- Permanent

- Up to $9,000 + VB

- near Raffles MRT

- Mon – Fri; 8.50AM – 5.30PM

Job Responsibilities:

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

Period:

• Permanent

Working Hours:

• Mon to Fri, 8.50AM – 5.30PM

Salary:

• Up to $9000 + VB

Location:

• near Raffles MRT

Requirements:

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

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

[email protected] (Registration no: R23114826)

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

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

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

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

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

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

Our client, a well-established international bank with a strong presence in Asia, is recruiting Offshore Relationship Managers to expand their global markets business.

about the job

• Develop and manage a portfolio of HNW clients across diverse markets, focusing on building long-term relationships.
• Identify and acquire new clients through networking, referrals and strategic marketing initiatives.
• Collaborate with internal product specialists to design and implement tailored financial solutions that address the unique needs of offshore clients.
• Ensure client retention by delivering personalized service, conducting regular portfolio reviews and maintaining proactive communication.
• Stay updated on global financial markets, economic developments and regulatory changes impacting offshore banking clients.
• Provide timely insights and recommendations based on market trends and investment opportunities.
• Prepare and present regular reports on portfolio performance, client engagement and business development activities.

skills and qualifications required

• Bachelor’s degree in Finance, Business, Economics or a related field.
• Minimum 5 years of experience in wealth management/offshore banking with a focus on international markets.
• Proven track record in managing HNW clients and achieving sales targets.
• Strong knowledge of investment and bancassurance products.
• Excellent communication and interpersonal skills, proficiency in an additional language is advantageous for engaging with diverse client bases.

*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

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

[Order Number: 824377]

Responsibilities

Portfolio focus - Real Estate

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

Requirements

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

We regret that only shortlisted candidates will be notified.

However, rest assured that all applications will be updated to our resume bank for future opportunities.

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EA Personnel Name: Yap Zia Xin

EA Personnel Reg. No.: R22109263

EA Licence No.: 07C5771

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

A brief description of responsibilities as follows:

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

Skill Requirements of the Position

Personal and Social

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

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

Professional and Technical

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

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

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

Regulatory Requirement

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

Job Summary:

We are seeking experienced and results-driven Business Development Manager and/or 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.

Market Segment :

This role is focusing in the HNW clients both in Singapore as well as international markets, either in Private or Priority Banking.

Services include but not exclusive to Wealth Solutions and Legacy Planning.

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

Adecco is partnering with a well-known and established bank in Asia and they are seeking Relationship Managers to join their retail banking division.

Joining our client gives you access to great training and development programs. No matter your experience, you'll get the support you need to succeed in your role. This is a great opportunity to start your banking career and build a strong future.

About the role:

As a Relationship Manager, your responsibilities will include:

• Promoting and presenting a diverse array of banking products to both current and prospective clients.
• Offering expert financial analysis and delivering tailored wealth management solutions.
• Actively engaging in branch activities and playing a key role in the bank's overall success.

Skills and experience required:

• A minimum of a local diploma in any discipline.
• Open to candidates without relevant experiences.
• At least 1 year of experience in financial sales is advantageous.
• Strong communication and interpersonal skills are essential for building lasting 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 Jennifer at 6697 7994 / [email protected] for a confidential discussion.

EA Licence No. 91C2918 | Registration No. R22107911

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

Location: Jurong

Basic + Incentive!

Responsibilities

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

Please submit your updated resume by using the APPLY NOW BUTTON

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

We regret to inform that only shortlisted candidates would be notified

We wish you all the best in your career search.

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

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

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

Job Description

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

Requirements

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

Relationship Managers #HMS

Asia Square

can start in feb 2025

up to 5k

No experience required as training will be provided

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

How to Apply: Send your resume to:

We are a family office for a local ship bunker in Singapore. We also have an investment arm that allows High Nett Worth individuals and institutions to investment into our Real Estate, Shipping and Private credit funds.

Role Description

This is a full-time on-site role for an Investment Client Relationship located in Singapore. The Investment Client Relationship will be responsible for managing and servicing a portfolio of our clients, as well as identifying new business opportunities to grow the client base. The Investment Client Relationship will also work closely with other teams to develop investment solutions tailored to the clients' needs, and keep up-to-date with market trends and industry news.

This is mainly a sales role and candidates should possess below requirements.

• Candidate must already have a pool of accredited investors.

• At least some form of experience in investment management, financial planning, portfolio management or related fields

• Proven record of effectively guiding clients through investment processes while managing expectations will be preferred.

• Excellent communication skills, including both verbal and written

• Strong knowledge of the financial market trends, investment products and strategies

• Bachelor’s degree in Finance, Economics or related field.

Working hours: Mon to Fri, 9:30am to 6:30pm

We are a family office for a local ship bunker in Singapore. We also have an investment arm that allows High Nett Worth individuals and institutions to investment into our Real Estate, Shipping and Private credit funds.

Role Description

This is a full-time on-site role for an Investment Client Relationship located in Singapore. The Investment Client Relationship will be responsible for managing and servicing a portfolio of our clients, as well as identifying new business opportunities to grow the client base. The Investment Client Relationship will also work closely with other teams to develop investment solutions tailored to the clients' needs, and keep up-to-date with market trends and industry news.

This is mainly a sales role and candidates should possess below requirements.

• Candidate must already have a pool of accredited investors.

• At least some form of experience in investment management, financial planning, portfolio management or related fields

• Proven record of effectively guiding clients through investment processes while managing expectations will be preferred.

• Excellent communication skills, including both verbal and written

• Strong knowledge of the financial market trends, investment products and strategies

• Bachelor’s degree in Finance, Economics or related field.

Working hours: Mon to Fri, 9:30am to 6:30pm

Focus Rentals is a Gofleet (Gojek) partner that specialises in Private Hire Car rentals. Join an ambitious and growing team, with collegial working environment!

We are seeking for a motivated and customer-focused individual to join our team as Sales and Relationship Executive. Your primary objective will be to maximize sales and revenue growth through effective customer relationship management and sales strategies.

Responsibilities

• Actively seek out new customers and business opportunities to achieve sales targets.
• Set up appointments, and deliver appropriate presentations on products and services.
• Negotiate and close deals, and handle complaints or objections.
• Collaborate with team members to meet sales targets.
• Manage the relationship with newly-onboarded and existing customers.
• Ensure high levels of customer satisfaction through excellent service delivery.

Qualifications

• Self-motivated and goal-oriented, desire to deliver results
• Team player and customer-oriented
• Passionate about sales, interested in mobility sector
• Ability to adapt and grow in a competitive environment
• No specific education requirements -- we're looking for hustle!
• Bilingual/multi-lingual would be advantageous

Benefits

• Competitive remuneration package (Base + Commission)
• Medical and dental coverage
• In house gym corner
• Exclusive staff petrol discount

Are you passionate about connecting with communities and creating memorable experiences? Do you want to represent one of the world’s most iconic sports organizations? Real Madrid Foundation Football & Basketball School is seeking a dynamic and dedicated Community Relationship & Experience Executive to foster strong relationships and enhance the experience of our participants and stakeholders.

About Us

Real Madrid Foundation Football & Basketball School is dedicated to nurturing young athletes while instilling the values of Real Madrid. Through our specialized football and basketball programs, we empower students to reach their full potential both on and off the field.

Your Role

As a Community Relationship & Experience Executive, you will be the bridge between our school and its stakeholders, ensuring strong community ties and delivering exceptional experiences for participants. You will play a vital role in building relationships, managing events, and enhancing customer satisfaction.

Key Responsibilities

• Build and maintain strong relationships with parents, students, and community partners.

• Act as a brand ambassador, promoting the values and mission of the Real Madrid Foundation.

• Develop and implement initiatives to engage and grow the school’s community.

• Plan and execute events, workshops, and outreach programs to enhance stakeholder experiences.

• Address feedback and concerns, ensuring high levels of satisfaction.

• Collaborate with internal teams to deliver seamless program operations.

• Maintain accurate records of interactions and community engagement activities.

What We’re Looking For

• Excellent interpersonal and communication skills.

• Experience in community engagement, customer relations, or event management.

• A passion for sports and working with diverse communities.

• Strong problem-solving abilities and attention to detail.

• Ability to work independently and collaboratively in a fast-paced environment.

• Proficiency in Microsoft Office; experience with CRM tools is a bonus.

Why Join Us?

• Be part of a globally recognized brand that transforms lives through sports.

• Contribute to meaningful initiatives that inspire young athletes and communities.

• Enjoy a supportive, energetic, and collaborative work culture.

• Opportunities for career development and personal growth.

How to Apply

If you’re excited to make a difference and create impactful experiences, we’d love to hear from you! Send your resume and cover letter to [email protected] with the subject line: Application for Community Relationship & Experience Executive.

Be a part of the Real Madrid Foundation Football & Basketball School and help us build stronger communities through the power of sport!

Fresh graduates welcome.

Job Description

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

Requirements

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

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

Location: Close to Ubi MRT/ Ubi Road 2

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

Responsibilities:

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

Requirement:

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

Job Responsibilities:

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

Health and Safety Responsibilities:

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

Job Requirements:

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

You will be part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB's mass-affluent customers. You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales and compliance process.

• Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of UOB's clients
• Develop and deepen relationships with clients who have bee assigned to you
• Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes, and regulatory requirements (ie FAA and other related statutory Acts)

Job Requirements

• A recognised university degree
• At least 1 year of relevant financial advisory experience gained in the banking and/or financial services sectors; experienced candidates would be considred for a more senior position
• Good knowledge of wealth management and investment products
• Results-oriented, dynamic and self driven
• Competent in engaging and managing internal and external clients
• Proven ability to exceed sales target
• Resourceful and able to work with minimal supervision

GENERAL DESCRIPTION

The Assistant Relationship Manager (ARM) is a key member of the team within Private Banking. He/she supports the Relationship Manager (RM) and Team Head (TH) in daily operations, administration, client care and relationship management. The ARM interacts with internal as well as external stakeholders, provides clients with relevant information and supports the RM in implementing customized solutions in all tasks related to the delivery of excellent service to the clients. He/she may be the first point of contact for the client and as such, being able to gain the client’s confidence and give a positive, professional impression will be a strong asset. In this context, strong inter-personal skills are needed, together with a service-oriented mind-set.

The ARM is responsible for the accurate and timely processing of client instructions, as well as the efficient handling of client enquiries, escalating to senior colleagues where necessary. He/she will also assist the Relationship Manager with administrative tasks such as the preparation of presentations, the organising of meetings, events and business trips as well as ad hoc analysis and research.

Furthermore, the ARM acts as role model in bringing the best service quality to the RMs/TH in a fast, professional and friendly manner, always living the Julius Baer values (Care, Passion and Excellence) and thus helping the team to manage and grow its current client base. He/she channels client feedback to the relevant individuals/departments within the Bank to foster continuous improvement and fast adaptation of processes. This position is the backbone of Client Relationship Management.

KEY FEATURES OF THE POSITION

Client Administration & Management

• Supports RMs/TH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness
• Customizes client requests (reporting, statistics, mailings etc.)
• Manages the RM/TH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/TH
• Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)
• Ensures coverage in case of own absences

Business Management

• Regularly collects and exchanges relevant information necessary for the job
• Organises himself/herself in an efficient and compliant manner and ensures timely and appropriate information of the superior
• Conducts reviews, plans ahead and documents his/her work at all times
• Supports RM/TH in implementation of projects and initiatives
• Provides professional input proposals for improvements based on experience, incident occurrence or observation
• Manages the expense claim process for RMs/TH
• Provides on-going administrative support:

1. Processes client payment orders, executes securities, funds, bonds, MM / FX trades
2. Deals with client enquiries and resolves where possible
3. Manages diaries, books client meetings, assists with events preparation
4. Prepares for RM business trips; organises travels, preparing client presentations
5. Maintains client contact frequency and updates records
6. Ensures compliance with local & internal regulations, e.g. client documentation, client’s instructions etc.
7. Organises team meetings, takes the minutes and follows up on action points

• Assists the RM in achieving their targets:

1. Identifies opportunities for share of wallet increases / cross sales
2. Contacts clients to check satisfaction with service levels and to enquire additional needs

• Undertakes research assignments as required

Regulatory Responsibilities &/Risk Management & Controls

• Actively helps managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubt
• Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs and TH
• Ensures timely clearance of pending items and escalated deficiencies
• Ensures appropriate ethical and compliant behaviour in his/her area of responsibility
• Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool (e.g. CRM, DiAS)
• Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations

SKILLS REQUIREMENTS OF THE POSITION

Personal and Social

• Customer focused and good interpersonal and communication skills
• Able to handle verbal and written communication with clients in the client's native language where applicable
• High self-motivation, positive and possess a can do and pro-active attitude
• Understands the execution and back office processes as well as the legal & compliance procedures
• Ability to set priorities and work under pressure
• Good and fast learning ability
• Team oriented personality (team player) with attention to detail
• Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)
• Friendly, trustworthy and discreet personality with high level of risk awareness
• Highly service oriented and passionate about client servicing
• Always communicates in a friendly, competent and professional manner
• Open, approachable an displays genuine interest in people and in improving processes
• Systematic, precise and diligent working style and the ability to perform under pressure
• Personal integrity and ethical behaviour

Professional and Technical

• Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness
• Good understanding of relevant products and services in Private Banking
• Basic knowledge of global financial markets and current developments in the industry
• Proven track record in servicing banking clients with complex needs (onboarding of new, maintaining and extending current relationships)
• A good university degree in Finance, Economics or related discipline
• At least 3 years of relevant ARM experience in Private Bank set up
• CACS Papers 1 and 2
• Preferably with CMFAS Modules 1B, 5, 6A, 8A certification
• Working knowledge of T24, Olympics and TEMOS
• Working knowledge of Microsoft Office applications (e.g. Word, Excel, Powerpoint, etc)

Regulatory (where applicable)

• MAS Registered/Appointed Representative

Our Client:

• Investment Management Industry.
• Mon to Fri, 9.30am to 6.30pm
• Tai Seng
• UP $7000 Basic + Commission + Performance Bonus

Our Client, is a family office for a local ship bunker in Singapore. They are the investment arm that specialises in working with High Net Worth individuals and institutions for Private Equity Real Estate ​​​​​​& Alternative Investments.

Responsibilities:
The Relationship Manager will be responsible for managing and servicing a portfolio of investment clients, as well as identifying new business opportunities to grow the client base.

• To develop and execute strategies for attracting new investors and securing investment commitments.
• Identify, engage, and maintain relationships with high-net-worth individuals, institutional investors, and family offices.
• ​Identify new business opportunities to grow the client base
• Work closely with other teams to develop investment solutions tailored to the clients' needs, and keep up-to-date with market trends and industry news.

Requirements:

• Possess a pool of accredited investors.
• Successful sales track record as this is a hunter role
• Experience in investment management, financial planning, portfolio management or related fields
• Proven record of effectively guiding clients through investment processes while managing expectations will be preferred.
• Strong knowledge of the financial market trends, investment products and strategies.
• Bachelor's Degree in Finance, Economics or related field

Other information:

• Location: Tai Seng
• Mon to Fri: 9.30am to 6.30pm
• Salary + Commission + Performance Bonus

For interested applicants, please click "QUICK APPLY" or send your resume to: [email protected]

We regret to inform that only shortlisted candidates would be notified.

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

Tan Yueh Hua, Karen | EA Reg No: R1658726

JTE Recruit Pte Ltd | EA Lic No: 14C7215

Our Client:

• Investment Management Industry.
• Mon to Fri, 9.30am to 6.30pm
• Tai Seng
• UP $7000 Basic + Commission + Performance Bonus

Our Client, is a family office for a local ship bunker in Singapore. They are the investment arm that specialises in working with High Net Worth individuals and institutions for Private Equity Real Estate & Alternative Investments.

Responsibilities:
The Relationship Manager will be responsible for managing and servicing a portfolio of investment clients, as well as identifying new business opportunities to grow the client base.

• To develop and execute strategies for attracting new investors and securing investment commitments.
• Identify, engage, and maintain relationships with high-net-worth individuals, institutional investors, and family offices.
• Identify new business opportunities to grow the client base
• Work closely with other teams to develop investment solutions tailored to the clients' needs, and keep up-to-date with market trends and industry news.

Requirements:

• Possess a pool of accredited investors.
• Successful sales track record as this is a hunter role
• Experience in investment management, financial planning, portfolio management or related fields
• Proven record of effectively guiding clients through investment processes while managing expectations will be preferred.
• Strong knowledge of the financial market trends, investment products and strategies.
• Bachelor's Degree in Finance, Economics or related field

Other information:

• Location: Tai Seng
• Mon to Fri: 9.30am to 6.30pm
• Salary + Commission + Performance Bonus

For interested applicants, please click "QUICK APPLY" or send your resume to: [email protected]

We regret to inform that only shortlisted candidates would be notified.

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

Tan Yueh Hua, Karen | EA Reg No: R1658726

JTE Recruit Pte Ltd | EA Lic No: 14C7215

Our client, a leading foreign bank, is seeking an experienced relationship manager to join their Retail banking department.

Main Tasks and Duties:

• Provide exceptional customer service for retail banking products.
• Handle personal loan applications efficiently.
• Conduct marketing campaigns for bank cards and other personal products in batches.
• Cultivate and manage relationships with VIP customers.
• Offer financial advice and promote financial products to retail customers.
• Keep clients informed about their portfolios and new product offerings.
• Generate reports on product performance and business trends.
• Undertake any ad-hoc duties as directed by the Head of Department.

Job Requirements:

1. Bachelor’s degree in Banking and Finance or related field preferred.
2. Minimum 2 years of relevant experience, preferably in banking.
3. Strong customer service and interpersonal skills.
4. Ability to handle personal loan applications and provide financial advice.
5. Experience in marketing bank cards and other retail banking products.
6. Proven ability to maintain and manage relationships with customers.
7. Capable of multitasking and working well under pressure.
8. Excellent communication skills and attention to detail.
9. Proficiency in English and fluency in Mandarin to communicate effectively with Chinese-speaking clients.

We regret that only shortlisted candidates will be notified.

Greenlane is a recruiting firm based in Singapore, specializing in banking, trading, tech, and other industries.

EA Licence No.: 20C0261 | Registration No.: R23118854

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

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)