About the job

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

Skills and experience required

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

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

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

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

about the job

• Understand the financial goals of HNW clients and offer wealth management solution such as insurance, leverage products, structured products and investment products to help them protect & grow their wealth
• Regularly engage customers with information relating to the financial products that they have purchased and present new and suitable opportunities to customers
• Comply with all regulations and controls as set by the Bank and external regulatory authorities

skills and experience required

• Minimally 6 years of relevant experience in banking & financial advisory
• Possess strong knowledge of financial products
• Great communication & interpersonal skills
• Self-motivated and driven individuals with strong sales track record

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

• Leading Asset Management Company
• Vibrant Working Environment
• AWS + Performance Bonus

Responsibilities:

• Engaging with existing and prospective tenants to promote the portfolio's workspace and community.
• Responsible for the prospecting of tenants, and along with the leasing managers, will facilitate the initial engagement of office
• and retail tenants.
• Establishing strategic relationships with tenants
• Working with internal departments to deliver corporate and community engagement programs.
• Communicating of the digital platform and its functionality to the tenants.
• Engagement of tenants with the digital platform to promote events that encourages community engagement.

Requirements:

• Degree in Business Administration, Marketing, Real Estate, or a related field
• Min 5 years of experience in business development, partnership management, or related roles.
• Experience in the real estate industry or a related sector is strongly preferred
• Excellent relationship-building and interpersonal skills.
• Ability to develop and execute partnership strategies that drive business growth.

Working Location: Raffles Place

Working Hours: Mon- Fri 8.30am - 6.00pm

Salary: Up to $8,500 + AWS + VB

To apply, please submit your detailed CV with the following details for faster processing:

• Reason for leaving
• Expected salary
• Earliest availability date

We regret that only short-listed candidates will be contacted shortly.

[Job ID: 401769]

Responsibilities:

• Develop and maintain long-term relationships with priority banking clients by providing tailored financial solutions that meet their individual needs.
• Manage a portfolio of priority banking clients, ensuring a high level of customer satisfaction and retention.
• Build trust and credibility with clients through regular meetings, understanding their financial needs, and offering suitable products and services.
• Conduct professional, consultative financial analysis and profiling to understand clients' financial goals and objectives.
• Provide expert advice on a wide range of financial products, including investments, insurance, loans, and other wealth management solutions.
• Stay informed about market trends, economic conditions, and new financial products to offer clients the best options.
• Achieve sales targets for new business acquisition, cross-selling, and up-selling of financial products to clients.
  Identify and source new clients through referrals, networking, and marketing activities.
• Actively pursue opportunities to expand the client base and increase wallet share.
• Foster strong, ongoing relationships with clients to ensure their continued business and satisfaction.
• Proactively address client concerns and resolve issues to maintain client loyalty.
• Implement strategies to reduce client attrition and retain key accounts.
• Continuously monitor the performance of clients' portfolios and make recommendations to optimize financial outcomes.
• Review clients’ financial goals regularly to ensure alignment with their evolving needs and market conditions.
• Provide high-quality and efficient after-sales service, ensuring client satisfaction and addressing any concerns promptly.
• Offer tailored solutions to resolve clients’ banking or investment needs in a timely manner.

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

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

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

Job Description

• Relationship building with high net worth (HNW) clients
• Understand the financial goals of HNW clients and offer wealth management solution such as insurance, leverage products, structured products and investment products to help them protect & grow their wealth
• Provide excellent customer service and banking experience
• Regularly send customers information relating to market movements and trend analysis on the financial products that they have purchased and present new and suitable opportunities to customers
• Engage in networking and marketing campaigns to increase customer base
• Comply with all regulations and controls as set by the Bank and external regulatory authorities

Skills and experience required

• Minimum 2 years of sales experience
• Effective communication skills
• Analytical and logical thinking

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

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

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

about the job

• Understand the financial goals of HNW clients and offer wealth management solution such as insurance, leverage products, structured products and investment products to help them protect & grow their wealth
• Regularly engage customers with information relating to the financial products that they have purchased and present new and suitable opportunities to customers
• Comply with all regulations and controls as set by the Bank and external regulatory authorities

skills and experience required

• Minimally 6 years of relevant experience in banking & financial advisory
• Possess strong knowledge of financial products
• Great communication & interpersonal skills
• Self-motivated and driven individuals with strong sales track record

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

Job Responsibilities:

• Main contact point to the customers with regards to enquiries of car rentals.
• Propose recommendation that best fit to customer's requirements and budget.
• Prepare quotations and contracts.
• Attend to customers' feedback on vehicle related matters and work with operation team on servicing and maintenance matters.
• In-charge of vehicle demo/ showcasing.

Job requirements:

• Diploma/ Degree in any discipline
• 2-3 years of sales experience (preferably in automotive industry)
• Possess Class 3 licence
• Self motivated
• Excellent communication skills
• Good customer service

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

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!

Our client, one of the Fastest Growing Non-Bank Financial Institute in Singapore is looking for relationship manager to join their team of Relationship Manager.

Working Hours: Monday to Friday (8.30am - 5.30pm)

Work Location: On-Site (Nearest to Novena MRT)

Work Type: Permanent

Responsibilities

- Acquiring new corporate clients for secured lending (property)

- Manage and service existing accounts

- Promote company's range of financial products and offer guidance on loans

- Generage & achieve KPI targets assigned

- Build a strong network of business contracts to generate referrals

- Prepare credit proposals involving financial analysis

Requirements

- Diploma or Degree in Business Management, Finance, Sales or related fields.

- Minimum 1-2 years working experience with sales and sales support role

- Highly self--motivated, proactive and result orientated

- Good interpersonal and communication skills

- Able to work indepdently while also contributing effectively to a team

- Strong understanding of customer needs and market trends

- Relevant work exprience in unsecured lending properties/ term loans and mortgage loans (preferred)

RMA Consultants: EA License No: 93C4403

Foo Erin - EA Reg No: R2196422

[Job ID: 401667]

Responsibilites:

• Build and maintain strong relationships with existing clients, ensuring their banking needs are met.
• Act as the primary point of contact for clients, addressing inquiries and resolving issues promptly.
• Understand clients' financial goals and objectives to offer tailored banking solutions.
• Identify opportunities to cross-sell and upsell bank products and services to existing and potential clients.
• Achieve sales targets for new business, product offerings, and customer acquisition.
• Provide financial advice and consultation services to clients, helping them make informed decisions about their banking and financial products
• Analyze clients’ financial situations and recommend suitable banking products, such as loans, investments, and savings plans.
• Manage a portfolio of clients, ensuring their financial needs are met and any issues are resolved promptly.
• Monitor and review clients’ portfolios to ensure they are aligned with their financial objectives.

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

[Job ID: 828086]

Responsibilities:

• Acquire new corporate clients for property loans and lending services.
• Manage and service existing client accounts.
• Promote the company's financial products and provide guidance on loan options.
• Meet and exceed assigned KPI targets.
• Build and maintain a strong network of business contacts to generate referrals.
• Prepare credit proposals that include financial analysis.

Requirements:

• 0-2 years of experience in sales or a sales support role.
• Highly self-motivated, proactive, and results-driven.
• Strong interpersonal and communication skills.
• Ability to work independently and collaborate effectively within a team.
• Solid understanding of customer needs and market trends.
• Relevant experience in unsecured/secured lending, including property loans, term loans, and mortgage loans.

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]

Responsibilites:

• Build and maintain strong relationships with existing clients, ensuring their banking needs are met.
• Act as the primary point of contact for clients, addressing inquiries and resolving issues promptly.
• Understand clients' financial goals and objectives to offer tailored banking solutions.
• Identify opportunities to cross-sell and upsell bank products and services to existing and potential clients.
• Achieve sales targets for new business, product offerings, and customer acquisition.
• Provide financial advice and consultation services to clients, helping them make informed decisions about their banking and financial products
• Analyze clients’ financial situations and recommend suitable banking products, such as loans, investments, and savings plans.
• Manage a portfolio of clients, ensuring their financial needs are met and any issues are resolved promptly.
• Monitor and review clients’ portfolios to ensure they are aligned with their financial objectives.

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

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)

Want to make an impact on people's lives?

Key Responsibilities:

Consult and Collaborate: Engage with clients to deliver personalised financial solutions.

Achieve and Excel: Drive sales and consistently meet or exceed targets.

Build Connections: Foster lasting client relationships for satisfaction and loyalty.

Learn and Grow: Participate in training sessions to enhance your skills.

Team Spirit: Work with a supportive team and invite friends to join us!

About the job

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

Skills and experience required

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

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

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

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

Job Description

• Relationship building with high net worth (HNW) clients
• Understand the financial goals of HNW clients and offer wealth management solution such as insurance, leverage products, structured products and investment products to help them protect & grow their wealth
• Provide excellent customer service and banking experience
• Regularly send customers information relating to market movements and trend analysis on the financial products that they have purchased and present new and suitable opportunities to customers
• Engage in networking and marketing campaigns to increase customer base
• Comply with all regulations and controls as set by the Bank and external regulatory authorities

Skills and experience required

• Minimum 2 years of sales experience
• Effective communication skills
• Analytical and logical thinking

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

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

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

Job Summary:

We are seeking experienced and results-driven Relationship Manager to join our team in the bank. The successful candidate will be responsible for managing and growing a portfolio of high-value clients, providing exceptional customer service, and identifying new business opportunities. If you have a passion for building strong relationships and driving business growth, we encourage you to apply.

The target clients for these roles are affluent customers to offer them a range of financial solutions i.e investment products and wealth management solutions.

Job Scope:

• Manage and grow a portfolio of high-value clients, ensuring deep understanding of their financial needs and goals
• Develop and implement tailored financial solutions to meet clients' needs, including credit facilities, investments, and transactional banking products
• Identify new business opportunities and acquire new clients through networking, referrals, and marketing initiatives
• Build and maintain strong relationships with clients, ensuring high levels of customer satisfaction and loyalty
• Collaborate with internal stakeholders, including credit risk, product specialists, and operations teams, to deliver seamless client experiences
• Monitor and manage client risk, ensuring compliance with regulatory requirements and bank policies

Job Requirements:

• Minimum 2 years of experience in a relationship management or sales role in the banking industry for senior roles.
• Proven track record of success in managing and growing a portfolio of high-value clients
• Strong understanding of financial markets, products, and services
• Excellent communication, interpersonal, and relationship-building skills
• Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines
• Strong analytical and problem-solving skills, with ability to think creatively and outside the box

Job Benefits:

• Competitive Compensation Package: We offer the best compensation package in the market, with a salary range that is above industry standards.
• Good Working Culture: Our bank values a positive and inclusive work culture, with a focus on employee well-being, diversity, and career development.
• Opportunities for Growth: We offer opportunities for career advancement and professional growth, with training and development programs to help you achieve your goals.
• Comprehensive Benefits: We provide a comprehensive benefits package, including medical insurance, retirement plans, and paid time off.
• Recognition and Rewards: We recognize and reward outstanding performance, with bonuses, awards, and recognition programs.

If you are a motivated and results-driven professional looking for a challenging and rewarding role, please submit your application with a resume.

We regret to share that only shortlisted candidates will be notified.

www.dadaconsultants.com

Data provided is for recruitment purposes only

EA Registration Number: R21102607

Business Registration Number: 201735941W

Licence Number: 18S9037

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

THE COMPANY

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

JOB RESPONSIBILITIES

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

JOB REQUIREMENTS

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

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

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

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

EA Licence 18C9105

EA Reg R1105305

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

about the job

• Understand the financial goals of HNW clients and offer wealth management solution such as insurance, leverage products, structured products and investment products to help them protect & grow their wealth
• Regularly engage customers with information relating to the financial products that they have purchased and present new and suitable opportunities to customers
• Comply with all regulations and controls as set by the Bank and external regulatory authorities

skills and experience required

• Minimally 6 years of relevant experience in banking & financial advisory
• Possess strong knowledge of financial products
• Great communication & interpersonal skills
• Self-motivated and driven individuals with strong sales track record

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

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

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

Roles and Responsibilities

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

Skill and Requirements

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

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

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

About The Company

Our client is an established Private Bank with a global presence. As part of their expansion plans, we are looking for an experienced Assistant Relationship Manager to join the team.

About The Job

• Process client payment orders, executing securities, funds, bonds and other trades
• To liaise closely with various stakeholders to investigate and resolve any client enquiries or issues
• Assist in account opening process and the maintenance of client data and reports
• Ensure that all transactions adhere to regulatory requirements and internal policies
• Any other ad hoc duties as required

Skills And Experience Required

• Bachelor Degree in Banking and Finance or related fields
• Carries at least 5 - 8 years of relevant experience in a Private Bank or Wealth Management Firm
• Completion of CACS Papers 1 & 2 will be an added advantage
• Strong interpersonal and organisational skills

To apply online please use the 'apply' function, alternatively you may contact Sophia Tan at +65 9101 6602. (EA: 94C3609/ R1980830)

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)

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