Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking clients.

Responsbilities:

• Provide administrative and client service support to Relationship Managers servicing Private Banking clients.
• Respond to all client enquiries and instructions and provide resolution to most issues and requests.
• Monitor transactions and activities in client accounts
• Maintain client data and reports, such as: contact lists, account numbers, facilities details, status of credit reviews/renewals, etc
• Handle administrative duties including scheduling of appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials.
• Coordinate with Product Groups, Operations and other functional areas as necessary
• Ensure adherence to internal and external regulations and policies at all times

Requirements:

• Minimum 3-10 years of relevant experience in client servicing, operations or sales support within financial institutions
• Bachelor degree or diploma from reputable institutions
• Strong understanding of financial products and services
• Excellent interpersonal, communication and client interfacing skills
• Meticulous, strong attention to details
• Possess future oriented mindset, strive to innovate and adapt to changes
• Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
• Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient
• Preferably CACS certified

[Job ID: 401769]

Responsibilities:

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

Requirements:

• Prior experience as a Relationship Manager within Priority/Privilege/Premier Banking.
• Personal Bankers with a proven sales track record or Financial Advisors qualified for MDRT are encouraged to apply.
• Demonstrated sales expertise and ability to work with high-net-worth (HNW) clients.
• Knowledge of wealth management products like FX, bonds, and structured notes.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Sandy Ng

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

RESPONSIBILITIES
The purpose of the role is to

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

Implementation and oversight of the below individual responsibilities:

• To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
• To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
• In consultation with the PB team manager/ branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals
• To participate in marketing and promotional activities for customer acquisition.
• To source and call on individual prospects
• To provide quality, efficient after-sales services
• To manage anti-attrition and retention of clients
• To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
• To solicit referrals from other parts of SCB eg. RMs from C&I, staff, etc.

Regulatory & Business Conduct

• Display exemplary conduct and live by the Group’s Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Lead to achieve the outcomes set out in the Bank’s Conduct Principles
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Our Ideal Candidates

• Understands the core concepts, principles, processes or procedures of Wealth Management and Banking
• Experience in Managing Philippines Market
• Excellent Communication Skills in Tagalog to manage Philippines clients
• 5 years of experience as Relationship Manager

Role Specific Technical Competencies

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

About Standard Chartered

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

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

Together we:

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

What we offer

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

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

Recruitment Assessments

Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Visit our careers website www.sc.com/careers

About the job

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

Skills and experience required

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

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

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

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

Job Description

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

Skills and experience required

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

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

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

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

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

Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking clients.

Responsbilities:

• Provide administrative and client service support to Relationship Managers servicing Private Banking clients.
• Respond to all client enquiries and instructions and provide resolution to most issues and requests.
• Monitor transactions and activities in client accounts
• Maintain client data and reports, such as: contact lists, account numbers, facilities details, status of credit reviews/renewals, etc
• Handle administrative duties including scheduling of appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials.
• Coordinate with Product Groups, Operations and other functional areas as necessary
• Ensure adherence to internal and external regulations and policies at all times

Requirements:

• Preferably 2-5 years of relevant experience in client servicing, operations or sales support within financial institutions
• Bachelor degree or diploma from reputable institutions
• Strong understanding of financial products and services
• Excellent interpersonal, communication and client interfacing skills
• Meticulous, strong attention to details
• Possess future oriented mindset, strive to innovate and adapt to changes
• Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
• Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient
• Preferably CACS certified

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

Responsibilities:

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

Qualifications & Requirements:

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

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

Job Responsibilities:

• Provide clients with market colour and trade ideas
• Develop and maintain relationships with clients, understanding their trading needs and providing guidance on our wide range of product offerings.
• Structured product ideation based off client feedback and interactions
• Price and execute simple to complex structured product across multiple desks
• Deal with day-to-day administrative issues in support of trading activities and liaison with trading operations
• Work with internal technology and analytics groups for enhancements in systems, analytics and coordinate trading activity
• Manage risk by ensuring compliance with regulatory requirements and internal risk management protocols.
• Continuously seek opportunities to improve trading processes and client service

Job Requirements:

• Minimum 1-2 years direct experience in global markets trading in any asset class, knowledge in FX Options or Cryptocurrencies preferred.
• Proven experience as a Sales Trader or in a similar role within a financial services environment is preferred.
• Experience in cryptocurrency trading and/or knowledge of the cryptocurrency ecosystem is preferred.
• Candidates will be required to work shifts, which include supporting different time zones and weekends.

HOW TO APPLY:

Interested applicants, kindly send your resume in MS WORD format or please click on “Apply Now”.

We regret only shortlisted candidates will be notified.

Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).

Please read our privacy statement on our corporate website www.trustrecruit.com.sg.

Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Lee Jun Siong (Johnson)

EA Personnel Reg No: R24120242

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 ID: 520708]

The Offshore Relationship Manager is responsible for managing and nurturing relationships with high-net-worth individuals (HNWIs) in Malaysia market, providing them with personalized financial services, investment advice, and wealth management solutions. This includes offering tailored banking solutions, identifying new business opportunities, cross-selling products, and ensuring the highest level of customer satisfaction.

Responsibilities:

• Advocate for and cross-sell a variety of banking products and services, including but not limited to loans, deposits, wealth management, bonds, equities, and foreign exchange (FX).
• Build, maintain, and enhance long-term relationships with both new and existing clients.
• Serve as the primary point of contact for clients, addressing inquiries and resolving issues promptly.
• Understand clients’ financial goals and needs to provide personalized banking solutions.
• Identify new business opportunities to acquire high-net-worth clients
• Meet and exceed sales targets and KPIs related to product uptake and client growth.
• Provide expert financial advice and guidance to clients, considering their specific financial needs and risk tolerance.
• Advise clients on wealth management, investments, and other banking solutions in line with the bank's offerings.
• Assist in the assessment and management of the credit risk for clients.
• Conduct thorough due diligence and ensure proper documentation for all new accounts and loans.
• Stay updated on market trends, economic changes, and regulatory updates that may impact clients and banking operations.
• Provide regular reports on client activities, sales performance, and market insights.
• Ensure clients receive top-tier service through proactive follow-ups and addressing any concerns.
• Resolve customer complaints or issues with efficiency, maintaining high client satisfaction levels.

Requirements:

• A bachelor’s degree in Finance, Business Administration, or related fields.
• At least 3-5 years of experience in banking, financial services, or sales, with a strong background in relationship management or wealth management in Malaysia.
• Strong communication and interpersonal skills with the ability to engage and build relationships with clients.
  Excellent understanding of banking products, financial markets, and investment strategies.
• Proficient in sales techniques, with a proven track record of achieving sales targets.
• Ability to work independently and manage a portfolio of clients effectively.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Sandy Ng Mei Qi

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

About Us

Green Link Digital Bank is Singapore's inaugural wholesale digital bank focusing on supply chain finance, mainly serving MSMEs and aiming to help MSMEs grow and improve digitization.

We are looking for a Relationship Manager to join our Commercial Banking Team and be involved in the sales of GLDB’s banking products and services to meet the financial and investment needs of Medium Enterprises.

Responsibilities

• Achieve revenue targets: Solicit and develop new deposit and loan accounts; deepen wallet share of existing customers by spotting and delivering on cross-selling opportunities.
• Act as first line of defense: Prepare credit proposal and propose appropriate credit mitigants for new loan applications; Proactively manage and monitor accounts to minimize non-performing loans; Ensure timely submission of credit review and strict compliance to laws and regulations.
• Create delightful digital customer experiences: Build up network of loyal customers for bank by being a trusted and dependable partner; understand customer needs and requirements and collaborate with internal stakeholders to deliver optimal solutions or propose new products.
• Actively participate in ad hoc projects: Represent Sales in ad hoc projects such as new product developments, technical enhancements, alternative data lending, industry landscaping, etc.; provide constructive inputs and feedback and contribute to Bank’s success.

Requirements

• Relevant Bachelor’s Degree from a reputable institution.
• At least 10 years of relevant experience in a Medium Enterprise Banking or in Non-Bank FIs/Fintech lenders serving wholesale customers.
• Demonstrated records of overachieving sales target under high-pressured working environment whilst balanced with risk awareness and management; experience in credit memo writing and credit structuring is a must.
• Comfortable in cold calling potential clients.
• Good understanding of Medium Enterprise loan, trade, and cash products.
• Strong ability to adapt to change.
• Adaptable, analytical, problem-solver and decision maker.
• Highly self-motivated to deliver work of highest standard with strong sense of commitment and accountability.
• Energetic, customer service oriented.
• Excellent interpersonal and communication skills and a strong team player.

Job ID :401769

Key Responsibilities

• Actively acquire and prospect new Premier Banking customers from the onshore market (Singapore).
• Develop and deepen client relationships to achieve business objectives and personal growth targets.
• Contribute to the overall success of Premier Banking through consistent sales performance and exemplary customer relationship management.
• Provide professional consultative financial analysis to affluent clients, identifying their needs and recommending tailored financial planning solutions.
• Regularly update clients with market trends, insights, and potential investment opportunities.
• Promote and cross-sell an extensive range of banking products, including investment solutions such as unit trusts, insurance plans, and treasury products.
• Ensure superior customer service standards to enhance client satisfaction and loyalty.

Requirements

• A minimum of 3 years of experience in sales within the banking and financial services industry, preferably managing affluent clients.
• Proven track record of achieving and exceeding sales performance targets.
• A recognized university degree with relevant certifications (e.g., CMFAS certifications: RES1A, RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
• Strong understanding of financial products, including investment and insurance offerings.
• Exceptional interpersonal and communication skills, with the ability to engage and provide consultative advice to clients effectively.
• Self-motivated with a proactive approach, capable of working independently and in collaboration with team members.
• Demonstrates creativity, initiative, and a results-driven mindset.

We regret that only shortlisted candidates will be notified. However, all applications will be retained in our resume bank for future opportunities.

Your application will be processed in line with our company’s Privacy Policy. Please refer to: https://goodjobcreations.com.sg/en/privacy-policy/

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

Job Responsibilities:

• Keeping up-to-date with an in-depth understanding of the company’s products and services.
• Developing and nurturing strong relationships with both potential and current clients.
• Actively researching and exploring new business opportunities.
• Assessing clients’ needs and offering appropriate solutions.
• Delivering thorough consultations on products and services, helping clients with their decision-making process.
• Promoting additional products or services to clients through upselling and cross-selling.
• Effectively addressing and resolving complaints and issues in a prompt manner.
• Achieving sales and revenue goals.
• Ensuring a high level of client satisfaction.

Requirements:

• Degree in management, marketing, communication, or a similar field.
• Experience as a relationship manager, in customer service, or a comparable position.
• Strong ability to establish and maintain solid client and business relationships.
• Proficiency in Microsoft Office Suite and CRM software.
• Exceptional communication and interpersonal abilities.
• Strong conflict resolution and problem-solving capabilities.
• Leadership and team management experience.
• Customer-focused mindset.

HOW TO APPLY:

Interested applicants, please click on “Apply Now” and provide the below details in your resume.

We regret only shortlisted candidates will be notified.

Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).
Please read our privacy statement on our corporate website www.trustrecruit.com.sg.

Trust Recruit Pte Ltd
EA License No: 19C9950
EA Personnel: Nyon Hock Sen
EA Personnel Reg No: R24124070

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

Responsibilities:

• Responsible for the acquisition of New-To-Bank (NTB) and New-To-Premier (NTP) customers for Premier Banking Asia and Premier Private Client (Offshore segment).
• Cross sell the OCBC Premier Banking value proposition to the target client segment.
• Build and independently maintain effective customer acquisition sources.
• Identify acquisition opportunities and collaborate with the Bank’s internal stakeholders and external partners to drive quality acquisitions.
• Develop and foster strategic tie ups with potential referral partners.
• Actively engage partners to generate a consistent pipeline of prospects.
• Ability to convert leads into sales.
• Perform customer onboarding via face-to-face meetings or digital onboarding.
• Meet the compliance and control standards set in the end to end onboarding process.
• Conduct all required KYC, AML procedures and documentations.
• Deliver best in class customer service to all internal and external customers.

Requirements:

• Minimum 1 year of related working experience
• Confident individual with good networking skills
• Diploma or Degree holder with banking or sales experience preferred
• Good relationship building skills and with an entrepreneur mindset
• Highly driven and positively motivated to over-achieve assigned targets
• Excellent communication and interpersonal skills
• Able to travel for work, if required
• Converse proficiently in English, Chinese and/or Bahasa language, to effectively liaise with clients from respective markets (i.e. Mandarin for North Asia market & Bahasa for Indonesia market)
• Matured personality to handle the affluent market segment

Join Our Growing Team!

The SKYLINK Group is a premier all-in-one mobility solution provider for retail sales of passenger cars and commercial vehicles, all vehicle leasing, Motor insurance, credit Hire Purchase financing, Motor workshop with full capacity of MRO (Maintenance, Repair and Overhaul) services, and vehicle body engineering works for all commercial and passenger vehicles.

Since 2017, SKYLINK Group has been rapidly expanding its offerings and fleet. We have served over 5,000 corporate customers including major industry leaders in logistics, distribution, F&B, marine, construction, sanitation, and government services.

With a commitment to fleet modernization, we have expanded our offerings to EV and Hybrid vehicles, and continuously aspire to provide greater value to our customers.

Be a part of the SKYLINK family and kick-start your career growth and progression in the mobility space today.

Job Description

• Customer engagement to identify their preferences and requirements for commercial vehicle leasing and sales
• Source for new corporate accounts, including SME, MNC, Independent Contractors, and Fleet Operators
• Facilitate test drive, vehicle introduction, and handover.
• Provide comprehensive information about pricing, leasing, sales, or vehicle information to customers/corporates
• Provide customer service, service recovery, and follow-ups on assigned corporate accounts
• Assist with documentation submission for sales and leasing requirements
• Develop professional knowledge in automotive (commercial) leasing/sales regulations and safety and vehicle knowledge
• Achieve and exceed assigned sales targets
• Prepare and compile weekly sales activities and reports for management

Requirements

• Min GCE 'O' Level or equivalent qualifications
• Valid class 3 driving license (Mandatory)
• Prior 1-5 years experience in insurance, retail, real estate or automotive trade preferred
• A strong passion for the automotive/motoring industry
• Outspoken, strong communication skills, and good listening ears
• Presentable outlook, good phone mannerisms, willing to learn
• Able to function independently, and also able to work with other team members
• Good Spoken English, able to converse in Mandarin as to liaise with our China base counterpart

Benefits

• Basic Salary + Structure Commission + Monthly Incentives
• Convenient working location, West (Bukit Batok).
• Medical, Dental & Insurance Coverage.
• Comprehensive Training Provided.
• Regular company activities & bonding sessions.

Associate Relationship Manager (Banking Client) - Perm Role

$6,000 - $10,000 monthly

About the Organization

The client is a leading financial institution providing a wide range of banking and financial services to individuals and businesses. With a strong presence in Singapore and the organization is committed to delivering exceptional customer experiences and innovative financial solutions.

Primary Role:

Support the Head of Securities Marketing in managing investment-related activities within the Treasury department. This includes overseeing client accounts and ensuring compliance with the Securities and Futures Act (SFA) and the Financial Advisers Act (FAA). The role focuses on growing client relationships, delivering tailored investment solutions, and achieving performance targets.

Key Responsibilities:

1. Build and nurture long-term client relationships, driving growth in market share and client asset size to meet annual revenue goals.
2. Provide personalized investment advisory services to Private Banking clients, creating strategies aligned with their goals and risk profiles.
3. Generate innovative investment product ideas and stay informed of market trends to offer expert guidance.
4. Assist clients with the investment account opening process by offering clear guidance, ensuring compliance with regulatory disclosures.
5. Facilitate customer categorization (e.g., professional investors, derivative knowledge) by gathering and verifying necessary documentation.
6. Execute investment product transactions based on customer instructions while adhering to regulatory requirements.
7. Clearly explain product features, associated risks, fees, and other key information during the sales process.
8. Perform suitability assessments to identify products that may be unsuitable or mismatched, escalating as needed for management approval before execution.
9. Ensure all selling processes comply with company policies and regulatory guidelines, obtaining necessary acknowledgments and confirmations from clients.
10. Stay updated on market developments, trends, and investment products, providing feedback on client needs for potential new offerings.

Job Requirements:

• Education: A bachelor’s degree in Finance, Economics, Business Administration, or a related field is required.
• Experience: A minimum of 3-5 years of relevant experience in investment advisory, private banking, or financial services.
• Strong understanding of investment products, financial markets, and regulatory requirements under SFA and FAA.
• Proven ability to build and manage client relationships effectively.
• Excellent communication and interpersonal skills, with the ability to convey complex financial information in a clear and concise manner.
• Certification in relevant financial qualifications (e.g., CMFAS modules, CFA, or CFP) is highly advantageous

Interested applicants, please click "APPLY NOW" or send your resume to [email protected]

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Joselito Peciller | EA Reg No: R25126580

about the client

Our client is an established bank who has an approved headcount for an RM for India market. This hire will be based in Singapore for a period of time initially and required to move to India thereafter.

about the job

• Implement personal budget and performance targets for India market
• Managing relationship with corporates and FIs for the India market
• Business development to widen the client pool
• Credit analysis, reviews, following through on credit process including attending credit committee meetings when needed, and coaching ARMs
• Handling and performing market research, due diligence and documentation of the transactions
• Being familiar, keeping track and reporting of guidelines of the Indian market
• End to end of deal origination, structuring, management, execution and supervision of ARMs
• Liaising with internal and external stakeholders for internal and client-related matters

skills and experience

• Bachelor’s degree and 15 years of experience in corporate banking covering top tier Indian corporates and FIs
• Strong knowledge in credit analysis, corporate banking products and RBI guidelines

RESPONSIBILITIES:

• Work closely with customer, onboarding team and compliance team to ensure smooth onboarding / KYC / CDD / AML in time.
• Ensure day-to-day customer queries are handled in a timely manner.
• Support the relationship managers in assessing the viability of the new transaction, in ensuring timely submission of account opening, credit proposals, deal presentation slides and manage the credit process and turnaround time.
• Attend roadshows and make customer visits with relationship managers
• Ensure timely submission of periodically account reviews and loan reviews, conduct post-lending monitoring of approved conditions/covenants. To raise waivers arising from deviations from bank policies and approved conditions/covenants.
• Develop and manage customer portfolios as well as conduct regular credit reviews to maintain healthy loan portfolios;
• Visit customers periodically with RM to update the latest situations of customers and develop new business;
• Implement transaction monitoring, ask customer provide transaction information or supporting documents.
• Ensure regulatory checklists are completed and maintained in accordance with bank policies and requirements.
• Any other duties that may be assigned from time to time by HOD and RM.

REQUIREMENTS:

• 1-3 years’ relevant experience in a corporate banking segment
• AML / KYC knowledge and experience
• Credit and financial analysis skills
• Presentation skills
• Product & Market knowledge
• Customers’ relationship management skills
• Analytical and problem-solving/decision-making skills

​EA License Number: 23C1935 | EA Personnel Number: R1551292

[Job ID: 520708]

The Offshore Relationship Manager is responsible for managing and nurturing relationships with high-net-worth individuals (HNWIs) in Malaysia market, providing them with personalized financial services, investment advice, and wealth management solutions. This includes offering tailored banking solutions, identifying new business opportunities, cross-selling products, and ensuring the highest level of customer satisfaction.

Responsibilities:

• Advocate for and cross-sell a variety of banking products and services, including but not limited to loans, deposits, wealth management, bonds, equities, and foreign exchange (FX).
• Build, maintain, and enhance long-term relationships with both new and existing clients.
• Serve as the primary point of contact for clients, addressing inquiries and resolving issues promptly.
• Understand clients’ financial goals and needs to provide personalized banking solutions.
• Identify new business opportunities to acquire high-net-worth clients
• Meet and exceed sales targets and KPIs related to product uptake and client growth.
• Provide expert financial advice and guidance to clients, considering their specific financial needs and risk tolerance.
• Advise clients on wealth management, investments, and other banking solutions in line with the bank's offerings.
• Assist in the assessment and management of the credit risk for clients.
• Conduct thorough due diligence and ensure proper documentation for all new accounts and loans.
• Stay updated on market trends, economic changes, and regulatory updates that may impact clients and banking operations.
• Provide regular reports on client activities, sales performance, and market insights.
• Ensure clients receive top-tier service through proactive follow-ups and addressing any concerns.
• Resolve customer complaints or issues with efficiency, maintaining high client satisfaction levels.

Requirements:

• A bachelor’s degree in Finance, Business Administration, or related fields.
• At least 3-5 years of experience in banking, financial services, or sales, with a strong background in relationship management or wealth management in Malaysia.
• Strong communication and interpersonal skills with the ability to engage and build relationships with clients.
  Excellent understanding of banking products, financial markets, and investment strategies.
• Proficient in sales techniques, with a proven track record of achieving sales targets.
• Ability to work independently and manage a portfolio of clients effectively.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Sandy Ng Mei Qi

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

[Job ID: 520708]

The Offshore Banking Relationship Manager (HNW) is responsible for managing and growing a portfolio of high-net-worth (HNW) clients in the offshore banking space. This role focuses on providing a range of tailored financial solutions to meet the unique needs of HNW individuals and their families, including wealth management, investment planning, estate structuring, and specialized offshore banking services.

Responsibilities:

• Manage a portfolio of HNW clients, providing personalized banking solutions to meet their financial needs.
• Develop and maintain strong relationships with clients by understanding their objectives, preferences, and concerns.
• Provide ongoing financial advice, ensuring clients receive timely and relevant information to make informed decisions.
• Proactively identify and acquire new HNW clients through networking, referrals, and business development initiatives.
• Expand and grow the portfolio by deepening relationships with existing clients, identifying opportunities for additional services and product offerings.
• Offer customized wealth management, investment, estate planning, and offshore banking solutions to clients.
• Work closely with internal teams such as wealth management, investment specialists, and legal advisors to provide comprehensive services.
• Ensure clients’ financial goals are met by offering tailored advice on managing their wealth and mitigating risks.
• Drive cross-selling of the bank’s products and services, such as investment products, insurance, and credit facilities, to enhance revenue streams.
• Identify opportunities to offer value-added services that align with the client’s financial goals and risk tolerance.
• Provide exceptional ongoing client service, ensuring clients’ needs are promptly addressed and their expectations are exceeded.
• Conduct regular reviews and meetings with clients to assess their financial status and adjust plans as needed.

Requirements:

• Degree Holder and relevant CMFAS papers
• Minimum 3-4 year of relevant experience in banking industry.
  
  We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.
  Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/
  
  EA Personnel Name: Sandy Ng Mei Qi
  EA Personnel Registration Number: R24125475
  EA License No.: 07C5771

Join a leading international bank with a strong presence in Singapore, renowned for delivering comprehensive corporate banking solutions and fostering long-term partnerships with top-tier corporates.

The bank is seeking a Relationship Manager (RM) to strengthen its Corporate Banking Department, focusing on Government-Linked Companies (GLCs), Temasek-Linked Companies (TLCs), and other high-profile Singapore corporates. This is a permanent opportunity to contribute to the bank’s ambitious growth strategy.

Key Responsibilities

• Develop and manage banking relationships with top-tier Singapore corporates, particularly in TMT, Power/Utilities, and Healthcare sectors.
• Execute relationship and credit strategies, leveraging robust account planning to grow wallet share within risk parameters.
• Drive multi-product and cross-border business growth, managing the full lifecycle of transaction origination, execution, and monitoring.
• Contribute to the corporate banking growth aspirations by increasing asset levels, multi-product income, and client acquisition.
• Oversee all aspects of customer risk management, including credit, AML/fraud, legal, regulatory, and compliance matters.
• Ensure robust risk management practices to minimize credit losses, prevent policy breaches, and maintain audit compliance.
• Collaborate with internal teams (Product, Treasury, Risk, and Legal) and overseas branches to deliver holistic client solutions.

Requirements

• Bachelor’s degree in Banking, Finance, or a related discipline.
• 8–10 years in a frontline corporate banking role, with a proven track record in originating and growing relationships with top-tier corporates.
• Familiarity with multi-product offerings and experience as a Global Account Manager.
• Strong knowledge of banking products, including credit, treasury, and transaction services.
• Proficiency in English and Chinese to liaise with headquarters and international stakeholders.

Why Join Us?

This role offers the opportunity to work with Singapore’s most prominent corporates, delivering innovative financial solutions as part of a high-performing team in a reputable global bank.

Job Description

1. Support the Relationship Managers in operational duties related to clients' account servicing and transactional services including account opening and maintenance, credit application, investment transaction and banking instruction.

2. Attend to clients' instructions and queries timely in professional manner.

3. Handle administrative duties that are related to clients' account including the monitoring of expiring KYC Review, KYC updates, account documentation, onboarding pre-checks, etc.

4. Liaise with internal and external stake-holders to resolve clients' queries and feedbacks.

Job Requirements

1. Experienced in AML/KYC/CDD processes (minimum 1 year).

2. Experienced in basic banking products (Deposits, loans, basic investment products etc.) (minimum 1 year).

3. Minimum 2 years' relevant work experience in serving retail or high net-worth clients.

4. Knowledge of private banking and treasury services, good understanding of banking operations and policies.

5. Proficient in writing and speaking both English and Chinese so as to communicate effectively with our Head Office and Chinese-speaking customers.

6. Minimum Bachelor Degree in Business/Accountancy/Banking & Finance or a relevant discipline.

7. CACS 1 & 2 papers is a mandatory requirement.