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.

Job Description

• Dealing with all range and multi brand of vehicles/passenger's car which include diesel & petrol engine as well as electric vehicles/passenger's car in regard to sales and/or rental activities
• Acquire sales with new and existing clients to meet targeted sales objectives
• Identify/Build/Expand new clients base to achieve sales opportunities
• Purchase all types of pre-owned vehicles/passenger's car for inventory replenishment
• Follow-up/Develop sales lead to achieve monthly sales target
• Attend to sales inquiries
• Resolve customer complaints/issues
• Maintain a proactive relationship with existing/new customers
• Arrange for regular meetings with Corporate clients
• Develop relationships for both new and existing customers
• Submit Report on weekly and monthly sales activities

Requirements

• Good interpersonal and communication skills (both in spoken and written)
• Minimum 2-3 years of experience in vehicle/passenger's car sales
• Positive attitude, willingness to learn and hungry for sales
• Good team player, KPI driven and self motivated
• Resilience, Resourceful and Sale-Oriented
• Experience in automotive industry would be an added advantage
• Willing to work on weekend and public holiday

We are a family office for a local ship bunker in Singapore. We also have an investment arm that allows High Nett Worth individuals and institutions to investment into our Real Estate, Shipping and Private credit funds.

Role Description

This is a full-time on-site role for an Investment Client Relationship located in Singapore. The Investment Client Relationship will be responsible for managing and servicing a portfolio of our clients, as well as identifying new business opportunities to grow the client base. The Investment Client Relationship will also work closely with other teams to develop investment solutions tailored to the clients' needs, and keep up-to-date with market trends and industry news.

This is mainly a sales role and candidates should possess below requirements.

• Candidate must already have a pool of accredited investors.

• At least some form of experience in investment management, financial planning, portfolio management or related fields

• Proven record of effectively guiding clients through investment processes while managing expectations will be preferred.

• Excellent communication skills, including both verbal and written

• Strong knowledge of the financial market trends, investment products and strategies

• Bachelor’s degree in Finance, Economics or related field.

Working hours: Mon to Fri, 9:30am to 6:30pm

Six Rivers Recruitment is a recruitment agency focusing on sourcing and placement of WP and Spass holders from India and Bangladesh. We are looking for charismatic individuals to expand our client base and form the backbone of our company.

Client Relationship (CR) Executives will be expected to source for companies which need foreign manpower, through cold calls, emails, visits to companies or through personal contacts. Once a client-company relationship has been established, Executives are required to provide excellent customer service and maintain a good relationship.

CR Executives will not be required to report to a physical office, but must accompany management personnel for client visits when required. CR Executives will be required to provide status updates to management via online meeting platforms or Whatsapp, and must do so promptly and accurately.

CR Executives will be rewarded with a percentage of the earnings for successful worker placements ie. worker arrives in Singapore. Those who exceed targets will be further rewarded. The performance of the company will determine the annual bonus amount, with star performers getting a larger slice of the bonus pie.

Requirements:

1. A customer-centric attitude, willing to go the extra mile to provide excellent customer care.

2. Decent spoken and written communication skills. Good English is a must, and good grasp of any other language is a plus.

3. Self-driven and independent.

4. Having previous experience working as a company HR dealing with foreign workers, or experience as a staff at an employment agency is a plus.

We are a family office for a local ship bunker in Singapore. We also have an investment arm that allows High Nett Worth individuals and institutions to investment into our Real Estate, Shipping and Private credit funds.

Role Description

This is a full-time on-site role for an Investment Client Relationship located in Singapore. The Investment Client Relationship will be responsible for managing and servicing a portfolio of our clients, as well as identifying new business opportunities to grow the client base. The Investment Client Relationship will also work closely with other teams to develop investment solutions tailored to the clients' needs, and keep up-to-date with market trends and industry news.

This is mainly a sales role and candidates should possess below requirements.

• Candidate must already have a pool of accredited investors.

• At least some form of experience in investment management, financial planning, portfolio management or related fields

• Proven record of effectively guiding clients through investment processes while managing expectations will be preferred.

• Excellent communication skills, including both verbal and written

• Strong knowledge of the financial market trends, investment products and strategies

• Bachelor’s degree in Finance, Economics or related field.

Working hours: Mon to Fri, 9:30am to 6:30pm

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

THE COMPANY

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

JOB RESPONSIBILITIES

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

JOB REQUIREMENTS

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

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

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

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

EA Licence 18C9105

EA Reg R1105305

We are a family office for a local ship bunker in Singapore. We also have an investment arm that allows High Nett Worth individuals and institutions to investment into our Real Estate, Shipping and Private credit funds.

Role Description

This is a full-time on-site role for an Investment Client Relationship located in Singapore. The Investment Client Relationship will be responsible for managing and servicing a portfolio of our clients, as well as identifying new business opportunities to grow the client base. The Investment Client Relationship will also work closely with other teams to develop investment solutions tailored to the clients' needs, and keep up-to-date with market trends and industry news.

This is mainly a sales role and candidates should possess below requirements.

• Candidate must already have a pool of accredited investors.

• At least some form of experience in investment management, financial planning, portfolio management or related fields

• Proven record of effectively guiding clients through investment processes while managing expectations will be preferred.

• Excellent communication skills, including both verbal and written

• Strong knowledge of the financial market trends, investment products and strategies

• Bachelor’s degree in Finance, Economics or related field.

Working hours: Mon to Fri, 9:30am to 6:30pm

Are you passionate about connecting with communities and creating memorable experiences? Do you want to represent one of the world’s most iconic sports organizations? Real Madrid Foundation Football & Basketball School is seeking a dynamic and dedicated Community Relationship & Experience Executive to foster strong relationships and enhance the experience of our participants and stakeholders.

About Us

Real Madrid Foundation Football & Basketball School is dedicated to nurturing young athletes while instilling the values of Real Madrid. Through our specialized football and basketball programs, we empower students to reach their full potential both on and off the field.

Your Role

As a Community Relationship & Experience Executive, you will be the bridge between our school and its stakeholders, ensuring strong community ties and delivering exceptional experiences for participants. You will play a vital role in building relationships, managing events, and enhancing customer satisfaction.

Key Responsibilities

• Build and maintain strong relationships with parents, students, and community partners.

• Act as a brand ambassador, promoting the values and mission of the Real Madrid Foundation.

• Develop and implement initiatives to engage and grow the school’s community.

• Plan and execute events, workshops, and outreach programs to enhance stakeholder experiences.

• Address feedback and concerns, ensuring high levels of satisfaction.

• Collaborate with internal teams to deliver seamless program operations.

• Maintain accurate records of interactions and community engagement activities.

What We’re Looking For

• Excellent interpersonal and communication skills.

• Experience in community engagement, customer relations, or event management.

• A passion for sports and working with diverse communities.

• Strong problem-solving abilities and attention to detail.

• Ability to work independently and collaboratively in a fast-paced environment.

• Proficiency in Microsoft Office; experience with CRM tools is a bonus.

Why Join Us?

• Be part of a globally recognized brand that transforms lives through sports.

• Contribute to meaningful initiatives that inspire young athletes and communities.

• Enjoy a supportive, energetic, and collaborative work culture.

• Opportunities for career development and personal growth.

How to Apply

If you’re excited to make a difference and create impactful experiences, we’d love to hear from you! Send your resume and cover letter to [email protected] with the subject line: Application for Community Relationship & Experience Executive.

Be a part of the Real Madrid Foundation Football & Basketball School and help us build stronger communities through the power of sport!

Fresh graduates welcome.

Kinwei Technology Group Pte Ltd is a general distributor of SK Hynix which is a leading DRAM manufacturer worldwide. To cope with the expansion need, we are looking for a dynamic talent to join our growing team.

Location: Close to Ubi MRT/ Ubi Road 2

Working hours: 9 am to 6 pm (Monday to Friday)

Responsibilities:

1. Perform Customer Service Relationship matters and liaison with the Warehouse in Hong Kong.
2. Procurement from vendor and perform quotations to customer.
3. Handle escalation, dispute and issue raised by customer or vendor.
4. Co-ordinate with oversea agents & shipper for arranging shipments
5. Ensure SOP compliance by overseas agent and customer specific SOPs.
6. Update shipment data into systems.
7. Co-ordinationwith contactor for transport pick up and deliveries
8. Verification of the completeness and accuracy of all forwarding documents, including obtain dangerous goods approval from carrier where necessary.
9. Correspond and follow up on emails timely.
10. Other ad-hoc duties as assigned.

Requirement:

• Diploma/ degree in related discipline
• Minimum 1 years of experience within the trading industry (preferred; not a must)
• Candidates with good knowledge of Singapore FRS preferred
• Hands-on experience in managing overall CRS functions
• Proficient in Microsoft Excel
• Bilingual is must (mandarin & english).
• Good knowledge and familiar with ERP software is a plus
• Able to work independently

Focus Rentals is a Gofleet (Gojek) partner that specialises in Private Hire Car rentals. Join an ambitious and growing team, with collegial working environment!

We are seeking for a motivated and customer-focused individual to join our team as Sales and Relationship Executive. Your primary objective will be to maximize sales and revenue growth through effective customer relationship management and sales strategies.

Responsibilities

• Actively seek out new customers and business opportunities to achieve sales targets.
• Set up appointments, and deliver appropriate presentations on products and services.
• Negotiate and close deals, and handle complaints or objections.
• Collaborate with team members to meet sales targets.
• Manage the relationship with newly-onboarded and existing customers.
• Ensure high levels of customer satisfaction through excellent service delivery.

Qualifications

• Self-motivated and goal-oriented, desire to deliver results
• Team player and customer-oriented
• Passionate about sales, interested in mobility sector
• Ability to adapt and grow in a competitive environment
• No specific education requirements -- we're looking for hustle!
• Bilingual/multi-lingual would be advantageous

Benefits

• Competitive remuneration package (Base + Commission)
• Medical and dental coverage
• In house gym corner
• Exclusive staff petrol discount

Job Description

• Dealing with all range and multi brand of vehicles/passenger's car which include diesel & petrol engine as well as electric vehicles/passenger's car in regard to sales and/or rental activities
• Acquire sales with new and existing clients to meet targeted sales objectives
• Identify/Build/Expand new clients base to achieve sales opportunities
• Purchase all types of pre-owned vehicles/passenger's car for inventory replenishment
• Follow-up/Develop sales lead to achieve monthly sales target
• Attend to sales inquiries
• Resolve customer complaints/issues
• Maintain a proactive relationship with existing/new customers
• Arrange for regular meetings with Corporate clients
• Develop relationships for both new and existing customers
• Submit Report on weekly and monthly sales activities

Requirements

• Good interpersonal and communication skills (both in spoken and written)
• Minimum 2-3 years of experience in vehicle/passenger's car sales
• Positive attitude, willingness to learn and hungry for sales
• Good team player, KPI driven and self motivated
• Resilience, Resourceful and Sale-Oriented
• Experience in automotive industry would be an added advantage
• Willing to work on weekend and public holiday

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

Job Responsibilities:

• Adhering compliance of the client's and Compass Group Singapore policies and procedure
• Provide a “best in class” service to all clients
• Conduct a professional and friendly customer service to ensure to answer customer and occupant queries around general Client information such as internal departments, locations/way finding and contact and timings of spaces within the building
• To assist with functions / events, to ensure visitors expectations are met and exceeded prior to, during and assist to gather post event feedback
• Executes conference room and event space set ups
• Ensure meeting space are set up before every meeting
• Ensure equipment, amenities and conference room facilities with defects are raised as work orders to relevant departments
• Ensure that the reception area is clean, clear from health & safety hazards and the desk and team look professional and in accordance grooming standards
• Answer the telephone in a professional defined manner
• Escorts clients and visitors to the meeting rooms
• Takes Beverage requests for meetings and sessions
• Coordinate beverage requests with Tea Ladies
• Coordinate with external vendors to be able to propose interesting campaigns/events and/or roadshows that will be of benefit to Client staff and their visitors
• Know key transport routes to major locations including the other Client sites, the airport and key areas around Singapore.
• Assisting with taxi bookings or providing shuttle bus info
• Ensure these customers arrival and welcome is professional and their first entry point is engaging
• Assist with Visitor collection and updating of relevant databases.
• Manage all meeting room bookings in EMS and Outlook calendar
• Assist in ad hoc/urgent meeting room bookings via Outlook CMS (Client Meeting Services).
• Handle requests for room set-up on meetings, trainings, road shows, and functions
• Update and verify accuracy of Outlook calendar for Events, Meetings and Workshops
• Maintain meeting rooms/conference facilities clean, tidy and setup as per requirements
• Ensure for any events, the event service delivers a total end to end service experience and proactive approach taken to conference/event service change requests or support
• Be the main contact support for all visitors to the site, executing defines emergency and
  evacuation protocols
• Administrate Front of House monthly reports and provide analysis of results. From the trends,
  create experiences and/or process improvements on a continuous basis
• Complete any in-person learning or eLearning assigned by client, CBRE and Compass in a
  timely manner
• Assist Hospitality Operations Manage with Back of House coordination, communication, and
  operations
• Report any faulty equipment manage by Compass with it’s respective vendors
• Manage and submit Compass vendor’s Permit to Work on site
• Any other duties as assigned by the Hospitality Operations Manager

Health and Safety Responsibilities:

• Adhere to Compass Singapore HSE and client’s systems and procedures
• Follow all Emergency Response plans on site
• Follow procedures for identifying, assessing and controlling hazards and risks
• Adhere to and always maintain food handling standards and food safety plan
• Participate and complete any client, CBRE and Compass HSE trainings assigned

Job Requirements:

• Candidate must possess at least O Level / Diploma / Advanced / Higher / Graduate Diploma
• Minimum 1 - 3 years’ experience in reception in a hospitality and/or corporate environment required
• Experience handling executive club lounge would be advantage
• Must present a professional and friendly image
• Demonstrates proactive & professional approach to customer service
• Ability to confidently interact with all levels of the organisation from CEO to cleaning contractors
• Able to work independently

about the company

Our client is a well-known and established regional bank with large assets with global branches and a strong client network in Singapore and APAC region. The corporate banking team handling commodities and trade financing has an approved headcount for an RM.

about the job

• Maintaining and strengthening client relationships via client visits and calls, and structuring solutions to maximise business opportunities
• Underwrite credit proposals and renewals promptly, handle loan documents emphasizing key risks and mitigation strategies.
• Handle KYC/AML/credit risk and credit ratings
• Identify cross-selling opportunities to maximize business returns and handle clients business needs, transactions and queries
• Liaise with local stakeholders & overseas branches

about the manager / team

Part of a stable team, this role reports to the Team Lead.

skills & experience required

• Degree in Accountancy, Business Management, Banking & Finance and Economics
• At least 3 years of experience as a Relationship Manager in Corporate Banking
• Knowledge in trade finance, syndicated loans, commodities financing
• Experience in credit analysis, financial spreading, able to read and interpret financial statements

To apply online please use the 'apply' function, alternatively you may contact Judy at judy.low[@]randstad.com.sg or drop me a message on LinkedIn at https://www.linkedin.com/in/judy-low-bb09619a

(EA: 94C3609/ R22110790)

Principal Responsibilities:

• Develop and manage a Premier customer base, building long-term relationships with an assigned portfolio of clients.
• Oversee the total wealth of clients, matching financial and investment product solutions to their needs.
• Demonstrate a genuine interest in customers, helping them achieve their financial goals.
• Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.
• Promote Premier services to potential clients, explore their needs, and refer them to relevant business units when necessary.

Requirements:

• University-level education, preferably in finance, business, or a related field.
• >4 years of experience in a client-facing environment within banking with strong relationship-building skills.
• Proven sales ability with a customer-centric approach and excellent communication and interpersonal skills.
• A strong understanding of financial markets and a genuine interest in staying informed.
• A mature, independent mindset with the ability to perform effectively under pressure.
• Relevant CMFAS cartificates

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

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

Location: 3 mins walk from Newton MRT
Working Hours: Mon- Fri 9am- 6pm
Basic UP $5000 + $60 mobile allowance + 2 times Bonuses

Job Responsibilities

• Seek out potential clients and business prospects for secured lending (Property).
• Actively promote the company's range of financial products and offer guidance on loans to address customer financing requirements.
• Maintain steady growth and achieve pre-set business targets.
• Proactive monitoring of portfolio accounts to achieve maximum profitability and identify new business opportunities.
• Strengthen involvement with key partners and proactively build and manage long-term partnerships
• Prepare credit proposals involving financial analysis.
• Partake in sales and marketing activities in generating prospects.
• Identify, develop, and implement marketing strategies to maintain competitiveness.

Requirements

• Diploma or Degree in Business Management, Finance or related fields.
• Minimum 2 years working experience in the account management, sales or sales support roles
• Candidates should have SME loan experience and relevant contacts (with SMEs and Loan brokers) to source for loan deals.
• Strong acquisition, confidence and result oriented to work well under pressure.
• Meticulous in documentation work
• Experience in term loans and mortgage loans is a plus

All Successful candidates can expect a very competitive remuneration package and a comprehensive range of benefits.

Kindly email your resume in a detailed Word format

We regret that only shortlisted candidates will be notified

People Profilers Pte Ltd

Tel: 6950 9754

EA Registration Number: R22110899

EA License number: 02C4944

EA Personnel: Celeste Wong Xin Yann

You will be part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB's mass-affluent customers. You are expected to achieve individual sales targets while ensuring accurate and timely completion of the entire sales and compliance process.

• Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of UOB’s clients
• Develop and deepen relationships with clients who have been assigned to you
• Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)

Job Requirements:

• A recognised university degree
• At least 1 year of relevant financial advisory experience gained in the banking and/or financial services sectors; experienced candidates would be considered for a more senior position
• Good knowledge of wealth management & investment products
• Results-oriented, dynamic and self-driven
• Competent in engaging and managing internal and external clients
• Proven ability to exceed sales target
• Resourceful and able to work with minimal supervision

[Job ID: 401667]

Responsibilities:

• Build and maintain strong, long-lasting relationships with individual and business clients, understanding their financial needs and goals.
• Provide expert advice on a wide range of banking products and services, including savings and investment accounts, loans, mortgages, and wealth management solutions.
• Proactively identify new business opportunities and cross-selling opportunities to drive revenue growth and meet sales targets.
• Conduct regular client meetings to review their financial portfolios, address concerns, and recommend suitable banking solutions.
• Ensure timely follow-up with clients, ensuring their needs are met and any issues or concerns are addressed promptly.
• Develop and implement strategies to retain existing clients and attract new business through referrals and networking.
• Collaborate with other departments (e.g., credit, operations, and risk management) to ensure a seamless service experience for clients.
• Monitor the market and industry trends to stay up-to-date with competitor offerings and identify opportunities for differentiation.
• Manage and oversee clients' accounts, ensuring that all transactions comply with relevant regulations and internal policies.
• Handle client inquiries and resolve issues related to banking services, providing exceptional customer service at all times.

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 Managers #HMS

Asia Square

can start in feb 2025

up to 5k

No experience required as training will be provided

• 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.

How to Apply: Send your resume to:

[Job ID: 401769]

Key Responsibilities:

• Build and manage strong, long-term relationships with high-net-worth individuals (HNWIs), understanding their financial goals, aspirations, and personal circumstances.
• Provide personalized financial advice, including investment management, wealth structuring, tax optimization, retirement planning, and estate planning.
• Develop and implement tailored financial strategies that align with clients' objectives, ensuring a holistic approach to wealth management.
• Proactively identify opportunities for cross-selling and upselling banking products and services, including lending solutions, insurance, and investment opportunities.
• Conduct regular reviews of clients' portfolios, providing updates, performance analysis, and recommendations for adjustments based on market conditions and clients' changing needs.
• 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

We are looking for a Relationship Manager to join our growing organization. The Relationship Manager is expected to actively expand HNW business through various sources. He/She will be actively bonding with clients in identifying their financial needs and providing suitable wealth solutions, while complying to full compliance as set by regulatory bodies.

Job highlights

• Basic salary + quarterly commission + attractive incentive
• Attractive recurring income scheme
• Fast promotion path to Team Head
• Friendly and flexi work environment

Job Description:

• To build and preserve trusting bonds with our customers
• Establish and manage relationship with HNWI customers from our group company
• Provide quality services to clients, handling their needs and enquiries
• Manage the total wealth of our clients by matching our financial and investment product solutions to their needs
• Acquire, develop and maintain new clients

Requirements

• Diploma/ Degree holder with at least 3 years of business development /sales/client acquisition experiences from wealth management nature
• Strong HNW clients sources with proven track record
• Good knowledge in financial products
• CMFAS certification (M5, M6, M6A, M8, M8A, M9, M9A & HI) will have added advantage
• Driven and self-motivated individual who has passion to excel in sales
• Good command of both Mandarin and English (to handle English and Mandarin speaking clients)
• Willing to travel occasionally

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

5 days (including 1 Sat or Sun)
Weekdays 10am - 8pm
Weekends 10am - 5pm

Location: Jurong

Basic + Incentive!

Responsibilities

• Assisting and performing all incoming documentation check to ensure consistency and compliance to process
• Adherence to system process, updating and administrative support
• Handle enquiry calls and emails
• Preparation and disbursement of loans
• Assess and review of loan agreements
• Any other ad-hoc duties

Please submit your updated resume by using the APPLY NOW BUTTON

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We regret to inform that only shortlisted candidates would be notified

We wish you all the best in your career search.

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RD Trusted Partners Pte Ltd| EA License No.: 24C2352

Chee Wei Qian (Sandy) | EA Personnel No.: R24125920