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

about the job

As a Relationship Manager, you will responsible for:

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

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

skills and experience required

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

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

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

EA: 91C2918 | R2198716

About the job

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

Skills and experience required

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

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

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

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

about the job

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

skills and qualifications required

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

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

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

EA: 91C2918 | R2198716

Nothing beats the satisfaction of making a meaningful difference to someone else’s life. This is an opportunity for you to turn this into a career with us in Income. As a Client Relationship Manager, you are key to our multi-channel distribution strategy and you will be required to provide high value consultative financial advisory and total insurance solutions to our customers and business owners.

As a Client Relationship Manager, you will contribute to the overall team’s success by extending our product and service offering to our customers and business owners via campaign-led service calls or through participation in company events. To excel in this job, you are expected to be a self-starter, keen learner and be adaptive to changes.

Speak to us to discover how you can get started as a Client Relationship Manager and how you can build your success with us.

Key Responsibilities Include:

You will be in the forefront providing a full spectrum of insurance products & services to meet the financial and investment needs of our customers and small-medium-enterprises (SMEs) business owners:

• Provide consultative financial advisory services to meet both customers’ and business owners’ financial goals, transforming business opportunities into personal opportunities and vice versa
• Proactively offer Life, Health, General Insurance and Group Business solutions to potential customers and business owners
• Acquiring new customers and business owners through active participation in seminars, lunch talks, workshops and corporate events
• Capitalising business opportunities by acting on potential business leads from our database and setting up appointments with potential customers & business owners
• Maintaining long-lasting relationships with both existing and potential customers & business owners

Qualifications - External

• Degree or Diploma in any discipline
• 2 years’ sales experience will be an added advantage
• Passionate about helping customers achieve greater financial competency
• Able to manage relationships with HNW or Business owners
• Results driven and motivated by performance-based rewards
• Good communication, presentation and interpersonal skills
• Strong team work with a positive customer and corporate focused attitude
• Relevant CMFAS qualification : M5, M9 & 9A HI, BCP, PGI & CGI

[Job ID: 767490]

Overview

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

Responsibilities

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

Requirements

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

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

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

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

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

[Job ID: 401667]

Responsibilites:

• Build and maintain strong relationships with existing clients, ensuring their banking needs are met.
• Act as the primary point of contact for clients, addressing inquiries and resolving issues promptly.
• Understand clients' financial goals and objectives to offer tailored banking solutions.
• Identify opportunities to cross-sell and upsell bank products and services to existing and potential clients.
• Achieve sales targets for new business, product offerings, and customer acquisition.
• Provide financial advice and consultation services to clients, helping them make informed decisions about their banking and financial products
• Analyze clients’ financial situations and recommend suitable banking products, such as loans, investments, and savings plans.
• Manage a portfolio of clients, ensuring their financial needs are met and any issues are resolved promptly.
• Monitor and review clients’ portfolios to ensure they are aligned with their financial objectives.

Requirements:

• Degree holder.
• Driven and goal-focused individuals who are passionate about financial planning and wealth management.
• Willing to work a 5.5-day week, with the flexibility to meet clients beyond regular hours.

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

Relationship Manager(Investment) Offshore/Onshore

BENEFITS

• Competitive compensation package(Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus)
• Various incentive trips
• Build a growing stream of recurring income
• Professional development and Mentorship to break barriers

ROLE

Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial goals and ensure a secured future.

If you love making a positive impact and enjoy working in a client-focused environment, this is the opportunity for you.

RESPONSIBILITIES

1. Client acquisition through various prospecting strategies.

2. Review prospective/existing client portfolio.

3. Propose solutions and planning for client investment and insurance needs.

4. Client management and retention.

5. Attend and respond to customer queries professionally.

6. Service and review financial portfolios in maintaining a long-term customer relationship.

REQUIREMENTS

· Diploma or Degree from a recognized institution in any field

· Passionate to make a difference

· Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind

· Outspoken with excellent communication & interpersonal skills

· Equally motivated by working independently as well as collaborating in a team

We respect your privacy and all communication will be treated with confidentiality.

Please contact us or apply in-confidence to us with you updated MS Word Resume to : kelvin@starcareerconsulting.com

Kelvin (Reg. No. R1872625)

STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)

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 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.

Morgan Mckinley Pte Ltd

Claudia

EA Licence No: 11C5502

EAP Registration No: R2199597

Job Summary:

NOTE : Experienced candidates maybe considerd for team lead positions.

We are seeking experienced and results-driven Relationship Manager to join our team in the bank. The successful candidate will be responsible for managing and growing a portfolio of high-value clients, providing exceptional customer service, and identifying new business opportunities. If you have a passion for building strong relationships and driving business growth, we encourage you to apply.

The target clients for these roles are affluent customers to offer them a range of financial solutions i.e investment products and wealth management solutions.

Job Scope:

Manage and grow a portfolio of high-value clients, ensuring deep understanding of their financial needs and goals

Develop and implement tailored financial solutions to meet clients' needs, including credit facilities, investments, and transactional banking products

Identify new business opportunities and acquire new clients through networking, referrals, and marketing initiatives

Build and maintain strong relationships with clients, ensuring high levels of customer satisfaction and loyalty

Collaborate with internal stakeholders, including credit risk, product specialists, and operations teams, to deliver seamless client experiences

Monitor and manage client risk, ensuring compliance with regulatory requirements and bank policies

Job Requirements:

Minimum 2 years of experience in a relationship management or sales role in the banking industry for senior roles.

Proven track record of success in managing and growing a portfolio of high-value clients

Strong understanding of financial markets, products, and services

Excellent communication, interpersonal, and relationship-building skills

Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines

Strong analytical and problem-solving skills, with ability to think creatively and outside the box

Job Benefits:

Competitive Compensation Package: We offer the best compensation package in the market, with a salary range that is above industry standards.

Good Working Culture: Our bank values a positive and inclusive work culture, with a focus on employee well-being, diversity, and career development.

Opportunities for Growth: We offer opportunities for career advancement and professional growth, with training and development programs to help you achieve your goals.

Comprehensive Benefits: We provide a comprehensive benefits package, including medical insurance, retirement plans, and paid time off.

Recognition and Rewards: We recognize and reward outstanding performance, with bonuses, awards, and recognition programs.

If you are a motivated and results-driven professional looking for a challenging and rewarding role, please submit your application with a resume.

We regret to share that only shortlisted candidates will be notified.

www.dadaconsultants.com

Data provided is for recruitment purposes only

EA Registration Number: R21102607

Business Registration Number: 201735941W

Licence Number: 18S9037

Job Description:

• As part of the Property & Asset Services team, you will take on the challenges of working closely with Management Corporations, Managing Agents and Building Consultants to ensure that the Company’s obligations under the Building Maintenance & Strata Management Act 2004 and Sale & Purchase Agreement are duly discharged.
• You will also take on the challenges of handing over completed residential homes and continuously building good rapport with the purchasers by managing and addressing their feedback concerning their homes.
• Working closely with the consultants, contractors and project management teams, you will ensure that rectification works are completed satisfactorily and promptly.

Job Requirements:

• Degree in Building, Real Estate or equivalent
• At least 2 years of experience relating to strata title developments
• Knowledge of the LTSA, BMSMA Act and other relevant regulations, legal obligations of a developer and the role of a managing agent

Interested candidates do attach your resume to [email protected]

Attn: Angela Celeste Poh Li Ying (R2095367)

Recruit Express Pte Ltd (99C4599)

Asia Square

No experience required as training will be provided

up to 5k

Department International Banking Group - APAC

Business Development

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

Internal Collaboration

• Develop a close working relationship with all departments/ sub-departments including Product partners (Debt Capital Markets, Global Transaction Services, Islamic Banking, Corporate Finance, Private Banking and Treasury & Global Markets) and Credit in order to contribute to overall business development within the SEA Region.

Client and Market Analysis

• Conduct analysis on clients’ financial health and needs as well as their industries/ markets on regular basis

How to Apply: Please send your resume to:

Job Descriptions

1. Acquire and onboard new PB clients onto the platform.
2. Growth of Net New Money and AUM.
3. Generating investment revenue of AUM.
4. Providing wealth management and banking services to clients.
5. Full compliance to rules and regulations governing the business.

Job Requirements

1. A network of client referral channels.
2. Ability to successfully convert and generate AUM into revenue.
3. Good financial market/product knowledge.
4. Keep abreast of market developments and opportunities and work closely with Investment Advisors to co-manage the portfolio of clients.
5. Deliver excellent service to clients and deepen relationship by value adding to clients’ wealth management needs with timely portfolio rebalancing and portfolio performance updates.
6. CACS certification is preferred.

Key Responsibilities:

• Assist Relationship Managers in managing and developing client relationships by providing timely and accurate support on client requests and inquiries.
• Prepare and maintain client documentation, ensuring compliance with regulatory requirements and internal policies.
• Conduct market research and prepare reports to support investment recommendations and client presentations.
• Facilitate the onboarding process for new clients, ensuring all necessary documentation is completed accurately and efficiently.
• Monitor client portfolios and provide regular updates on performance, market trends, and potential investment opportunities.
• Coordinate with internal departments, including compliance, operations, and credit, to ensure seamless service delivery.
• Support the organization and execution of client events and meetings to enhance client engagement and relationship building.
• Assist in the development and implementation of marketing strategies to attract new clients and retain existing ones.

Qualifications:

• Bachelor's degree in Finance, Business, or a related field.
• 2+ years of experience in private banking, wealth management, or financial services.
• Strong knowledge of financial products and services.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
• Detail-oriented with strong organizational and time-management skills.
• Proficient in Microsoft Office Suite (Excel, PowerPoint, Word) and experience with banking software systems.
• Ability to work independently and collaboratively within a team environment.

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

Job Description:

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

Skills and Experience Required:

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

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

• Perm
• At least 5 years of professional services account maangement/relationship management within corporate/fiduciary services.
• Experience with Cayman / VDI entities preferred
• Proven track record of account management for client portfolios and ability to identify growth opportunities.

We are seeking a dynamic and client-focused Client Relationship Manager to join the team in Singapore. This role will involve managing and nurturing client relationships, understanding their needs, and delivering exceptional service to ensure Walkers' position as a trusted partner.

Key Responsibilities

Client Contact and Support:

• Serve as a primary contact alongside the relationship partner for the organization.
• Provide expert guidance on administrative matters such as annual filings, returns, and client portal access.

Client-Centric Approach:

• Develop a deep understanding of clients' needs to communicate the value of Walkers' services effectively.
• Act as an advocate for clients, ensuring their priorities are consistently met and exceeded.

Compliance and Risk Management:

• Oversee adherence to statutory and regulatory requirements for client portfolios.
• Ensure timely completion and approval of KYC and CDD processes, assisting with periodic compliance reviews.

Relationship Building:

• Cultivate and maintain strong relationships with clients and external intermediaries.
• Identify opportunities for cross-selling and up-selling Walkers' services, adding value to the client experience.

Marketing and Engagement:

• Proactively engage with clients through meetings, calls, and events to promote Walkers' service offerings.
• Distribute marketing materials and represent the firm at relevant client engagements.

Team Collaboration:

• Work closely with internal teams to deliver seamless client experiences and high-quality service.
• Partner with Walkers’ marketing team on seasonal engagement initiatives.

Requirements

• Exceptional verbal and written communication skills to interact effectively with clients and colleagues.
• Proven ability to build and sustain meaningful client relationships.
• A minimum of 5 years’ experience in professional services, client relationship management, or business development.
• General knowledge of the industry and market trends.
• Ability to meet strict deadlines and operate on their own initiative.
• Analytical approach; comfortable with processes; and able to work at a fast-pace either independently or with the broader team.
• Highly trustworthy with the ability to operate in strictest confidentiality.
• Excellent written and spoken communication skills.

Triton AI Pte Ltd

Registration Number: R1980724

EA: 21C0661

[Job ID: 401769]

The High Net Worth Banking Relationship Manager is responsible for managing and nurturing relationships with high-net-worth individuals (HNWIs), providing them with personalized financial services, investment advice, and wealth management solutions.

Key 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).
• Conduct regular reviews of clients' portfolios, providing updates, performance analysis, and recommendations for adjustments based on market conditions and clients' changing needs.
• Build and manage strong, long-term relationships with high-net-worth individuals (HNWIs), understanding their financial goals, aspirations, and personal circumstances.
• Develop and implement tailored financial strategies that align with clients' objectives, ensuring a holistic approach to wealth management.
• Ensure a seamless and superior client experience by offering exceptional service and resolving any issues or concerns promptly.
• Work closely with internal teams, such as investment advisors, legal experts, and product specialists, to deliver comprehensive wealth management solutions.
• Stay informed on market trends, economic developments, and regulatory changes to provide timely and relevant advice to clients.
• Cultivate a strong network of referrals and leverage industry contacts to bring in new HNW clients and expand the portfolio.
• Achieve and exceed sales targets and key performance indicators (KPIs), contributing to the bank's growth and profitability.
• Ensure compliance with all relevant regulatory requirements, internal policies, and industry standards when offering financial advice or services.

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 Mei Qi

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

[Job ID: 401769]

The High Net Worth Banking Relationship Manager is responsible for managing and nurturing relationships with high-net-worth individuals (HNWIs), providing them with personalized financial services, investment advice, and wealth management solutions.

Key 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).
• Conduct regular reviews of clients' portfolios, providing updates, performance analysis, and recommendations for adjustments based on market conditions and clients' changing needs.
• Build and manage strong, long-term relationships with high-net-worth individuals (HNWIs), understanding their financial goals, aspirations, and personal circumstances.
• Develop and implement tailored financial strategies that align with clients' objectives, ensuring a holistic approach to wealth management.
• Ensure a seamless and superior client experience by offering exceptional service and resolving any issues or concerns promptly.
• Work closely with internal teams, such as investment advisors, legal experts, and product specialists, to deliver comprehensive wealth management solutions.
• Stay informed on market trends, economic developments, and regulatory changes to provide timely and relevant advice to clients.
• Cultivate a strong network of referrals and leverage industry contacts to bring in new HNW clients and expand the portfolio.
• Achieve and exceed sales targets and key performance indicators (KPIs), contributing to the bank's growth and profitability.
• Ensure compliance with all relevant regulatory requirements, internal policies, and industry standards when offering financial advice or services.

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 Mei Qi

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

Responsibilities

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

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

Requirements

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

Job Summary:

• We are seeking experienced and results-driven Relationship Manager to join our client in the bank.
• The successful candidate will be responsible for managing and growing a portfolio of high-value clients, providing exceptional customer service, and identifying new business opportunities. If you have a passion for building strong relationships and driving business growth, we encourage you to apply.
• The target clients for these roles are affluent customers to offer them a range of financial solutions i.e investment products and wealth management solutions.

Job Scope:

• Manage and grow a portfolio of high-value clients, ensuring deep understanding of their financial needs and goals
• Develop and implement tailored financial solutions to meet clients' needs, including credit facilities, investments, and transactional banking products
• Identify new business opportunities and acquire new clients through networking, referrals, and marketing initiatives
• Build and maintain strong relationships with clients, ensuring high levels of customer satisfaction and loyalty
• Collaborate with internal stakeholders, including credit risk, product specialists, and operations teams, to deliver seamless client experiences
• Monitor and manage client risk, ensuring compliance with regulatory requirements and bank policies

Job Requirements:

• Minimum 2 years of experience in a relationship management or sales role in the banking industry for senior roles.
• Proven track record of success in managing and growing a portfolio of high-value clients
• Strong understanding of financial markets, products, and services
• Excellent communication, interpersonal, and relationship-building skills
• Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines
• Strong analytical and problem-solving skills, with ability to think creatively and outside the box

Job Benefits:

• Competitive Compensation Package: We offer the best compensation package in the market, with a salary range that is above industry standards.
• Good Working Culture: Our bank values a positive and inclusive work culture, with a focus on employee well-being, diversity, and career development.
• Opportunities for Growth: We offer opportunities for career advancement and professional growth, with training and development programs to help you achieve your goals.
• Comprehensive Benefits: We provide a comprehensive benefits package, including medical insurance, retirement plans, and paid time off.
• Recognition and Rewards: We recognize and reward outstanding performance, with bonuses, awards, and recognition programs.

If you are a motivated and results-driven professional looking for a challenging and rewarding role, please submit your application with a resume.

We regret to share that only shortlisted candidates will be notified.

www.dadaconsultants.com

Data provided is for recruitment purposes only

EA Registration Number: R21102607

Business Registration Number: 201735941W

Licence Number: 18S9037

Company Overview

LOOK CAPITAL is a registered and leading family office with a Capital Market Services license in Singapore, with AUM of 3 billion USD. Headquartered in Singapore, we have offices across Beijing, Hong Kong and Shenzhen. With the help of technology, we provide a one-stop service including global asset allocation, legal and tax advisory, and research and investment in cutting-edge global industries for technology millionaires.

Position Overview

LOOK CAPITAL is seeking a Vice President/Director, Relationship Manager to join our dynamic team. The ideal candidate is a professional with strong private banking experience, excellent project management skills and a client-focused mindset, working together with our investment team to deliver superior experience for our clients.

Key Responsibilities

• Serve as a one-stop service point for clients, addressing their diverse needs by working with internal investment teams and liaising with external partners, including private banks, law firms, and trust companies, to ensure exceptional client satisfaction.
• Act as a personal assistant to high-net-worth clients, supporting them in managing various aspects of family affairs such as investment and asset allocation, legal and tax services, residency planning, healthcare, and children’s education.
• Continuously develop and refine best-in-class solutions while building a network of high-quality service providers to meet evolving client needs.
• Assist in planning and executing client engagement activities, including knowledge-sharing sessions, closed-door discussions, and exclusive private events.

Qualifications

• Bachelor's degree or above in Finance, Business, or a related discipline.
• Strong banking acumen and professional ethics, with at least 3 years of experience in private banking.
• Client-centric mindset with excellent communication and empathy skills, capable of responding to client needs promptly, including outside regular working hours.
• Proven project management skills with the ability to handle multiple projects and tasks simultaneously.
• Collaborative team player with a proactive approach to knowledge sharing and learning.
• This role primarily supports the Greater China market; therefore, business proficiency in Mandarin (both written and spoken) is required for effective communication with Mandarin-speaking clients and stakeholders.

LOOK CAPITAL is an equal opportunity employer. All applicants will be considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Job Description:

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

Skills and Experience Required:

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

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

• Build and maintain relationships with small and medium-sized enterprise (SME) clients, understanding their financing needs and business objectives.
• Act as the main point of contact for SME clients, addressing inquiries, concerns, and requests promptly and effectively.
• Develop a deep understanding of clients' businesses, industries, and market dynamics to provide tailored financial solutions.
• Source and identify new lending opportunities within the SME segment, including prospecting and lead generation activities.
• Conduct comprehensive credit assessments and risk analyses for loan applicants, evaluating their creditworthiness, financial stability, and repayment capacity.
• Structure and negotiate loan terms and conditions in accordance with lending policies, regulatory requirements, and risk management guidelines.
• Manage a portfolio of SME loan accounts, monitoring loan performance, repayment behavior, and compliance with loan agreements.
• Proactively identify and address potential credit risks or delinquencies, implementing appropriate remedial actions as necessary.
• Work closely with internal stakeholders, such as credit analysts and legal teams, to ensure timely and accurate loan documentation and processing.
• Provide financial advisory services to SME clients, offering insights and recommendations on business growth strategies, cash flow management, and capital allocation.
• Assist clients in preparing loan applications and supporting documentation, guiding them through the loan approval and disbursement process.
  

Requirements:

• Previous experience in commercial banking, SME lending, or relationship management, with a focus on business development and credit analysis.
• Demonstrated track record of successfully originating and managing SME loan portfolios, achieving lending targets, and mitigating credit risks.
• Strong financial analysis skills, including the ability to evaluate business financial statements, assess credit risk factors, and perform cash flow modeling.
• Familiarity with credit underwriting standards, loan structuring techniques, and risk mitigation strategies in the SME lending context.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients, understand their needs, and negotiate effectively.
  Ability to convey complex financial concepts clearly and concisely, both verbally and in writing.
• Strong networking skills and the ability to cultivate relationships with key stakeholders in the SME community, including business owners, industry associations, and referral partners.

Other perks or benefits:

• Competitive Salary Package

• Attractive Performance bonus

• Medical and Dental benefits included

Xingang Investment Pte Ltd is an equal opportunity employer and welcomes applications from all qualified candidates. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

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.

Morgan Mckinley Pte Ltd

Claudia

EA Licence No: 11C5502

EAP Registration No: R2199597