Responsibilities:

· Assist in the development of Customer Relationship Management (CRM) which includes Investor Capital relationship management, Investors database, and capital raising process and methodology of the Company, including but not limited to assisting client on boarding, assisting in the investors KYC/AML requirements, and regulatory clearances and relevant KYC/AML monitoring for the investors.

· Investor/client relationship management including but not limited to handing investors related queries and reporting (Client and Internal teams to resolve any client queries)

· Ensure any client impacting regulatory changes and business changes is communicated to the clients and internal stakeholders in a timely manner

· Takes initiative in identifying and driving opportunities to streamline/enhance team efficiency

· Communicate significant client issues internally and document/escalate as appropriate

· Provide support for consistent delivery of top-quality services to achieve the overall business objective of revenue growth for the firm

· Identifies means to reduce transaction defects (internal and external)

· Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Firmus, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

· Provides innovative solutions to internal teams & clients. Ensures a strong and robust processing environment with effective controls.

· Determines new work procedures, analyzes complex and variable issues with significant departmental impact

· Focuses on timely and accurate delivery of targets/deliverables.

· Assist the company and team in the development of the Company’s investor base, capital raising the Company’s investment funds including and not limited to co-investments, segregated accounts, discretionary and non-discretionary investment mandates, and External Asset Management (EAM) business including multi-family office setup

Requirements:

• Good understanding of the Real Estate industry, Corporate Strategy essentials and Investment principles
• Excellent command of Excel, Power Point and Word
• A detail-oriented, analytical and methodical approach
• Ability to work both independently and in a team, in conjunction with developed soft skills
• Self-motivated, with high level of energy, independence, initiative, responsibility, and accountability

Valerie Song Lixuan | EA Registration No R1106569 | Lic No.08C5436

Relationship Manager Responsibilities:

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

Relationship Manager Requirements:

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

[Job ID: 401667]

Overview

This exciting opportunity is with a leading global bank as they are looking for a relationship manager to join their ever-growing team as part of their plans to increase their business outreach. If you're a highly motivated sales-driven individual, this would be a great opportunity in the next step of your career.

Responsibilities

• Conduct professional, consultative financial analysis and profiling sessions to address customers’ financial needs and objectives.
• Build and strengthen customer relationships by providing regular updates on market trends and insights into local and international financial products.
• Promote and offer a wide variety of banking products to existing and potential clients, including structured notes, leveraged FX trades, corporate and sovereign bonds, etc.
• Deliver expert financial analysis and customized wealth management solutions, such as bancassurance, loans, and investment products.
• Participate actively in branch activities, supporting the overall success of the bank.

Requirements

• Degree in any discipline
• Results-oriented, dynamic, and self-driven
• Very keen in a sales-fronting role.
• Excellent communication and interpersonal skills are crucial for building strong client relationships.

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: Ong Kang Quan Ryan
EA Personnel Registration Number: R23116952
EA License No.: 07C5771

We are looking for a Relationship Manager to join our growing organization. The Relationship Manager is expected to actively expand HNW business through various sources. He/She will be actively bonding with clients in identifying their financial needs and providing suitable wealth solutions, while complying to full compliance as set by regulatory bodies.

Job highlights

• Basic salary + quarterly commission + attractive incentive
• Attractive recurring income scheme
• Fast promotion path to Team Head
• Friendly and flexi work environment

Job Description:

• To build and preserve trusting bonds with our customers
• Establish and manage relationship with HNWI customers from our group company
• Provide quality services to clients, handling their needs and enquiries
• Manage the total wealth of our clients by matching our financial and investment product solutions to their needs
• Acquire, develop and maintain new clients

Requirements

• Diploma/ Degree holder with at least 3 years of business development /sales/client acquisition experiences from wealth management nature
• Strong HNW clients sources with proven track record
• Good knowledge in financial products
• CMFAS certification (M5, M6, M6A, M8, M8A, M9, M9A & HI) will have added advantage
• Driven and self-motivated individual who has passion to excel in sales
• Good command of both Mandarin and English (to handle English and Mandarin speaking clients)
• Willing to travel occasionally

Only applicable to Singaporean & PR Holders

Job Description

• Develop detailed plans to expand and grow the customer network

• Provide consultation on product information, investment programs, and residency options that suit customer needs.

• Maintain strong relationships with customers, ensuring they have the best service experience.

• Perform tasks using the CRM management software and prepare related reports.

• Collaborate with other specialized departments to support and process customer files promptly, optimally, and effectively.

• Participate in supporting and organizing seminars and events held periodically by the company.

Job Requirements

• Hold a college or university degree in business administration, international trade, or other related fields.

•Have at least 2 years of experience in product consultation in areas such as immigration, studying abroad, real estate, banking, insurance, or consulting and selling high-value products.

•Ability to identify potential customers and build long-term relationships with them.

•Confident in communication, with strong persuasive and problem-solving skills.

Our client, a leading Indian bank is looking to hire Relationship Manager/ Senior Relationship Manager within their Private Banking group.

Responsibilities:

1. Client Relationship Management:Understand client requirements to ensure superior service delivery.
   Provide regular updates to clients on financial market developments and their portfolios.
   Acquire new high-net-worth clients and deepen relationships with existing ones.
   
2. Investment Advisory:Offer investment advice tailored to client needs and risk profiles in alignment with the institution's house views on products and asset classes.
   Map clients' financial needs by analyzing risk profiles, asset allocations, investment horizons, and liquidity requirements.
   Design customized portfolio proposals incorporating diverse products across debt, equity, and other asset classes.
   
3. Portfolio Management:Actively review and rebalance client portfolios based on buy/sell/hold triggers or recommended allocation changes.
   Facilitate FCNR/INR deposits within the product framework as part of comprehensive asset allocation strategies.
   
4. Revenue and AUM Growth:Drive growth in assets under management (AUM) and revenue generation through effective client engagement and relationship management.
   
5. Compliance and Regulations:Ensure full compliance with local regulatory frameworks, in-country sales and marketing guidelines, and institutional policies.
   
6. Leadership:Lead a team of Relationship Managers (RMs) and Client Service Managers (CSMs), if assigned.
   Undertake additional tasks or projects as directed by the reporting manager.
   

Qualifications & Requirements:

• CACS Certification: Mandatory qualification.
• Candidate should have 3+ years of relevant banking experience (RM) or 5+ years of relevant banking experience (SRM)
• Customer Relationship Management skills
• Knowledge of Financial Markets & Products (eg: Bonds, Equities, FX, etc.)
• Knowledge and understanding of Indian banking landscape, India market and macroenvironment.

If interested then please send in your CV to [email protected]

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

Our client, a leading Indian bank is looking to hire a Relationship Manager within their Commercial team.

Responsibilities:

Trade Transactions

• Maintaining relationship with Branch Corporate Banking Customers for all their Trade finance and Transaction banking requirements
• Increasing wallet share of the business from existing clients and sourcing new clients in line with the bank’s strategy
• Raising approvals as per Branch Trade Procedures for all Trade Transactions
• Raising Commodity / Product / Deviations approvals as needed.
• Resolve queries from all internal processing teams (Trade Services Unit / Central Operations / Compliance/ Branch Operations)
• Be responsible for End-to-End Transaction delivery

Short Term Loan, Working Capital Demand Loan, Remittances

• Raising all relevant approvals for STL / WCDL / Remittances as per Process
• Resolve queries from all internal processing teams (Trade Services Unit / Central Operations / Compliance/ Branch Operations)

Bank Onboarding / Legacy Alerts Closure

• Follow up with Financial Institution Group/ International Financial Institution Group for documents or approvals with respect to bank onboarding/ legacy alerts
• Liaise with Compliance, Central Operations and other internal teams
• Raise mail/ memo approvals for onboarding/ re-onboarding/ legacy alerts closure

Others

• Process Improvement- Review of Correspondent Banking, Trade Procedures and other PAC Notes
• Resolve queries with respect to Bank’s Corporate Internet Banking and Trade Online Platforms

Transaction Data Compilations

• Ad Hoc Trade & Transaction banking MIS
• Any other tasks and responsibilities assigned from time to time.

Requirements:

• Relevant banking experience of 4+ years
• Understanding of trade finance domain and related concepts, trade procedures, STL and WCDL
• Understanding of India banking and regulatory landscape and macroenvironment
• Strong communication and collaboration skills

If interested, then please share your CV with [email protected]

[Job ID: 767490]

Overview

This exciting opportunity is with a leading global bank as they are looking for a Corporate Banking Manager to join their ever-growing team as part of their plans to increase their business outreach. If you're a highly motivated sales-driven individual, this would be a great opportunity in the next step of your career.

Responsibilities

• Proactively drive new business by identifying and converting prospects in alignment with the Bank’s goals.
• Develop strategic account plans by delivering tailored solutions, structuring suitable credit facilities, and executing diverse banking transactions.
• Foster and maintain trusted relationships with clients, managing a portfolio of active and expanding customers.
• Promote and sell a comprehensive range of products, including trade services, cash management, treasury, and investment solutions.
• Prepare credit proposals and loan applications for clients, ensuring timely completion of annual reviews.

Requirements

• Degree in any discipline
• A minimum of 5 years of experience in managing business, commercial, or corporate clients, with additional experience in cross-border international business and new-to-bank client acquisition being an advantage.
• Strong ability to work independently and proficient in conducting credit reviews.
• Exceptional financial analysis skills with expertise in evaluating client creditworthiness and identifying key risks and mitigation strategies.
• Comprehensive knowledge of trade, cash management, lending, and foreign exchange products, along with a solid understanding of local industries, supply/value chains, and market dynamics.

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: Ong Kang Quan Ryan
EA Personnel Registration Number: R23116952
EA License No.: 07C5771

About the job

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

Skills and experience required

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

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

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

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

about the company

Our client is a well-known and established regional bank with large assets with global branches and a strong client network in Singapore and APAC region. The corporate banking team handling commodities and trade financing has an approved headcount for an RM.

about the job

• Maintaining and strengthening client relationships via client visits and calls, and structuring solutions to maximise business opportunities
• Underwrite credit proposals and renewals promptly, handle loan documents emphasizing key risks and mitigation strategies.
• Handle KYC/AML/credit risk and credit ratings
• Identify cross-selling opportunities to maximize business returns and handle clients business needs, transactions and queries
• Liaise with local stakeholders & overseas branches

about the manager / team

Part of a stable team, this role reports to the Team Lead.

skills & experience required

• Degree in Accountancy, Business Management, Banking & Finance and Economics
• At least 3 years of experience as a Relationship Manager in Corporate Banking
• Knowledge in trade finance, syndicated loans, commodities financing
• Experience in credit analysis, financial spreading, able to read and interpret financial statements

To apply online please use the 'apply' function, alternatively you may contact Judy at judy.low[@]randstad.com.sg or drop me a message on LinkedIn at https://www.linkedin.com/in/judy-low-bb09619a

(EA: 94C3609/ R22110790)

• 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 Responsibilities:

- Create job posting on different social media platforms

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

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

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

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

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

Job Requirements:

- Excellent interpersonal and communication skills

- Achieving and maintaining targets

- Strong sense of responsibility

- Able to work in a fast-paced environment

- Candidates with prior experiences in manpower outsourcing will be advantageous

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

Our client is a well-established international bank and has a strong presence in Asia. They are recruiting for Premier Relationship Managers to expand their business.

about the job

• Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.
• Manage the relationships with new and existing High Net Worth clients through professional consultative financial analysis.
• Required to execute good customer service while reaching to the database provided by the bank.
• To identify suitable financial solutions offered by the bank to meet client's financial goals.
• Ensuring all transactions are strictly compliant with audit and statutory guidelines

skills and experience required

• Minimum local diploma in any discipline.
• Minimum 3 years of retail banking experience will be advantageous.
• Strong knowledge of investment and insurance products.

*We regret to inform you that only shortlisted applicants will be notified*

To apply online please use the 'apply' function, alternatively you may contact Reenie at 6697 7943 / [email protected] for a confidential discussion.

EA: 91C2918 | R2198716

Job Reponsibility:

• Establishing and cultivating business relations with Unlimit Group's clients and partners;
• Managing and nurturing an existing portfolio of key clients, providing operational support, and fostering strong client relationships;
• Conducting meetings with existing clients having representatives in APAC region;
• Collaborating closely with internal departments such as AML, Sales, Operations and Product Development teams in regard to customers experience and improvement of internal KYB/KYC systems and processes;
• Training of new client managers of the department which Unlimit Group plans to hire in APAC.

Candidate Profile:

• Relevant Bachelor Degree
• 3-5 Years Experience in similar industry and Job Nature
• Good Communication and Leadership Skills

One of my clients who is a boutique Indian bank based in Raffles Place is looking to hire Relationship Manager within their corporate banking group.

Responsibilities:

• Reaching out to prospective customers in MNC segment, Private Equity, Venture Capital, Funds, FDI/ FPI segment which have presence in ASEAN regions and with strong business linkages to India.
• Originating and onboarding (with complete KYC) new corporate customers and developing and maintaining good relationships with the customers.
• Understanding customer requirements and providing banking solutions including but not limited to investments flow, trade flows and other transactional banking requirements
• Preparing credit proposal, coordinating with Risk department for approvals and undertaking credit monitoring & asset reviews of the portfolio
• Maintaining existing relationships with corporate clients
• Meeting business numbers across products and business verticals
• Executing transactions in a timely and efficient manner in line with customer expectations
• Maintaining credit files and ensuring safe custody of all documents
• Manage a team of Relationship Manager(s) and/ or Customer Service Manager(s) if required and as deemed fit by the management
• Prepare data, MIS, presentations as required by the management
• Any other relevant task assigned by the Reporting Manager

Job requirements:

• Strong understanding and acumen of corporate banking business with 4+ years of relevant banking experience in relationship management.
• Understanding of Indian banking landscape, regulations and macroenvironment.
• Understanding of financial statements to prepare credit proposals.

if interested then please send in your CVs to [email protected]

About CapBridge

CapBridge Pte Ltd, a member of FOMO Group, is an investment and asset allocation platform for corporate and individual investors to build a portfolio of direct investments in various public and private market instrument. alongside other institutional lead investors. Combining advanced financial technologies with comprehensive service throughout the investment and development horizon, CapBridge assists in connecting and enabling cash and treasury management, and in assisting mid or late-stage high growth companies with accredited investors and strategic buyers globally across key industry sectors.

CapBridge is based in Singapore, featuring a premier geographic presence, an unparalleled legacy of growth, and superior access to the global financing markets. We seek to transform the manner in which capital is allocated and value is optimised, realized throughout an integrated digital platform. We achieve this by by:

• Syndicating and aggregating premier cash management products
• Achieve greater portfolio diversification through exclusive and proprietary private market deal flow
• Expanding access to capital for Entrepreneurs and promising high growth companies

CapBridge is well positioned through its extensive experience in developing a world-class capital markets system, championing the interests of small enterprises, entrepreneurs and high growth companies. We are currently looking for a Relationship Manager to join our distribution team. The role is based in Singapore. We offer attractive remuneration with commission and the opportunity to join a high-performance team.

Key Responsibilities:

• Client Conversion and Acquisition: Identify and convert existing client base and seek new clients and business opportunities.
• Lead Nurturing: Cultivate relationships with current leads and convert them into investment clients.
• Relationship Management: Develop and maintain strong relationships with key stakeholders and clients. Conduct client meetings to understand their needs.
• Sales and Revenue Growth: Drive sales efforts to meet revenue targets. Develop and manage sales pipelines, ensuring timely follow-ups and conversions. Prepare and present proposals and pitches to prospective clients.
• Compliance: Ensure all activities comply with regulatory requirements.

Requirements

• Bachelor’s degree in Business, Finance, Economics, or a related field.
• Minimum 3 years of relevant work experience in the financial industry (preferably with a CMFAS licence holder).
• Knowledge of the Securities & Futures Act, its relevant notices and guidelines
• Proficiency in English and Mandarin is preferred to liaise with local and international clients.
• Excellent communication and interpersonal skills, with the ability to build and maintain relationships with diverse stakeholders.
• Entrepreneurial mindset with a proactive approach to identifying and pursuing new business opportunities.
• Strong analytical and strategic thinking skills, with the ability to identify and capitalize on market opportunities.
• Ability to work independently and as part of a team in a fast-paced, dynamic environment.
• Excellent organizational and time management skills, with the ability to manage multiple priorities effectively.

Job Responsibilities:

- Create job posting on different social media platforms

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

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

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

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

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

Job Requirements:

- Excellent interpersonal and communication skills

- Achieving and maintaining targets

- Strong sense of responsibility

- Able to work in a fast-paced environment

- Candidates with prior experiences in manpower outsourcing will be advantageous

Job Summary

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

The purpose of the role is to

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

Implementation and oversight of the below individual responsibilities:

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

Strategy

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

Business

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

Processes

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

People & Talent

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

Key Responsibilities

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

Risk Management

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

Governance

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

Regulatory & Business Conduct

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

Key stakeholders

• Cluster Heads,Product Mgrs, STMs and etc.

Our Ideal Candidate

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

Role Specific Technical Competencies

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

Skills and Experience

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

About Standard Chartered

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

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

Together we:

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

About Wealth and Retail Banking

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

What we offer

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

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

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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

Our client, a leading bank in Asia, is looking to hire Relationship Managers to join their retail banking segment.

about the job

As a Relationship Manager, you will responsible for:

• Promoting and offering a diverse range of banking products to both existing and prospective clients.
• Providing expert financial analysis and delivering tailored wealth management solutions, including bancassurance, home loans and investment products.
• Actively engaging in branch activities, contributing to the overall success of the bank

Joining our client means gaining access to extensive training and development programs. Regardless of your previous experience, you will receive comprehensive support to excel in your role. This exceptional opportunity allows you to launch your career in the banking industry and pave the way for future growth and success.

skills and experience required

• Minimum local diploma in any discipline
• At least 1 year of financial sales experience would be advantageous.
• Excellent communication and interpersonal skills are crucial for building strong client relationships.

*We regret to inform you that only shortlisted applicants will be notified*

To apply online please use the 'apply' function, alternatively you may contact Reenie at 6697 7943 / [email protected] for a confidential discussion.

EA: 91C2918 | R2198716

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