About the Role:

We are hiring on behalf of our esteemed banking client for an Assistant Relationship Manager position in Corporate Banking. This role offers an exciting opportunity to contribute to the success of a dynamic team by managing key client portfolios and supporting relationship management operations.

Responsibilities:

• Manage administrative tasks and respond to client inquiries.

• Maintain and monitor client portfolios.

• Assist the department head with internal reporting and data consolidation.

• Support Relationship Managers in credit and marketing activities, including:

• Account opening and KYC reviews.

• Preparing financial spreadsheets and inputting limits/transactions into systems.

• Monitoring credit conditions, loan drawdown/rollovers, and post-loan operations.

• Ensuring day-to-day operational efficiency.

Requirements:

• Bachelor’s degree in Business, Accounting, Banking and Finance, Economics, or a related discipline.

• Minimum of 2 years of experience in KYC/onboarding for corporate clients.

• Strong verbal communication and interpersonal skills for effective stakeholder management.

About Us:

GreenLane is a Singapore-based recruiting firm specializing in banking, trading, tech, and other industries. We take pride in connecting exceptional talent with leading organizations.

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

By submitting your application, you consent to GreenLane collecting, using, and disclosing your personal data for recruitment purposes in line with our Privacy Policy.

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

THE COMPANY

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

JOB RESPONSIBILITIES

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

JOB REQUIREMENTS

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

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

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

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

EA Licence 18C9105

EA Reg R1105305

Responsibilities

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

Requirements:

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

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

Email resume to [email protected]

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

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

Posting Personnel: Ng Jwee Ken

Ref: L739Y773

Responsibilities

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

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

Requirements

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

Our client, a leading retail bank is looking for highly driven sales personnel to join their expanding team.

Key Responsibilities:

• Primarily serve individual retail customer and advise them on various personal banking and financial products and services.
• Seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
• Possess sound financial knowledge and provide holistic financial planning advice to customers.
• Good understanding of banking regulations and to adhere to rules and guidelines when conducting business.
• Always conduct yourself professionally and deliver service standard as prescribed by the Bank service values.
• Achieve a balanced scorecard set by the company.

The ideal candidate will possess the following:

• Diploma/ degree in any discipline
• Willingness to work on a flexible schedule that includes weekends
• Passion for banking and wealth management
• Excellent communication and listening skills
• Confidence and Presentation skills
• Ability to explain complex information clearly and simply

If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to [email protected]. Only shortlisted candidates will be notified.

Data provided is for recruitment purposes only Business Registration Number: 200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269

[Job ID: 401667]

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: Chay Yoke Ting Vanessa (Xie Ruoting)
EA Personnel Registration Number: R23115805
EA License No.: 07C5771

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

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

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

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

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

1. JOB DESCRIPTION

Job Title : Relationship Officer

Occupation : Relationship Officer

Job Description & Requirements

Able to commence work immediately or on short notice

Job Description:

- Assist and support assigned Sales consultants with admin support

- Monitor and oversee administrative work

- Preparation of invoices

- Liaise with external clients and funders

- Ad-hoc duties as assigned

Job Requirements:

- Good interpersonal & communication skills

- Familiar with Microsoft Word & Excel and apps

Job Type: Full-time

Pay: $2,300 to $2,500 per month

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

Key Responsibilities:

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

Qualifications:

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

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

Business Loan Relationship Manager

Salary : $3500 - $4,000 + Commission
Working days : Monday - Friday 930am - 630pm
Work Location: Chinatown

Job Responsibilities:

• Develop and maintain long-lasting relationships with clients, providing tailored loan solutions for both personal and corporate needs.
• Identify and cultivate new business opportunities, expanding our client base and generating revenue.
• Evaluate loan applications, assessing creditworthiness and risk, in compliance with company policies and industry regulations.
• Collaborate with the credit and underwriting teams to ensure accurate and timely loan approvals.
• Maintain a thorough understanding of the company's loan products and services, ensuring you can effectively address clients' needs.
• Attend networking events and industry conferences, representing the company and fostering new connections.
• Continuously stay informed of market trends and changes within the financial sector, adapting strategies and services accordingly.

Job Requirements

• With a minimum of 5 years of experience in loans sales or relationship management.
• Proven track record in loans sales, with a strong understanding of both personal and corporate loans.
• Experience in evaluating loan applications and assessing credit risk.
• Familiarity with industry regulations and compliance standards.

WhatsApp: +65 9642 0989 (Han)

Email: [email protected]

Chaw Chiaw Han, Reg No：R22106723

The Supreme HR Advisory Pte Ltd, EA No：14c7279

About the job

about the job

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

skills and experience required

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

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

Job Description:

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

Skills and Experience Required:

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

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

Job Order : 610130

Responsibilities:

• Conduct professional, consultative financial analysis and profiling sessions to meet customers’ financial needs and objectives.
• Build and deepen client relationships by offering regular market updates and trend analysis on both local and international financial products.
• Promote and offer a diverse range of sophisticated banking products to existing and potential clients, including Structured Notes, FX Trades with leverage, Corporate and Sovereign Bonds.
• Provide expert financial analysis and deliver tailored wealth management solutions, including bancassurance, loans, and investment products.
• Actively engage in branch activities, contributing to the success and growth of the bank.

Requirements:

• Recognized local university degree.
• Results-oriented, dynamic, and self-driven personality.
• Excellent communication and interpersonal skills to build strong client relationships.

Join us and be part of a team that delivers elite financial solutions to high-net-worth individuals! Shape the future of wealth management with cutting-edge products and market expertise.

Note: We regret that only shortlisted candidates will be notified. Rest assured, all applications will be added 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: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771

Provide support to RMs on day to day operational and administrative support includes:

• KYC review, account opening, documentation, credit conditions monitoring, loan drawdown/rollover, loan and credit- related matters etc.
• Assist in daily interactions with clients on various matters
• To ensure contactability by clients during office hours even when RMs are out of office
• To assist Corporate Banking Dept and RMs in other credit-related tasks like preparation of statistics and reports and keep records of customer information updated.

Requirements:

• Degree Holder with 1-2 years of corporate banking related experience
• Experience in corporate loan and credit administration and KYC process
• Diligent, responsible, take work seriously and can take self-initiatives to support RMs and communicates well to handle corporate client-related supportive and administrative matters

Interested candidates please email resume in MS Word format to [email protected]

Please state your last drawn and expected package, relevant skill sets and the position you are applying for.

Resumes collected will be kept in strict confidence and used for recruitment purposes only.

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

Roles and Responsibilities

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

Skill and Requirements

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

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

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

About the Role

Greenlane is hiring on behalf of our esteemed banking client for a Relationship Manager role within the Commodity Structured Trade Finance Department. This exciting opportunity is ideal for professionals passionate about corporate banking, trade finance, and fostering client relationships.

Responsibilities

• Effectively manage and grow the bank’s existing corporate client portfolio.

• Acquire and evaluate new clients, structure credit facilities, perform credit assessments, cash flow projections, and loan documentation.

• Conduct thorough KYC checks, ensuring strict adherence to compliance procedures and reporting requirements within the bank’s framework.

• Assess credit risks by conducting detailed financial analysis and preparing credit reports.

• Address client queries and resolve issues promptly and efficiently.

• Collaborate with internal teams, both locally and across overseas branches, to support business objectives.

• Undertake additional tasks or projects as assigned by the Head of Department or management.

Requirements

• Bachelor’s degree or higher, preferably in Business, Accounting, Banking, Finance, Economics, or related disciplines.

• Minimum of 3 years in managing corporate banking relationships.

• Prior experience in syndication, trade finance, or the commodities sector is highly desirable.

• Strong credit writing and analytical abilities.

• Excellent verbal communication and interpersonal skills to work effectively with stakeholders across departments.

• Proactive, energetic, results-driven, with strong business acumen.

• Acquire and leading project financing cases. Initiate syndication loan, term loan and trade finance business and market the bank’s products to corporations in Singapore and the region.
• Have strong financial analysis skills, evaluate and process credit applications for timely approval, prepare loan/security documents, and promote customer active utilization of the facilities.
• Have better understanding of different corporate industries, initiate and participate in industry surveys and deliver industry investigation reports for Head Office.
• Have the ability to summarize corporate signature cases and prepare PPT and articles to promote among Head Office and domestic branches, have strong presentation skills.
• Explore and expand new corporate customer relationships
• Manage existing portfolio.
• Maintain customer relationships and organize customer events with the team.
• Communicate with Head Office and local active banks and other different stakeholders within banking industry, proactively to make sure deal run smoothly.
• Good understanding and knowledge of relevant compliance and risk regulations

Requirements:

• Recognised University Degree with min. 5-7 years’ experience in corporate banking, covering major corporate client relationships.
• Have strong financial analysis skills, project financing experience preferred.
• Positive working attitude, respond to the task assigned timely and responsibly and a good team player

Interested candidates please email resume in MS Word format to [email protected]

Please state your last drawn and expected package, relevant skill sets and the position you are applying for.

Resumes collected will be kept in strict confidence and used for recruitment purposes only.

Job Summary:

We are seeking experienced and results-driven Relationship Manager to join our team in the bank.

The successful candidate will be responsible for managing and growing a portfolio of high-value clients, providing exceptional customer service, and identifying new business opportunities. If you have a passion for building strong relationships and driving business growth, we encourage you to apply.

Market Segment :

This role is focusing in the HNW clients both in Singapore as well as international markets.

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

Your new company
A Fortune 500 worldwide banking leader, be amongst the influential alumni who shape the banking industry globally. Your new company is one of the largest financial services conglomerates, a global institution with a significant presence in numerous countries and territories.

Your new role
• Build relationships with onshore and offshore high net-worth banking clients.
• Be properly rewarded for your results, not anything else.
• Provide sales advisory to banking clients on market trends, identify and communicate relevant investment opportunities.
• Construct portfolios based on market data, market movements and trends. Achieve targeted returns for banking clients.
• Opportunity to learn and understand financial market movements. You will be trained to have in-depth knowledge of the S&P500, ACWI, equities, bonds, and funds.
• Understand the region's banking compliance requirements and adhere to the bank's compliance standards. What is it for? How is it relevant to the banking world at large?

What you'll need to succeed
• Well-spoken, positive attitude.
• Experienced with sales or client-facing roles is a plus.
• Interest or knowledge in financial markets would be beneficial.
• Bilingualism would be advantageous.

What you will get in return
• A career opportunity with a world-renowned banking conglomerate.
• Attractive salary package of $3,500 - $4,500 basic salary.
• Annual bonuses, and industry-leading commissions.
• Opportunity to learn and work with renowned industry leaders.

What you need to do now
If you're interested in this role, click 'apply now'. Due to the number of applicants, we regret that only shortlisted candidates will be notified.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

EA Personnel Registration No: R2094213 | EA License No: 07C3924 | Company Registration No: 200609504D

Job Description

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

Requirements

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

JOB PURPOSE:

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

PRINCIPAL ACCOUNTABILITIES:

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

KEY COMPETENCIES:

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

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

About Us

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

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

Your Role

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

Key Responsibilities

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

What You Bring

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

What We Offer

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

Why Join Us?

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

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

Responsibilities
• Acquiring new corporate clients for secured lending (Property)
• Manage and service existing accounts
• Promote company’s range of financial products and offer guidance on loans
• Generate & achieve KPI targets assigned
• Build a strong network of business contracts to generate referrals
• Prepare credit proposals involving financial analysis

Requirements

The ideal candidate will be a listener and a problem solver. You will be responsible for gaining a deep understanding of the clients' business objectives, challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data to increase the overall loan book

• Diploma or Degree in Business Management, Finance, Sales or related fields
• Minimum 0-2 years working experience with sales and sales support role
• Highly self-motivated, pro-active and result oriented
• Good interpersonal and communication skills
• Able to work independently while also contributing effectively to a team
• Strong understanding of customer needs and market trends
• Relevant work experience (unsecured lending (property) & experience in term loans and mortgage loans

Working hours: Mon to Fri, 08:30am to 05:30pm

Eligible for June bonus (1 to 2 months) + Dec bonus (1 month)

Email: [email protected]

EA License No: 93C4403

EA Regn No: : R1879742

Job Responsibilities

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

Job Responsibilities:

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

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

Job ID: 10068343

Wealth Relationship Manager

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

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

Unique Selling Points (USPs) of Company:

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

Job Requirement:

• Diploma in any field
• Training provided

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