakeholders

• Client Network
• Branch Manager
• Branch Staff
• Branch Central Team

Our Ideal Candidate

• Diploma or Degree holder
• Good verbal and written communication skills
• 2 years of relationship service management experience in retail banking

Role Specific Technical Competencies

• Cash Handling
• Customer service
• Written and verbal communication
• Attention to details
• Microsoft office skills- Outlook, Excel, Word

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

Saxo is a leading online broker in Singapore, a subsidiary of Saxo Bank Group that is headquartered in Denmark. Since 1992, Saxo has continuously developed its multi-asset trading infrastructure providing access to an ever-expanding universe of Equities, Bonds, Mutual Funds, ETFs, CFDs, Commodities, Indices, Listed Options, FX and FX Options.

We offer fully digitalised capital markets services that are used by a wide spectrum financial institutions such as:

• Retail banks
• Private banks
• Brokers
• Fintech companies
• Hedge Funds
• Family Offices
• Wealth managers
• Financial Advisers
• Proprietary Traders

Such institutional clients and partners build businesses on-top of Saxo’s core services:

• electronic order management and trade execution
• equities, bonds and mutual funds custody
• prime brokerage and liquidity solutions
• extensive API connectivity
• business-as-a-service (BaaS) solutions

- white label architecture for digital investment and trading

- IAM and wealth management solutions

- IFA and advisory solutions

- end-client management and accounting infrastructure

- portfolio management and distribution tools

- digital end-to-end securities servicing

Success Criteria for the role:

• Plan and execute growth initiatives with senior stakeholders at the B2B partner organisations
• Hit annual revenue growth targets for the book of business

Responsibility & Tasks:

• Manage an existing book of institutional clients and wholesale partners with primary focus on Australia partners
• Fully understand the nature of a client’s business
• Build and maintain close relationships with senior key stakeholders relevant to Saxo
• Find potential opportunities within these organisations where Saxo’s solutions and services will be relevant to their business growth
• Be deeply involved in partner’s growth strategies, go-to-market plans, including sales and marketing initiatives
• Design joint growth plans together with key stakeholders at the partner organisation leveraging corresponding solutions and services at Saxo
• Track, enhance and deliver on partner growth plans
• Proactive involvement of specialist teams (solutions, products, sales trading, API, onboarding, compliance)
• Work with the Account Management team to constantly improve business processes and service levels
• Be the key escalation point for unresolved issues with clients

Competence Requirement:

• Degree holder with >10 years in the financial technology, brokerage, wealth management or investment space
• Candidates who already obtain CMFAS RES1B, RES2B, RES 5, CM-EIP, CM-SIP will have added advantage.
• Good understanding of retail wealth management, or retail brokerage businesses
• Able to manage relationships with stakeholders of varying seniority (CEO to working level)
• Solution oriented thinking with focus on leveraging technology, automation and scale
• Good understanding in liquid capital markets product, e.g. equities, futures, options, FX.
• Able to travel between Singapore and Australia on regular basis
• Competency in Australian wealth management or brokerage industries will be a plus

JOB PURPOSE:

• To originate, develop and cross-sell business from the Greater China region in compliance with the bank’s strategy and within the regulatory and risk parameters.
• To efficiently manage the bank’s existing corporate assets portfolio.
• To focus on businesses which are sound and profitable with consideration being given to the risk aspect of the targeted businesses.

PRINCIPAL ACCOUNTABILITIES:

• At least 5 years of relevant banking experience.
• Prior experience and have good client contacts in the Singapore, Taiwan, Hong Kong and China markets.
• Experienced in dealing with large corporate clients originating from Greater China, with knowledge of both Singapore market and Greater China market. To originate (including cold calling) and develop business in compliance with the Bank’s strategy
• Be familiar with trade finance products & trade facility credit application written-up. Prior experience in syndicated, structured/ project finance deals is a plus.
• Cross-sell among product business units and inter-branch.
• Experience in the entire credit process from deal acquisition up to conclusion (including documentation).
• Acquiring and evaluating new accounts.
• Preparing term sheet and structuring credit facilities, performing credit assessment of financial statements, cashflow projections, sensitivity analysis, periodic credit reviews of the existing accounts and loan documentation.
• Experience in KYC/AML process
• Achieve bank’s KPI in line with MBO.

KEY COMPETENCIES:

• Strong marketing acumen
• Strong relationship management skills
• Sound credit, financial analysis and cashflow projection skills
• Presentation skills and negotiation skills
• Product & Market knowledge
• Communication & interpersonal skills
• Analytical and problem-solving/decision-making skills, Result-oriented.
• Ability to work well in a team.
• Proficiency in English & Mandarin (Spoken and written) is required. Have to conduct credit analysis on Singapore company, Taiwan parent group and China parent group (Financial report in Mandarin)

Job Description

• Coordinate with Product Development teams, Operations and other functional counterparts on daily basis.
• Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
• Assist the Relationship Manager in providing the periodic investment market updates, placement and execution of the OTC and listed investment trades covering FX, bonds, equities, funds and structured products.
• Provide administrative and client support to Relationship Manager, include maintaining and updating client transaction records/ reports as well as client data (e.g. contact lists, account numbers, facilities details, etc.)
• Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.
• Ensure superior customer service and contribute to the overall customer experience of the Bank.
• Perform other duties and responsibilities as assigned by the Supervisor.

Requirements

• Degree in Business Major in Finance/Economics/Commerce/Accountancy or any other relevant education.
• Strong communication and organizational skills, with the ability to interact with Chinese-speaking clients.
• Fresh Graduates with related internship experience are welcome to apply.
• Immediate availability will be an added advantage.

about the company

Our client is one of the largest banks in the world. They offer a full-suite of banking services to meet the needs of customers across the world. They continually invest in people and technology to create the best banking experience, and strongly believe in supporting the growth ambitions of its stakeholders.

about the job

• To manage and strengthen business relationships with corporate and commodities clients by understanding their needs, offering tailored solutions and collaborating closely with internal stakeholders
• Gather credit requests and documents from clients
• Analyze clients' financial health, needs and industry/market trends regularly
• Identify opportunities to enhance systems, processes and practices

skills and experience required

• Bachelor Degree in Banking, Finance, Accounting, Economics or relevant disciplines
• > 2 years of experience in similar capacity
• Experience in Corporate banking / Investment banking client relationship management
• Excellent marketing, client relationship management, and presentation abilities, coupled with strong communication skills to engage effectively with clients and internal stakeholders

To apply online please use the 'apply' function
Krystal Kwah (EA: 94C3609/ R22104933)

Job Description:

• Cultivate relationships with high net worth (HNW) clients.
• Comprehend the financial objectives of HNW clients and propose tailored wealth management solutions, including insurance, leverage products, structured products, and investment instruments, to foster the protection and growth of their wealth.
• Deliver exceptional customer service, ensuring a superior banking experience.
• Participate in networking and marketing initiatives to enhance the customer base.

Skills and Experience Required:

• 2 years of sales experience - preferably banking
• Local diploma is minimally required

To apply online please use the apply function
(EA: 94C3609/ R21103354)

Job Description & Requirements

• Build and maintain relationships with small and medium-sized enterprise

(SME) clients, understanding their financing needs and business objectives.

• Act as the main point of contact for SME clients, addressing inquiries,

concerns, and requests promptly and effectively.

• Develop a deep understanding of clients' businesses, industries, and market

dynamics to provide tailored financial solutions.

• Source and identify new lending opportunities within the SME segment,

including prospecting and lead generation activities.

• Conduct comprehensive credit assessments and risk analyses for loan

applicants, evaluating their creditworthiness, financial stability, and repayment

capacity.

• Structure and negotiate loan terms and conditions in accordance with lending

policies, regulatory requirements, and risk management guidelines.

• Manage a portfolio of SME loan accounts, monitoring loan performance,

repayment behaviour, and compliance with loan agreements.

• Proactively identify and address potential credit risks or delinquencies,

implementing appropriate remedial actions as necessary.

• Work closely with internal stakeholders, such as credit analysts and legal

teams, to ensure timely and accurate loan documentation and processing.

• Provide financial advisory services to SME clients, offering insights and

recommendations on business growth strategies, cash flow management, and

capital allocation.

• Assist clients in preparing loan applications and supporting documentation,

guiding them through the loan approval and disbursement process.

Requirements:

• Minimum 4 years’ experience in commercial banking, SME lending, or

relationship management, with a focus on business development and credit

analysis.

• Demonstrated track record of successfully originating and managing SME

loan portfolios, achieving lending targets, and mitigating credit risks.

• Strong financial analysis skills, including the ability to evaluate business

financial statements, assess credit risk factors, and perform cash flow

modelling.

• Familiarity with credit underwriting standards, loan structuring techniques, and

risk mitigation strategies in the SME lending context.

• Excellent communication and interpersonal skills, with the ability to build

rapport with clients, understand their needs, and negotiate effectively.

• Ability to convey complex financial concepts clearly and concisely, both

verbally and in writing.

• Strong networking skills and the ability to cultivate relationships with key

stakeholders in the SME community, including business owners, industry

associations, and referral partners.

Location: Singapore
Company: Summit Planners Crusaders Pte Ltd
Employment Type: Full-Time, Hybrid

About Us

At Summit Planners Crusaders Pte Ltd, we are a trusted One-Stop Integrated Financial Services Provider offering innovative and tailored financial solutions to individuals and businesses. From wealth management and estate planning to insurance and investment advisory, our goal is to help clients achieve financial freedom while fostering long-term relationships built on trust and excellence.

Are you ready to embrace challenges, think like an entrepreneur, and excel in the world of financial services? We’re looking for a dynamic and driven Relationship Manager to join our team and take your career to the next level.

What You’ll Do

As a Relationship Manager, you will play a crucial role in delivering exceptional financial solutions, cultivating strong client relationships, and driving business growth.

Key Responsibilities:

• Build Strong Client Relationships: Develop and nurture long-lasting relationships with clients, understanding their financial needs and goals.
  Serve as a trusted advisor, providing personalized wealth management solutions.
  
• Drive Business Growth: Identify and pursue new business opportunities through referrals, networking, and targeted outreach.
  Develop and execute sales strategies to achieve and exceed targets.
  
• Deliver Wealth Management Solutions: Provide expert guidance on financial planning, investments, insurance, and estate planning.
  Conduct regular portfolio reviews and recommend adjustments to align with clients’ objectives.
  
• Showcase an Entrepreneurial Mindset: Approach challenges with creativity and confidence, proactively seeking opportunities for growth.
  Take ownership of your client base and contribute to the company’s success.
  
• Stay Ahead of the Curve: Stay updated on financial markets, trends, and products to deliver informed advice.
  Ensure compliance with regulatory standards and internal policies.
  

What You Bring

• Educational Qualifications: Minimum Polytechnic Diploma or higher.
  
• Skills & Attributes: Entrepreneurial mindset with a passion for challenges and innovation.
  Excellent interpersonal and communication skills to build rapport and inspire trust.
  Strong client relationship management, wealth management, and business development expertise.
  Proven sales skills with a track record of achieving targets.
  
• Certifications: CMFAS certification is advantageous but not mandatory.
  

What We Offer

• Attractive Compensation: Competitive salary with performance-based bonuses.
• Incentive Trips: Yearly trips to reward and celebrate your success.
• Recognition: Awards and accolades to recognize your outstanding achievements.
• Career Advancement: Clear growth pathways in a supportive and dynamic work environment.
• Supportive Culture: A team-oriented environment that fosters collaboration, innovation, and success.

Why Join Us?

At Summit Planners Crusaders, we don’t just offer a job—we offer a journey of growth, rewards, and meaningful impact. You’ll have the opportunity to shape your career, unlock your potential, and achieve extraordinary success, all while transforming the lives of your clients.

If you’re ready to challenge yourself, inspire others, and redefine success, we want you on our team!

Wealth Relationship Manager

Working Days & Hours: Flexible
Working Location: Flexible
Salary Range: $3000-$4000 Monthly Allowance + Commission

• Proven Track Record: Join a team with a consistent track record of guiding entry level consultants towards quantum growth in production and earnings within the first year of joining.
• Compensation Package: We offer a fair compensation package to ease your transition into the FA team, ensuring you are well-rewarded for your efforts.
• Recognition: Experience success and walk amongst giants with a cohort comprising 40% Million Dollar Round Table (MDRT) qualifiers, numerous Court of Table (COT) qualifiers and 2 Top of Table (TOT) qualifiers.
• Proprietary Platforms: Differentiate yourself from industry peers by leveraging our exclusive platforms, offering you unparalleled opportunities to expand your clientele and network.

Unique Selling Points (USPs) of Company:

• Transformation and Empowerment: We have the ability and a proven track record of propelling newcomers to remarkable heights within the first year.
• Guidance for Excellence: Benefit from the company ecosystem and guidance, propelling you to excel.
• Mentorship Opportunities: Gain insights from experienced consultants through our mentorship programs, fostering your personal and professional growth.
• Fair Compensation: Enjoy a fair compensation package to support your transition and reward your hard work.
• Client Acquisition Platform: Never worry about shortage of leads; we provide a robust client acquisition platform for you to build your clientele.
• Comprehensive Training: Benefit from extensive training programs that will equip you with the knowledge and skills necessary to excel in wealth management, financial advisory, business owner planning, estate planning, property advisory, re-financing and more.
• Allowance Schemes: Take advantage of our monthly allowance schemes to provide stability of income while you grow your career.
• Business Essentials: Receive state of the art IT tools and our proprietary applications that will help you navigate the required administration and paperwork with ease.

Job Requirement:

• Diploma in any field
• Training provided

Tan Jia Jun | REG No: R23112681
The Supreme HR Advisory Pte Ltd | EA No: 14C7279

Responsibilities:

• Responsible for the acquisition of New-To-Bank (NTB) and New-To-Premier (NTP) customers for Premier Banking Asia and Premier Private Client (Offshore segment).
• Cross sell the OCBC Premier Banking value proposition to the target client segment.
• Build and independently maintain effective customer acquisition sources.
• Identify acquisition opportunities and collaborate with the Bank’s internal stakeholders and external partners to drive quality acquisitions.
• Develop and foster strategic tie ups with potential referral partners.
• Actively engage partners to generate a consistent pipeline of prospects.
• Ability to convert leads into sales.
• Perform customer onboarding via face-to-face meetings or digital onboarding.
• Meet the compliance and control standards set in the end to end onboarding process.
• Conduct all required KYC, AML procedures and documentations.
• Deliver best in class customer service to all internal and external customers.

Requirements:

• Minimum 1 year of related working experience
• Confident individual with good networking skills
• Diploma or Degree holder with banking or sales experience preferred
• Good relationship building skills and with an entrepreneur mindset
• Highly driven and positively motivated to over-achieve assigned targets
• Excellent communication and interpersonal skills
• Able to travel for work, if required
• Converse proficiently in English, Chinese and/or Bahasa language, to effectively liaise with clients from respective markets (i.e. Mandarin for North Asia market & Bahasa for Indonesia market)
• Matured personality to handle the affluent market segment

Principal Responsibilities:

• Develop and manage a Premier customer base, building long-term relationships with an assigned portfolio of clients.
• Oversee the total wealth of clients, matching financial and investment product solutions to their needs.
• Demonstrate a genuine interest in customers, helping them achieve their financial goals.
• Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.
• Promote Premier services to potential clients, explore their needs, and refer them to relevant business units when necessary.

Requirements:

• University-level education, preferably in finance, business, or a related field.
• >4 years of experience in a client-facing environment within banking with strong relationship-building skills.
• Proven sales ability with a customer-centric approach and excellent communication and interpersonal skills.
• A strong understanding of financial markets and a genuine interest in staying informed.
• A mature, independent mindset with the ability to perform effectively under pressure.
• Relevant CMFAS cartificates

To apply online please use the apply function
(EA: 94C3609/ R21103354)

We’re seeking a future team member for the role of Vice President, Relationship Management & Business Development to join our Treasury Services team. This role is located in Singapore – Hybrid.

In this role, you’ll make an impact in the following ways:

• Responsible for relationship coverage and business development by marketing the firm’s treasury services (transaction banking services) to key Financial Institutions, including Banks and Non-Bank Financial Institutions (NBFIs) in South and Southeast Asia region.
• Develop and execute strategic plans for acquiring, managing and growing the portfolio of key client relationships (covering both existing and new, target clients).
• Manage large and sophisticated clients with complex buying /decision-making processes.
• Continually evaluate client needs and ensure sustained client engagement to grow revenue while strengthening business relationships.
• Track and report pipeline and progress against account plans developed for key accounts.
• Adopt enterprise-wide relationship management approach by collaborating with internal stakeholders and across lines of businesses to deliver a holistic customer experience.
• Ensure relationship management strategy is executed through pro-active account management and deployment of client service and implementation teams.
• Keep abreast of client account activity occurring throughout the firm and serve as the ultimate escalation point for client satisfaction.
• Focus on the maintenance and implementation of bank’s policies and procedures, sales initiatives and strategies.
• Development as Subject Matter Expert (SME) in specialized function or business / product is essential.

To be successful in this role, we’re seeking the following:

• Strong core competency, experience and knowledge in Transaction Banking products and services, especially correspondent banking/clearing services, FX payments, Trade Finance, Cash Management and Liquidity management solutions.
• Proven relationship management experience and a well-established network of Financial Institutions and NBFIs; or has worked in a similar role within the Financial Services/ Banking Industry.
• To contribute to the bank’s APAC strategy and business development by bringing local market intelligence, knowledge, insights and experience.
• Experienced in negotiating agreements for inter-bank transactions, for example, nostro account agreement, Master Risk Participation Agreement, Trade Loan Agreement etc.
• Good working knowledge of using data analysis tools such as Swift.com Banking Analytics, Swift Traffic etc.
• Strong experience in KYC/AML risk and control process for Banks.
• Past experience covering the South Asia market region (e.g. India, Bangladesh) and fluency in local language will be an advantage.
• Must be willing to travel for Business.

Location: Singapore
Company: Summit Planners Crusaders Pte Ltd
Employment Type: Full-Time

About Us

Summit Planners Crusaders Pte Ltd is a premier One-Stop Integrated Financial Services Provider, dedicated to delivering innovative and tailored solutions to individuals and businesses. Our comprehensive services include wealth management, insurance, estate planning, and investment advisory.

We are looking for an ambitious and experienced Relationship Manager Team Lead to lead, inspire, and grow a high-performing team. If you have a proven track record in leadership, exceptional sales skills, and a passion for driving client success, this is your chance to take your career to new heights in a dynamic and rewarding environment.

Your Role

As a Relationship Manager Team Lead, you will lead a team of Relationship Managers, foster strong client relationships, and drive business growth through innovative strategies and solutions.

Key Responsibilities

• Team Leadership & Development: Lead, mentor, and motivate a team of Relationship Managers to achieve individual and team targets.
  Provide guidance, training, and performance reviews to ensure continuous professional growth.
  
• Strategic Business Growth: Develop and implement strategies to drive client acquisition and business expansion.
  Monitor team performance and identify opportunities to improve results and productivity.
  
• Client Relationship Management: Build and maintain long-term relationships with high-net-worth clients.
  Ensure exceptional client satisfaction by delivering personalized wealth management solutions.
  
• Wealth Management & Advisory: Provide expert guidance on financial planning, investments, insurance, and estate planning.
  Review and optimize client portfolios to align with their financial goals.
  
• Entrepreneurial Mindset: Lead with innovation and take ownership of challenges to achieve extraordinary outcomes.
  Inspire a culture of excellence, accountability, and collaboration within your team.
  
• Compliance & Market Expertise: Stay updated on financial markets, products, and regulatory guidelines.
  Ensure the team operates with the highest ethical standards and compliance.
  

What You Bring

• Educational Qualifications: Minimum Polytechnic Diploma or higher.
  
• Experience & Expertise: At least 2 years of experience leading and managing a team.
  Strong background in financial services, wealth management, and business development.
  Proven track record in achieving sales targets and driving team success.
  
• Skills & Attributes: Entrepreneurial mindset with a love for challenges and innovation.
  Exceptional interpersonal and communication skills to inspire trust and build relationships.
  Leadership capabilities to mentor and motivate a team toward excellence.
  Strong sales and business development skills with the ability to identify growth opportunities.
  
• Certifications: CMFAS certification is mandatory.
  

What We Offer

• Attractive Compensation: Competitive salary with performance-based bonuses.
• Incentive Trips: Yearly trips to reward and celebrate success.
• Recognition: Awards and accolades for outstanding achievements.
• Career Growth: Opportunities for professional development and leadership advancement.
• Supportive Culture: A dynamic, innovative, and team-oriented environment that fosters success and collaboration.

Why Join Us?

At Summit Planners Crusaders, we don’t just offer a job—we offer a platform for leadership, growth, and impact. As a Relationship Manager Team Lead, you will have the opportunity to inspire a team, build meaningful client relationships, and make a difference in people’s lives. Join us and unlock your full potential in a career that rewards your passion and dedication.

Ready to lead, inspire, and succeed? Apply today!

About the Role:
We are seeking an experienced and strategic Senior Relationship Manager to lead our Corporate Banking initiatives across Singapore and Southeast Asia. This is a leadership role that focuses on building and maintaining strong relationships with both Korean corporate clients and local/regional companies, driving business growth, and ensuring exceptional service delivery. The ideal candidate will have a proven track record in corporate banking, with expertise in credit risk management, client portfolio oversight, and cross-border market engagement.

Key Responsibilities:

• Oversee and manage relationships with a diverse portfolio of corporate clients, including Korean companies and regional businesses in Singapore and Southeast Asia.
• Lead strategic initiatives to expand the bank’s corporate client base by identifying and pursuing new business opportunities.
• Conduct credit assessment and risk analysis, ensuring compliance with the bank’s policies and regulatory requirements.
• Supervise Customer Due Diligence (CDD) and Know-Your-Customer (KYC) processes for new and existing clients.
• Collaborate with internal teams, including credit, operations, and product specialists, to deliver seamless and comprehensive banking solutions tailored to client needs.
• Develop and maintain strong client relationships by providing high-quality financial and customer services to corporate clients.
• Identify cross-selling opportunities and promote the bank's products and services to maximize revenue.
• Drive product innovation by working closely with clients to develop customized corporate banking solutions, including lending, cash management, trade finance, and treasury services.
• Monitor and manage overall client portfolio performance, proactively addressing potential credit and operational risks.
• Conduct financial research, credit spreading, and prepare detailed credit proposals.
• Maintain up-to-date knowledge of market trends, regulatory changes, and industry developments to ensure business competitiveness and compliance.
• Provide guidance and mentorship to junior relationship managers, fostering a collaborative and high-performing team environment.
• Prepare detailed sales reports, business performance analyses, and client presentations for senior management review.

Qualifications:

• Bachelor’s degree in finance, business, economics, or a related field; advanced degrees are an advantage.
• 10+ years of experience in corporate banking, with a focus on managing relationships with large corporate clients in Singapore and Southeast Asia.
• Proven track record in driving revenue growth, exceeding sales targets, and delivering exceptional client service.
• In-depth understanding of corporate banking products and services, including trade finance, cash management, and treasury solutions.
• Strong leadership and team management skills, with experience mentoring and developing junior professionals.
• Exceptional communication, negotiation, and interpersonal skills, with the ability to engage effectively with senior executives and stakeholders.
• Strong business development and marketing orientation with an ability to identify and capitalize on emerging opportunities in the region.
• Proficiency in the Korean language is an advantage for communication with the Head Office and Korean clients.
• Strong market awareness and business acumen, with the ability to identify and capitalize on emerging opportunities in the region.

If you are a seasoned Corporate Banking professional with a passion for leadership and business development, we invite you to join us and make a significant impact in the region.

Responsibilities

1. Handle account opening, deposit, withdrawal, account operation, rate adjustment and other issues for high-net-worth clients

2. Follow up and track the account transactions of high-net-worth clients, receive and understand their needs and potential needs

3. Assist manager in coordinating internal resources to meet customer needs

4. Manage daily operations, administration, client care and relationship management.

5. Ad-hoc projects, reporting, and other operational duties including administrative support, as may be assigned from time to time.

6. Work closely with managers and internal stakeholders, to deliver a superior client servicing experience

7. Developing good relationships with internal and external stakeholders

8. Collaborate with cross functional teams to ensure high standard of customer satisfaction

9. Customizes client requests (reporting, statistics, mailings etc.)

Qualifications

1. Passionate about client servicing with situational adaptability (to work with clients of different backgrounds)

2. Highly service oriented and passionate about client servicing

3. Excellent communication skills, friendly and professional communication attitude

4. Systematic, precise and diligent working style and the ability to perform under pressure

5. A strong understanding of equities\bonds\futures etc. in the region

6. Fluent in both English and Mandarin as you are required to work closely with our Chinese stakeholders based in China.

7. 1-3 years of work experience, with strong data processing and analysis skills

8. Ability to multitask

About the job

about the job

• Acquire affluent international customers through Global Leads
• Facilitate account opening, ensuring proper KYC procedures before onboarding customers
• Collaborate with offshore Relationship Managers to deliver a comprehensive wealth management experience for new and existing affluent clients, while promoting the Bank's exclusive depository products and services.
• Work closely with various internal departments and stakeholders to convert referrals and prospects into New-to-Bank affluent customers.

skills and experience required

• Previous experience managing international clients and conducting KYC within a banking environment.
• Familiarity with account opening processes is an advantage.
• A self-motivated and driven individual.

To apply online please use the apply function
(EA: 94C3609/ R21103354)

Job Description:

• Cultivate relationships with high net worth (HNW) clients.
• Comprehend the financial objectives of HNW clients and propose tailored wealth management solutions, including insurance, leverage products, structured products, and investment instruments, to foster the protection and growth of their wealth.
• Deliver exceptional customer service, ensuring a superior banking experience.
• Participate in networking and marketing initiatives to enhance the customer base.

Skills and Experience Required:

• 2 years of sales experience - preferably banking
• Local diploma is minimally required

To apply online please use the apply function
(EA: 94C3609/ R21103354)

Business Function

DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.

Responsibilities

• Grow the business through proactive acquisition and retention of HNW/ UHNW clients within the European Market
• Implement geographical focused strategy in line with the overall business strategy.
• Build and develop a deep understanding of clients’ investment needs.
• Provide sound financial advice to clients working in partnership with the Investment Counsellors and Product Specialists.
• Be a strong advisor to the clients in their wealth journeys and work to continually strengthen the client relationships.
• Ensure compliance to the bank's and regulatory requirements.

Requirements

• Bachelor's degree with at least 8-12 years of relevant experience.
• Sound knowledge of private banking products and solutions as well as deep expertise of the European Market and relevant networks.
• Good understanding of compliance and regulatory requirements.
• Excellent interpersonal and communication skills with strong client centricity.
• Team player with the ability to collaborate widely with various internal stakeholders to drive client acquisition and retention.

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.