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

Job Description

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

Skills and experience required

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

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

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

Our Client:

• 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 well-established international bank with a strong presence in Asia, is recruiting an Offshore Relationship Manager 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

Purpose of Role

The Portfolio Relationship Manager is responsible for engaging with existing and prospective tenants to promote the portfolio’s workspace, community and experience of the future. This role is responsible for the tenant prospecting journey, and along with the leasing managers, will facilitate the initial engagement of office and retail tenants. This role is also responsible for establishing strategic relationships with corporates and working with internal departments to deliver corporate and community engagement programs.

Responsibilities

1. Enhancing value of the portfolio and RQAM business

• Establish strategic corporate tenant relationships.
• Develop and evolve the tenant prospect journey
• Support the vision of creating the workspace, community and experience of the future.
• The ByTheBay digital platform and its functionality facilitates the workspace community and experience of the future. Communication of this functionality to the community and corporates is critical to the success of the role.

2. Workspace Solutions

• Engagement of portfolio tenants with the ByTheBay platform and it’s various categories particularly BayGreen, BayGive, BayFit and BayPlay. Build relationship with Marina Bay stakeholders to promote Marina Bay events on the ByTheBay platform.
• Working with the Customer Experience Manager to promote the portfolio, Bayspace and ByTheBay platform to new portfolio prospects. Data transparency and for tenants will further enhance their understanding of staff engagement and their utilisation of space.

3. People Development

• Collaborative team player with the ability to work effectively across departments
• Develop and leverage internal cross department relationships to deliver community and corporate engagement programs

Requirements

• At least 5 years of experience in business development, partnership management, or related roles.
• Degree in Business Administration, Marketing, Real Estate, or a related field
• Experience in the real estate industry or a related sector is strongly preferred
• Strong negotiation and contract management skills
• Self-motivated, have good communication skills, meticulous, organized and able to work independently
• Excellent relationship building and interpersonal skills.
• Ability to develop and execute partnership strategies that drive business growth.

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

about the job

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

skills and experience required

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

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

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

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

Roles and Responsibilities

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

Skill and Requirements

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

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

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

Responsibilities

• Business Development – Prospect for and maintain equipment vendors that can offer leasing opportunities to the Company
• Account Management – Liaising and maintaining a good relationship with Vendors’ Sales and Admin throughout the sales process
• Prepare credit proposals including credit evaluation and vendor promotion
• Work closely with various internal departments to ensure a smooth process in delivery the necessary deliverables to vendors
• Achieve individual and team sales target established

Requirements

• Minimum Diploma holder preferably from the business / finance / accounts discipline
• Preferably with at least 2 years sales experience in a lending environment
• Experience in IT Hardware or Software sales will be an added advantage
• Highly sales driven and self-motivated to constantly over-achieve the targets set
• Ability to interpret and analyse financial statements an added advantage
• Meticulous and takes initiative in problem resolution
• Possess a pleasant disposition and is a team player
• Ability to work with people across different departments in the Company and is a strong believer in customer service for both internal and external stakeholders
• Only Singaporeans

The Manager for Market Development & Relationship Management plays a critical role in driving year-on-year revenue growth and fostering long-term relationships with corporate clients and unions who have committed to an S&R account. Working closely with Corporate Sales teams, this individual will be responsible for maximizing account value through upselling and cross-selling initiatives amongst existing clients and providing exceptional support to ensure client satisfaction and retention.

1. Create client relationship building platforms & events:

· Develop, propose and execute strategies to foster strong relationships with B2B clients through tailored events, networking opportunities, and relationship-building platforms.

2. Manage and service key existing S&R accounts:

· Building and maintaining a strong, long-lasting customer relationship with the S&R accounts’ management and their HR representatives.

· Overseeing the S&R account management, serving as the lead point of contact for all account management matters.

· Ensure the timely and successful delivery of the respective S&R account employees’ benefits and engagement programs against committed timelines.

3. Upselling existing customer accounts:

· Responsible for upselling and cross-selling opportunities within existing B2B accounts to increase account value and revenue against targets

· Collaborate with Corporate Sales and B2B marketing teams to develop customized solutions and proposals that address client needs and objectives.

· Implement strategies to expand the scope of services offered to key accounts and maximize revenue potential.

4. Study client feedback & recommendations:

· Gather and analyze client feedback, suggestions, and recommendations to identify areas for improvement and enhancement.

· Communicate client feedback to relevant teams for product development, service enhancements, and process improvements.

· Implement initiatives to address client concerns and enhance overall satisfaction and loyalty.

5. Performance KPIs tracking:

· Establish and track key performance indicators (KPIs) related to customer growth, account management, and loyalty initiatives.

· Monitor KPIs such as retention rates, upsell/cross-sell revenue, and customer satisfaction scores.

· Generate regular reports and updates on performance metrics, providing insights and recommendations for improvement.

Requirements:

• Bachelor's degree in Business Administration, Marketing, CRM or related field
• Proven experience in B2B account management, customer relationship management, or sales leadership roles within the events or related industry.
• Strong interpersonal skills and ability to build rapport and trust with B2B clients and stakeholders.
• Excellent communication and negotiation skills, with the ability to articulate value propositions and influence decision-making.
• Strategic mindset with a focus on driving revenue growth and fostering long-term client relationships.
• Proficiency in data analysis and performance tracking, with the ability to derive insights and make data-driven decisions.
• Experience in developing and implementing customer loyalty programs and retention strategies.
• Ability to prioritize and manage multiple projects simultaneously in a fast-paced environment

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

Job Responsibilities:

- Create job posting on different social media platforms

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

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

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

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

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

Job Requirements:

- Excellent interpersonal and communication skills

- Achieving and maintaining targets

- Strong sense of responsibility

- Able to work in a fast-paced environment

- Candidates with prior experiences in manpower outsourcing will be advantageous

[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

Due to AGS' partnership with a global leading consumer goods client, we have a fabulous role for a recruiter to make their mark!

The key focus for the Recruitment Relationship Manager (Recruitment Partner) is to lead the successful fulfillment of open vacancies with relevant hiring managers and to be the first point of contact for their hiring needs. You will work collaboratively with and provide direction to the Recruitment Sourcing Specialists and Recruitment Coordinator.

In this role, you will assist in driving best practices across the recruitment lifecycle and strive to be an ambassador for the Allegis Global Solutions brand at every interaction.

Your duties may include, but are not limited to:

• Undertaking recruitment activities with a focus on direct sourcing.
• Understanding the recruitment delivery process and carrying out activities accordingly to ensure that account KPIs are met.
• Communicating recruitment trends, market intelligence, and acting as a Talent Advisor to hiring managers.
• Identifying and escalating risk or compliance issues.
• Managing requisitions through accurate documentation of all recruitment-related data and information as per current recruitment legislation and agreed client process at all times.
• Providing recruitment guidance and advice to the Recruitment Sourcing Specialist and Recruitment Coordinator located in the Recruitment Delivery Center.
• Monitoring and analyzing recruitment activity of designated business areas for accurate volume forecasting. 
• Coaching candidates on how to prepare for selection stages.
• Providing professional advice and open and honest feedback to candidates in a timely manner and in accordance with recruitment best practices.
• Utilizing specialist market knowledge to assist with the development and ongoing management of pre-qualified talent pools in collaboration with the Recruitment Sourcing Specialist.

Job Order: 401769

Onshore Relationship Manager (High Net Worth Segment)
Location: Singapore
Salary: Competitive base + performance-based commission

Job Description
We are recruiting on behalf of a prestigious Tier 1 International Bank that specializes in delivering exceptional wealth management services to High Net Worth (HNW) clients.

As a Wealth Manager, you will:

• Build and manage a portfolio of HNW clients within the Priority Banking segment.
• Offer bespoke financial solutions, including investment and insurance products tailored to clients' needs.
• Leverage the bank's world-class client platform and comprehensive product suite to support your clients' financial growth.
• Achieve performance goals while maintaining high levels of client satisfaction.

Key Requirements:
We are looking for driven professionals with a proven track record in financial services:

1. Relationship Managers in Priority/Premier Banking
   
2. Top-performing Personal Bankers
   
3. Successful Financial Advisers
   

What’s in it for you?

• Competitive Base Salary: Plus a lucrative commission structure.
• Prestige: Work with a global banking leader renowned for its HNW client services.
• Growth Opportunities: Expand your expertise and network within the HNW space.

Application Process:
Apply now and take the next step toward an enriching career in wealth management.

• 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

For more information, please refer to the Privacy Policy of Good Job Creations:
https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Tan Gabriel
EA Personnel Reg. No.: R22104076
EA License No.: 07C5771

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

We are seeking individuals with a dynamic personality to be a part of a MNC. Selected candidates will be trained to build and nurture strong relationship with customers.

Benefits:

Attractive remuneration compensation
Fast-track career progression
Transportation allowance
Travel opportunity

Job Requirements:
Creative problem solving & top notch organizational skills with attention to detail
Prioritize tasks according to urgency and meet tight deadlines with quality work, excellent time keeping
In depth understanding of requirements involved in the lifestyle management of affluent, high-net worth individuals
Experienced in dealing with confidential information using discretion and sensitivity Excellent interpersonal skills - Outstanding telephone manner
Independent, Confident with working under pressure
Knowledge of the Customer Service
Mature and Polished appearance
Good team player and Reliable
Fast learner and Self-starter

Qualification:
A recognized Degree/ Diploma in any field
Fresher’s are welcome to apply!!!

EA Name: Louise Chia Chau Lu
Registration No. R1769464
EA License No. 22C1201

WhatsApp: +65 90820021 (Kyler)

Email: [email protected]

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.

The Supreme HR Advisory Pte. Ltd | 14C7279

Gan Kai Le | R23112683

This will be a 1-year contract under direct bank payroll.

Job Description:

• To work closely with Team Head and Senior Relationship Managers in developing and maintaining business relationship with existing and potential corporate clients
• Actively participate in the marketing and selling of corporate banking services and products offered by the bank
• To work with product and risk partners in formulating and executing a coherent account strategy for each client to maximize the total revenues from the portfolio
• Assist Relationship Managers in customer enquiries and/or transaction related to account balances, deposit renewals, loan rollovers, foreign exchange, etc.
• Ensure, through diligent account planning and account management, that all clients have a demonstrated path for generating acceptable risk/return revenues through cross-selling of other products (deposits, FX, DCM etc)
• To comply with all company policies and regulatory requirements in carrying out the above objectives

Syndications

• Knowledge of syndication / club deals and wide network with local syndication banks would be a plus
• To provide support to originate & execute Structured Finance transactions which includes but not limited to mergers & acquisitions financing, project financing, syndications for South East Asia
• To provide support to develop strategies around Structured Finance transactions to meet asset and revenue budget.
• To provide support to build network and arrange potential syndicated club deals in the primary and secondary markets

Structured & Commodity Trade Finance (SCTF)

• To be actively involved in supporting Relationship Managers in all aspects of our Structured & Commodity Trade Finance business
• Support the Relationship Managers for credit risk related matters (including the preparation and submission of credit application papers and loan reviews)

Credit and Risk Management

• Provide support to Relationship Managers in assessing all aspects of risks when establishing banking relationships with new clients
• Ensure compliance with the Group’s Policy & Local Underwriting Standards and in country regulatory requirements and laws pertaining to AML, KYC, etc
• To take overall responsibility and accountability for the credit quality of the assigned/acquired portfolio, ensuring timely submission of annual reviews and quick turnaround of new cases
• To flag up early warning signals to the Risk Management function and restructure the limits to protect the Bank’s exposure, if required
• No overdue reviews or adverse remarks from internal/external audit

AML/CTF Responsibilities

• Comply with anti-money laundering / counter terrorist financing requirement and sanction risks controls in accordance with regulatory standards and CNCBI policies.

Job Requirements:

• Bachelor Degree in Economics, Finance, Accounting or related field
• Sound wholesale banking and product knowledge with credit analysis training will be an advantage
• Knowledge in Syndications and Structured & Commodity Trade Finance would be a plus
• Good knowledge of other product offerings especially cash management and foreign exchange
• Good understanding of legal terms and documentation procedures with relation to Syndications and Structured & Commodity Trade Finance would be advantageous
• Previous experience in a sizable bank or financial institution involving wholesale banking focusing on structured commodity trade finance would be advantageous
• Fresh Graduates with related internship experience are welcome to apply

Trust Relationship Manager will be responsible for a portfolio of trusts and/or companies structures.

• Responsible for daily administration of trust and/or companies, including preparing letter of requests, preparing trust review packs for clients meeting, reviewing of letter of wishes, account opening, insurance transfer/purchases, property transfer/purchases etc, revocation, termination.
• Responsible for drafting of appropriate trustee and company minutes and resolutions for structures under care
• Review the accuracy of data recording in the trust system, input by Trust administrator.
• Review periodic reviews deck, investment review and transaction reports prepared for structures under care
• Interact and liaise with private bankers, intermediaries and clients on trust and/or company matters
• Conduct trust review with settlors
• Attend client meetings independently for structures under care or with Senior Trust Manager for complex structures
• Attend to clients’ matters promptly and provide solutions to clients’ queries
• Participation in ad-hoc projects
• Act in accordance with core values (Lasting Value, Integrity, Forward-looking, Respect, Responsibility) of the organisation, and demonstrate the highest standards of business and personal conduct.

Requirements

• Min 4 - 8 years of trust administration experience
• STEP Diploma or a WMI Certificate in Trust Services preferred
• Familiar with local governing trust laws and regulations; and standard AML policies and requirements by Financial Institutions.
• Strong communication and interpersonal skills
• Able to work with little supervision, and has initiative to complete work independently
• Manage clients’ expectations and suggest / provide solutions
• Good time management and organizational skills.
• Eye for details and able to manage multiple priorities.
• Team player

- 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: R1549023)

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 Resource Centre Pte Ltd (EA License Number: 04C3201)

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

T: 6337 3183 | F: 6337 0329 | W: www.successhrc.com.sg

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.

Responsibilities:

• Managing clients in admin tasks and enquiries
• Maintaining client portfolio
• Assisting the department head in internal reporting and data consolidation
• Supporting the Relationship Managers in credit and marketing activities such as account opening, KYC review, prepare financial spreadsheet, input limits and transactions in GCMS, credit conditions monitoring, loan drawdown/ rollover, post loan monitoring and day to day operation

Requirements:

• Bachelor's degree in Business, Accounting, Banking and Finance, Economics or related discipline
• At least 2 years of KYC/onboarding experience for corporate clients
• Excellent verbal communication and good interpersonal skills to handle stakeholders

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.
EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)
By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

Career Opportunity: Relationship Manager Team Lead (Investment)

Company: Summit Planners Crusaders Pte Ltd

Location: Singapore

Employment Type: Full-Time

Are you a results-driven leader with a passion for guiding teams and delivering exceptional investment solutions? Summit Planners Crusaders Pte Ltd, a premier one-stop integrated financial services provider, is seeking a Relationship Manager Team Lead (Investment) to join our dynamic team. Take the next step in your career with a role that recognizes your leadership, rewards your success, and provides opportunities for growth.

Why Join Us?

At Summit Planners Crusaders, your contributions are celebrated.

Here's what we offer:

✅ Yearly incentive trips to prestigious destinations.

✅ Generous bonuses to reward your performance and leadership.

✅ Recognition and advancement opportunities for your dedication and achievements.

✅ A supportive environment focused on professional growth and collaboration.

Your Responsibilities

As a Relationship Manager Team Lead (Investment), you’ll:

• Lead and mentor a team of Relationship Managers, fostering a high-performance culture.
• Develop and implement effective sales strategies to drive team success and exceed revenue goals.
• Build and maintain strong client relationships by providing expert investment advice tailored to individual needs.
• Stay up to date on market trends, financial products, and regulatory changes to offer informed guidance.
• Collaborate with internal teams to ensure exceptional service delivery and client satisfaction.

What We’re Looking For

We’re seeking a dynamic professional who possesses:

• At least 2 years of leadership experience with a proven ability to manage and inspire teams.
• Strong sales and business development skills with a track record of meeting and exceeding targets.
• Exceptional interpersonal and communication skills to engage clients and motivate team members.
• Educational Qualification: Polytechnic Diploma or higher.
• CMFAS certification (e.g., M1, M5, M6, or others) is highly recommended and will give you a competitive edge.

What You’ll Gain

• Access to a diverse range of innovative financial products and solutions.
• Professional training and leadership development programs.
• Recognition of your achievements through promotions, awards, and financial incentives.
• Exciting opportunities to travel with yearly incentive trips to world-class destinations.

Elevate Your Career in Leadership!

If you’re ready to lead, inspire, and excel in a role that values your skills and contributions, we want to hear from you!

Job Responsibilities:

Our Reserve Card Relationship Managers (RMs) play a critical role in driving UOB’s credit card business in the premium segment. Our RMs are skilled in managing the lifestyle and banking needs of our Reserve Card clients. They build deep, meaningful relationships and consistently exceed expectations of their clients.

- Deliver best-in-class account management to clients, by anticipating requests and resolving issues in an effective and timely manner
- Assist with the banking and lifestyle requests of clients; examples include redemption of frequent flyer miles, securing restaurant reservations and making golf bookings
- Achieve acquisition targets by bringing in new clients through internal leads and external sources
- Attend related dining/fashion events to build rapport with existing portfolio of clients, and to expand network of potential leads
- Contribute to overall team results by accomplishing individual sales targets

Job Requirements:

- Minimum of 2 years’ experience in retail banking sales
- Able to communicate with confidence
- Able to work well under tight timelines and pressure
- Basic interest in fine wines & dining, luxury goods, fashion trends, super cars and travel destinations
- Basic understanding of payments and credit card rewards
- Able to present, promote and sell our card products and related services
- Strong prospecting and negotiation skills to meet sales goals (This is a role with sales target)

Role:

The candidate will spearhead sales strategies and lead the regional teams to drive revenue growth in the Rest of Asia (ROA) region. The candidate will lead marketing intelligence analytics, expand and penetrate emerging and new markets by developing strategies to extend sales and support profitable aftermarket sales growth. The candidate is responsible for customer engagement, key performance indicators (KPIs) and targeted market segment and to promote the Company’s brand awareness. The candidate will direct customer-centric strategies initiatives to advance leading position in the region.

Responsibilities:

· Engage external senior business partners and ensure product and service level delivery, ongoing business retention and new account acquisitions.

· Maintain rapport with counterparts in other regions and alignment on CRM tools and processes as well as Global Key Account Management expectations.

· Business partner to Product Innovation Centre (PIC), Product Lifecycle Management and R&D Management.

· Build rapport with stakeholders of key accounts by maintaining a long-term customer relationship, “Win” with customers and maximizing “lifetime values” of key accounts.

· Direct implementation and execute the key target account development with SMT Solution's comprehensive product portfolio.

· Ensure successful execution of Service Excellence on after-sales service standards and delivery systems.

· Understand customer and market demands and drive efforts to achieve Customer Satisfaction Index.

· Actively identify opportunities aligning to the business activities.

· Execute development of local SMT Solutions Capabilities and Expert Knowledge competencies in ROA.

Qualifications:

· Bachelor’s degree preferably in engineering /business-related discipline and proven track record /experience in managing successful businesses.

· Minimum 15 years of multi-faceted management experience, successfully managing and leading a medium to large sized team, preferably in the capital equipment, aftermarket services or consumables businesses.

· Expert working knowledge of electronics manufacturing industry in the field of SMT and Advanced Packaging manufacturing processes.

· Excel in managing and implementing changes and strive well under pressurised situations.

· Demonstrate maturity, confidence, self-awareness, integrity to initiate and influence change to win business.

· Strong leadership capabilities.

Job Responsibilities:

- Create job posting on different social media platforms

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

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

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

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

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

Job Requirements:

- Excellent interpersonal and communication skills

- Achieving and maintaining targets

- Strong sense of responsibility

- Able to work in a fast-paced environment

- Candidates with prior experiences in manpower outsourcing will be advantageous