Responsibilities:

• Support Relationship Managers in handling Private Banking clients by managing administrative tasks and client service needs.
• Respond to client inquiries and requests, ensuring timely follow-ups and resolutions.
• Monitor client accounts and transactions to ensure accuracy and compliance.
• Assist in providing financial advice and product recommendations to clients.
• Maintain and update client records, including contact details and account information.
• Coordinate with internal teams like Product, Operations, and Compliance to support client needs.
• Ensure all processes comply with internal policies and regulatory guidelines.

Requirements:

• Bachelor’s degree or diploma in a relevant field.
• At least 4 years of experience in client servicing, operations, or sales support within financial institutions.
• Good understanding of financial products and services.
• Strong communication and interpersonal skills.
• Detail-oriented and well-organized with the ability to multitask.
• Proactive and adaptable in a fast-paced environment.
• CACS and CMFAS certification is preferred.

Relationship Manager

Job Description & Requirements

• Highest Remuneration
• Attractive performance commissions
• Allowance scheme and performance bonus to jump-start your career
• Career Advancement
• Work Life Balance
• Family-oriented working culture
• Strong support and guidance

Job Responsibilities:

• Develop and implement business plans and marketing strategies to achieve the business target
• Learn and understand various financial products
• Source and develop a network of high-net-worth clients
• Analyse and evaluate the client’s financial portfolio
• Conduct Financial Needs Analysis and recommend appropriate solutions
• Provide recommendation to help clients meet their financial goals and needs
• Build and maintain good relationship with clients
• Conduct fact find, customer needs analysis and provide financial solutions to clients
• Service and review financial portfolios in maintaining a long-term customer relationship
• Regularly report leads, activities, and pipeline
• Work closely with internal and external partners on referrals and client servicing
• Adhere to regulatory requirements set by the company and relevant authorities

Requirements:

• Diploma/ Degree holder in any discipline from a recognised institution
• Entry level candidates without prior experience are welcome (Training and coaching will be provided for all required candidates)
• Self-driven, result-oriented with good interpersonal skills
• Experienced hires in insurance/ bancassurance or financial products have the opportunity to join us as senior roles
• Loves interacting with people
• Passionate, Resilient, Resourceful and Positive working attitude
• Excellent telephone etiquette
• Highly persuasive and comfortable with handling customer’s objections
• Willing to learn and apply new techniques to improve skillsets
• M5, M8, M8A, M9, M9A, HI, M6, M6A, BCP, PGI, COMGI is an added advantage

Relationship Manager

About The Company

Sing Investments & Finance Limited has 60 years of lending experience in the financing arena in Singapore. Our core activities include the acceptance of fixed and saving deposits from the public as well as the provision of loans and credit facilities to individuals and corporations, particularly the Small and Medium Enterprises (SMEs) in Singapore. The relationships that have been built over the years have earned us the reputation as one of Singapore's trusted finance companies. We are seeking dynamic individuals to grow with us and to continue building relationships with our valued customers.

We are looking for motivated individuals with the experience and/or aptitude to grow our customer base. You will be expected to:

• Acquire and build a strong network of SME customers and boutique developers for loan products and credit facilities. For auto loan products, being familiar with Block Discounting, Floor Stock and Direct facilities would be advantageous.
• Develop new portfolios while increasing its profitability through cross-selling and referrals
• Achieve individual sales revenue and loan targets
• Analyse financial statements and structure credit facilities to ensure good credit quality
• Possess strong understanding of financial compliance and regulatory requirements

Requirements:

• Min Diploma level
• At least 2 years of relevant experience in a lending environment and working knowledge of mortgage loans in property development and/ land & construction loans
• Preferably with an established network of business contacts especially in the SME sector or tie-up with loan/ mortgage brokers. Strong ability to source and generate leads independently
• Good understanding of financial analysis is preferred
• Good writing, communication and interpersonal skills
• A self-starter and team player

*Corporate rank and remuneration will commensurate with experience. Only shortlisted candidates will be notified.

Job Highlights

• Transformative AI Solutions: Lead the launch of Actuals.ai—a cutting-edge generative AI platform set to redefine the B2B2C consumer finance landscape.
• High-Growth Market Potential: Enter an expansive, high-demand market with boundless opportunities for advancement and financial success.

Company Overview

Actuals is a trailblazing technology company dedicated to solving high-impact B2B challenges, particularly within underserved areas like employee benefits and rewards. We are now launching our flagship AI-driven platform, Actuals.ai, designed to revolutionize the consumer finance advisory sector. Our innovative approach combines deep market insights with generative AI to create groundbreaking solutions that will reshape advisory services.

Explore more:

• Actuals: Actualscorporation.com
• Actuals Platform : actuals.ai

Role Description

As a Relationship Manager at Actuals, you will be at the forefront of driving transformative growth and establishing impactful business relationships. Collaborating closely with our product and marketing teams, you'll have the unique opportunity to identify and engage high-potential clients, showcasing how Actuals.ai can revolutionise their business through our generative AI solutions.

This role provides a rare chance to enter an untapped market through a blue ocean strategy, positioning you as a pivotal force in the launch and expansion of Actuals.ai. Our market testing has demonstrated an impressive 50% conversion rate, and with access to 95% of the corporate database, you’ll have a powerful foundation to rapidly develop and expand these client relationships.

Your expertise and drive will make you a critical player in Actuals.ai’s journey to redefine consumer finance advisory. This is your opportunity to leave a lasting impact on an emerging market.

Key Responsibilities

• Strategic Business Development: Proactively identify and engage high-potential clients, initiate insightful discussions, and cultivate relationships aligned with Actuals ambitious growth objectives.
• Product-Driven Collaboration: Work with product and marketing teams to understand Actuals.ai’s unique advantages and communicate its value to prospective clients in a compelling way.
• Market Penetration & Strategy Execution: Leverage our blue ocean strategy as a first-mover in this market, generating business opportunities and driving sustainable growth in an emerging sector.
• End-to-End Relationship Management: Build and maintain strong client connections, ensuring satisfaction, anticipating future needs, and uncovering opportunities for collaboration.

What We’re Looking For

• Relentless Drive: A proactive, determined mindset with a passion for success in a fast-paced, high-growth environment.
• Sharp Business Acumen: Ability to quickly understand client challenges and identify how Affinite’s solutions can drive impact and efficiency.
• Outstanding Communication Skills: Natural ability to build rapport, convey value, and make meaningful connections.
• Growth-Oriented Mindset: Hunger for growth and a desire to continuously learn and advance, with a strong interest in progressing to a management position.

Why Join Us?

• Rapid Career Advancement: Join our inaugural intake for a chance to fast-track into management and shape the future of Affinite Solutions.
• Innovative Environment: Work with pioneering generative AI technology that is set to transform the B2B2C space in consumer finance.
• Dynamic Team Culture: Thrive in a fast-paced, supportive, and collaborative environment that values resilience, grit, and a growth-oriented attitude.

If you’re a talented, driven individual ready to leave your mark on an emerging market, this is the opportunity you’ve been looking for.

Apply Now to be part of a groundbreaking journey!

Minimum Qualifications

• Education: International Baccalaureate Diploma or higher.
• Experience: Proven track record in B2B sales, preferably in technology, HR solutions, finance, Marketing or AI-driven solutions.

Preferred Qualifications

• Experience: Minimum 1years working experience.
• Language Skills: Fluent in English (spoken and written); proficiency in Mandarin is a plus.
• Proven Results: Demonstrated success in achieving and exceeding quotas and strategic goals.
• Skills: Exceptional communication, presentation, problem-solving, and management skills.

We offer a competitive remuneration package with an attractive incentive scheme.

Take this chance to define your career in a high-impact, high-growth environment.

[Job ID: 401667]

Overview

This exciting opportunity is with a leading global bank as they are looking for a relationship 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

• Conduct professional, consultative financial analysis and profiling sessions to address customers’ financial needs and objectives.
• Build and strengthen customer relationships by providing regular updates on market trends and insights into local and international financial products.
• Promote and offer a wide variety of banking products to existing and potential clients, including structured notes, leveraged FX trades, corporate and sovereign bonds, etc.
• Deliver expert financial analysis and customized wealth management solutions, such as bancassurance, loans, and investment products.
• Participate actively in branch activities, supporting the overall success of the bank.

Requirements

• Degree in any discipline
• Results-oriented, dynamic, and self-driven
• Very keen in a sales-fronting role.
• Excellent communication and interpersonal skills are crucial for building strong client relationships.

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

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

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

Responsibilities:

· Assist in the development of Customer Relationship Management (CRM) which includes Investor Capital relationship management, Investors database, and capital raising process and methodology of the Company, including but not limited to assisting client on boarding, assisting in the investors KYC/AML requirements, and regulatory clearances and relevant KYC/AML monitoring for the investors.

· Investor/client relationship management including but not limited to handing investors related queries and reporting (Client and Internal teams to resolve any client queries)

· Ensure any client impacting regulatory changes and business changes is communicated to the clients and internal stakeholders in a timely manner

· Takes initiative in identifying and driving opportunities to streamline/enhance team efficiency

· Communicate significant client issues internally and document/escalate as appropriate

· Provide support for consistent delivery of top-quality services to achieve the overall business objective of revenue growth for the firm

· Identifies means to reduce transaction defects (internal and external)

· Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Firmus, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

· Provides innovative solutions to internal teams & clients. Ensures a strong and robust processing environment with effective controls.

· Determines new work procedures, analyzes complex and variable issues with significant departmental impact

· Focuses on timely and accurate delivery of targets/deliverables.

· Assist the company and team in the development of the Company’s investor base, capital raising the Company’s investment funds including and not limited to co-investments, segregated accounts, discretionary and non-discretionary investment mandates, and External Asset Management (EAM) business including multi-family office setup

Requirements:

• Good understanding of the Real Estate industry, Corporate Strategy essentials and Investment principles
• Excellent command of Excel, Power Point and Word
• A detail-oriented, analytical and methodical approach
• Ability to work both independently and in a team, in conjunction with developed soft skills
• Self-motivated, with high level of energy, independence, initiative, responsibility, and accountability

Valerie Song Lixuan | EA Registration No R1106569 | Lic No.08C5436

Monday - Friday

8:45 AM - 6 PM

Location: Central

We are seeking a versatile candidate for a dynamic role that involves building and nurturing relationships with SME clients, selling various loan products (including SME loans, hire purchase loans, machinery loans, equipment loans, syndication loans and property loans).

Responsibilities:

• Develop and maintain strong relationships with SME clients and prospects to expand business opportunities.
• Market and sell a diverse range of loans, including SME loans, hire purchase loans, machinery loans, equipment loans, and property loans, to both current and potential clients.
• Meet and exceed sales targets through effective sales techniques and strategies.
• Conduct thorough analysis of clients' financial statements, credit history, and other relevant information to assess creditworthiness and risk.
• Structure credit proposals and prepare comprehensive recommendations for management approval.
• Deliver exceptional customer service by promptly addressing client needs and concerns.
• Stay up-to-date with market trends, industry news, and changes in lending policies and regulations.
• Prepare and present regular sales reports and analyses for management review.

Requirements:

• A recognized degree and a minimum of 5 years of relevant experience, specializing in marketing various types of loans, including property loans and equipment and machinery loans, to SME customers.
• Sales-oriented with a strong network of business contacts and a demonstrated ability to source and generate leads.
• Profound knowledge of MAS TDSR guidelines and a capacity to interpret financial statements.
• Possess strong business acumen and a customer-centric approach.
• An understanding of financial analysis is essential for this role.
• This position is non-commission-based.
• Transport expenses, mileage, and a handphone allowance are claimable.

Interested candidates please send in your resume to [email protected] or Click "APPLY NOW"

We regret to inform you that only shortlisted candidates will be notified.

Willie Goh | EA Reg No: R2197853

Swift Search Global Pte Ltd | EA No: 18C9495

Job Title: Priority Banking Relationship Manager
Location: Various Locations in Singapore
Salary: $5,000 - $7,300 (Basic) + Attractive Commission Package

About the Role:
Join an international bank as a Priority Banking Relationship Manager operating across Singapore. Be part of a globally recognized financial institution where your passion for sales and exceptional client service will be rewarded with a competitive basic salary and a generous commission structure. Work in a dynamic, fast-paced environment while helping clients achieve their financial goals.

Key Responsibilities:

• Maximize new business opportunities, referrals, and client acquisition to exceed sales targets.
• Conduct professional, consultative financial analysis and profiling sessions to understand and meet clients' financial needs and objectives.
• Provide clients with regular updates on market trends and insights into financial products, both locally and internationally.
• Collaborate with the Branch Manager/PTL to craft monthly action plans that align with business goals.
• Participate in marketing and promotional activities, source prospects, and conduct sales presentations to groups, clubs, and organizations.
• Deliver quality after-sales service, ensuring client retention and long-term satisfaction.
• Adhere to all regulatory guidelines and report suspicious activities to the Transaction Monitoring Unit.

What We’re Looking For:

• A Degree in Finance, Business, or related field.
• Minimum 3 years of experience in mass banking.
• A passion for building strong, meaningful client relationships and exceeding sales targets.
• Outstanding interpersonal and communication skills, with the ability to connect with diverse clients.
• A customer-first mindset with a genuine interest in helping others achieve financial success.

What We Offer:

• Competitive Basic Salary: $5,000 - $7,300 per month.
• Attractive Commission Package: Rewarding your performance and achievements.
• Career Growth: Opportunities for advancement in a globally recognized financial institution.
• Rewards and Recognition: Be part of a team that celebrates success and values innovation.

Ready to Take the Next Step?
If you’re passionate about making a difference in clients' lives and ready to unlock your earning potential, apply now!

Heng Xin Yun (Carol)

EA Reg No: R25126727

EA License No: 21C0434

Job Title: VIP Concierge / Relationship Manager

Job Description:

We are seeking a highly professional and service-oriented Concierge / Relationship Manager for members of a distinct private social club.

The ideal candidate will have a strong background in hospitality, relationship management of VIP clients in different capacity, coupled with event organizing and management experience.

This role will involve various responsibilities, including reception and floor management, membership sales, event planning and execution for members and exceptional member relationship management.

Candidates with strong self-initiative, attention to detail, ability to maintain and manage high-profile clients with the utmost discretion and professionalism will be considered.

Work Location: 5-minute walk from Clarke Quay MRT station

Employment Type: Full Time

Start Date: February 2025

Monthly Salary Range: 3200 - 4000

Responsibilities

• Front Desk: Ensure smooth operations within the club, providing an excellent customer experience.
• Member Sales: Manage and promote membership sales, event and product sales
• Event Execution: Assist in organizing and executing club events including both educational and recreational activities ensuring a seamless experience for attendees.
• Relationship Management: Maintain strong and healthy relationship with and among members, promote connections and care in whichever way members require

Requirements

• Background: Proven experience in a concierge, relationship manager, or similar role within hospitality, banking, or hotel sectors. Experience in managing high-end clubs, VIP lounges, or premium banking services.
• Sales Skills Strong sales background with the ability to drive membership sales and meet targets.
• Communication Skills Well-spoken, with strong interpersonal and customer service skills.
• Appearance Presentable with a professional demeanor.
• Personality Outgoing, kids loving, proactive, and capable of handling multiple responsibilities efficiently.

What We Offer:

• A supportive and vibrant work environment.
• Competitive salary and comprehensive benefits package.
• Opportunities for professional growth and career advancement.
• High-end working environment with exclusive clientele.

职位名称：VIP专员/关系经理

职位描述:
我们正在寻找一位高度专业且以服务为导向的VIP专员/关系经理，为一家私人社交俱乐部会员提供服务。

理想的候选人应具备酒店管理、高端客户关系管理的丰富经验，以及活动策划和执行的能力。

该职位包括多个职责范围. 包括接待和现场管理、会员销售、会员活动的策划和执行，以及卓越的会员关系管理。

我们欢迎具备强烈自我驱动力、注重细节、并能够以极高的保密性和专业精神维护和管理高端客户关系的候选人申请。

工作地点：从Clarke Quay MRT 站仅需步行5分钟

雇佣类型： 全职

开始时间： 2025年 2月

月薪范围： 3200 – 4000

职责：

• 前台 确保俱乐部运营顺畅，提供卓越的客户体验。
• 会员销售 管理和推广会员销售、活动及产品销售。
• 活动执行 协助组织和执行俱乐部活动，包括教育和娱乐活动，确保参与者拥有流畅的体验。
• 客户关系管理 维护与会员之间的良好关系，促进会员间的联系与关怀，根据会员需求提供支持。

任职详细：

• 背景: 拥有在高端会所、VIP 休息室或高端银行服务领域担任资深礼宾、关系经理或类似职位的经验。
• 销售技能: 具有强大的销售背景，能够推动会员销售并达成目标。
• 沟通能力: 口齿清晰，拥有良好的人际交往能力和客户服务技巧。
• 外表: 仪表端庄，具有专业的举止。
• 性格: 性格外向，喜爱儿童，积极主动，能够高效处理多项职责。

我们提供：

• 支持和激情丰富的工作环境。
• 具有比较专业的薪酬和维护奖励。
• 提供职业成长和生涯拖展。
• 高级和独一无二的工作环境和出色应用现场。

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.

Morgan Mckinley Pte Ltd

Claudia

EA Licence No: 11C5502

EAP Registration No: R2199597

Company Overview

LOOK CAPITAL is a registered and leading family office with a Capital Market Services license in Singapore, with AUM over 2 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 an Assistant Relationship Manager to work closely with our Relationship Managers. The individual will coordinate with internal teams and external service providers, assisting our Relationship Managers to deliver superior experience for our clients.

Key Responsibilities

1. Client Data Management: Assist client managers with multidimensional client data management and provide data analysis results as required by the client managers.
2. Support Client Account Openings: Assist client managers in handling account opening processes, swiftly and accurately preparing application forms. Communicate and coordinate with various departments and teams of partner institutions to follow up on the progress of account openings, ensuring a smooth process.
3. Client Event Coordination: Assist in planning and executing client events, including online seminars, closed-door roundtables, and exclusive activities.
4. Internal Communication and Coordination: Collaborate across departments to ensure seamless interaction between the Relationship department and other departments.
5. External Communication and Coordination: Coordinate with external service providers such as private banks, lawyers, and trust companies to meet the comprehensive needs of our clients.

Qualifications

1. Bachelor’s degree or above, preferably in Finance, Economics, Business, International Trade, or related fields.
2. Strong banking acumen and professional ethics, with at least 3 years of experience in private banking.
3. Fluent in both Chinese and English is required in order to process documents and liaise with counterparties in both languages.
4. Effective communication and coordination skills.
5. Highly meticulous and patient, capable of carefully checking and verifying materials to ensure the accuracy and completeness of documents.
6. Accountability of own work, proactively solving problems, and maintaining high work efficiency.
7. Experience in similar capacity or finance industry is preferred.

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.

This role is part of the Commercial Banking team at a leading local bank, which is looking to expand its relationship manager portfolio, with a focus on the F&B segment. (middle - large SME focus)

This position is ideal for individuals currently in commercial banking seeking a move.

About the Job:

• Manage and acquire a portfolio of medium and large SMEs within the F&B industry, providing tailored trade solutions.
• Maximize revenue growth from customers, including up-tiering opportunities.
• Hone your credit skills and ability to build strong customer relationships.
• Prepare credit propositions for approval and ensure smooth implementation, disbursement, and utilization of lines.
• Ensure timely completion of credit reviews.

Requirements:

• A strong team player who is driven, proactive, and maintains a positive attitude.
• At least 5 years of experience in relationship management and credit - in a commercial banking/middle market set up.
• Excellent communication skills.
• Results-oriented with a strong focus on customer satisfaction.

Responsibilities

• Prospect for new SME customers and pro-actively market our financial solutions to meet their needs
• Manage and service your portfolio of accounts
• Prepare credit proposals including financial analysis
• Generate and achieve revenue target assigned

Requirements

• Degree holder preferably from the business / finance / accounts discipline
• Highly self-motivated, confident, tenacious and results driven
• A self-starter and a team player
• Hardworking, good working attitude, perseverance and resilience
• Good writing, communication and interpersonal skills
• Good understanding of accounting and financial statements
• The successful candidates will be placed in different position level based on their working experiences/education level
• Only Singaporean

Job Highlights

• Competitive Remuneration Package
• Handphone Reimbursement
• Commission
• Training Provided
• 5-day work week

Interested candidate who meets the essential prerequisites, please apply with your detailed resume, stating current and expected salary and contact telephone number.

We regret that only shortlisted candidates will be notified.

Data Protection Notice – Your “personal data” (as ascribed by the Personal Data Protection Act 2012 of Singapore as amended, revised or re-enacted thereto from time to time (PDPA)) is collected and may be used and/or disclosed for the purpose of determining your suitability for a position with us. These personal data may be disclosed to entities or parties to whom disclosure of personal data is reasonably necessary for the stated purpose, including to verify or obtain additional information from education institutions and current/previous employers. The personal data of unsuccessful applicant may be retained to be considered for future job opportunities. If you provide us with any personal data relating to a third party (e.g. information of your dependent, spouse, children and/or parents), by submitting such information to us, you represent to us that you have obtained the consent of that third party to you providing us with their personal data (Third Party Personal Data) for the purpose stated in this Notice (Third Party Consent). We only collect and use personal data which are relevant. We seek your clear and unambiguous consent to the said collection, use and/or disclosure, and also, your confirmation regarding the Third Party Consent.

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

Are you keen to accelerate your career in banking? This is a rare opportunity to be part of a leading banking organization and be amongst global elite.

• Opportunity to move to the prestigious premier wealth management segment. Serve AI, HNW, UHNW offshore and onshore bank clientele.
• Provide advisory to priority clients on market trends, identity and communicate relevant investment opportunities.
• Understand the region's banking compliance requirements and adhere to the bank's compliance standards. What is it for? How is it relevant to the banking world at large?
• Build relationships with onshore and offshore high net-worth banking clients.
• Construct portfolios based on market data, market movements and trends. Achieve targeted returns for banking clients.

[Job ID: 401667]

Responsibilites:

• Analyze clients’ financial situations and recommend suitable banking products, such as loans, investments, and savings plans.
• 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
• 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

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.

Morgan Mckinley Pte Ltd

Claudia

EA Licence No: 11C5502

EAP Registration No: R2199597

[Job ID: 401667]

Responsibilites:

• Analyze clients’ financial situations and recommend suitable banking products, such as loans, investments, and savings plans.
• 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
• 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

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

Job Reponsibility:

• Establishing and cultivating business relations with Unlimit Group's clients and partners;
• Managing and nurturing an existing portfolio of key clients, providing operational support, and fostering strong client relationships;
• Conducting meetings with existing clients having representatives in APAC region;
• Collaborating closely with internal departments such as AML, Sales, Operations and Product Development teams in regard to customers experience and improvement of internal KYB/KYC systems and processes;
• Training of new client managers of the department which Unlimit Group plans to hire in APAC.

Candidate Profile:

• Relevant Bachelor Degree
• 3-5 Years Experience in similar industry and Job Nature
• Good Communication and Leadership Skills

Our client is a well-established international bank and has a strong presence in Asia. They are recruiting for Premier Relationship Managers to expand their business.

about the job

• Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.
• Manage the relationships with new and existing High Net Worth clients through professional consultative financial analysis.
• Required to execute good customer service while reaching to the database provided by the bank.
• To identify suitable financial solutions offered by the bank to meet client's financial goals.
• Ensuring all transactions are strictly compliant with audit and statutory guidelines

skills and experience required

• Minimum local diploma in any discipline.
• Minimum 3 years of retail banking experience will be advantageous.
• Strong knowledge of investment and insurance products.

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

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

EA: 91C2918 | R2198716

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

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)

LMA Recruitment is collaborating with a well-established international bank that has a strong presence in Asia. This bank provides a wide range of products and services to cater to the diverse needs of its customers. These offerings include various aspects of personal banking, business banking, and wealth management. They are currently seeking a high-calibre professional Relationship Manager (Onshore).

About The Job

• Contribute to the bottom line of Premier Banking through the accomplishment of profit and growth targets.
• Working closely with other members of the Wealth Management team, such as investment, insurance, and treasury specialists to provide holistic solutions to onshore banking premier clients
• Manage the relationships with new and existing High Net Worth clients through professional consultative financial analysis.
• Required to execute good customer service while reaching the database provided by the bank.
• To identify suitable financial solutions offered by the bank to meet the client's financial goals.
• Ensuring all transactions are strictly compliant with audit and statutory guidelines

Skills And Experience Required

• The successful candidate has strong academic qualifications and 2+ years of work experience in Wealth Management with a proven track record of managing clients' portfolio (Retail to Premier banking)
• Strong understanding of financial markets and investment products
• Strong interpersonal relationship skills to be able to work individually as well as to collaborate with stakeholders to meet the needs of these clients
• To be considered for this role, the relevant rights to work in Singapore is required.

Company Reg No.: 201131609D | License No.: 24S2411 | Reg No: R1110891 | Hema

Job Responsibilities:

- Create job posting on different social media platforms

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

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

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

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

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

Job Requirements:

- Excellent interpersonal and communication skills

- Achieving and maintaining targets

- Strong sense of responsibility

- Able to work in a fast-paced environment

- Candidates with prior experiences in manpower outsourcing will be advantageous