[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

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.

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)

about the job

• Growing the wealth of high net-worth individuals and providing professional services for their banking needs; including insurance and investment across the following markets ((North Asia, Malaysia, Indonesia, ROW, India market etc.)

about the manager/team

Working alongside a competent team, you will have to opportunity to grow in the banking space.

skills and experience required
A degree is minimally required with 3 years of experience in the Banking & Finance Industry. Importantly, you should come with good track record in sales/current portfolio of clients.

To apply online please use the apply function

(EA: 94C3609/ R21103354)

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 ID : 613627

Key Responsibilities

• Actively acquire and prospect new Premier Banking customers from the offshore market(Indonesia)
• Develop and strengthen client relationships with the Bank to achieve business objectives and growth targets.
• Contribute to the success of Premier Banking through the accomplishment of sales and profit goals.
• Manage relationships with new and existing affluent customers through professional consultative financial analysis.
• Provide regular market updates, insights, and financial planning solutions tailored to clients' needs.
• Promote and cross-sell a wide range of banking products, including investment products such as unit trusts, bancassurance, and treasury solutions.
• Deliver superior customer service to enhance the overall customer experience.

Requirements

• Minimum of 3 years of sales experience in the banking and financial services industry, preferably managing affluent clients from the OFFSHORE market.
• Proven track record of consistent sales performance.
• Recognized university degree with relevant certifications (e.g., CMFAS certifications: RES1A, RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
• In-depth knowledge of banking products, including investment and insurance products.
• Strong interpersonal and communication skills, with the ability to engage and consult effectively.
• A proactive mindset, with the ability to work independently and collaboratively within a team.
• Demonstrates creativity, initiative, and the drive to achieve sales quotas and revenue targets.

Additional Information

• Willingness to travel for client engagement and business development.

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

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

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

[Job ID: 520708]

The Banking Relationship Manager is responsible for managing and growing the bank’s relationships with individual in the Malaysian market. This includes offering tailored banking solutions, identifying new business opportunities, cross-selling products, and ensuring the highest level of customer satisfaction.

Key Responsibilities:

• Build, maintain, and enhance long-term relationships with both new and existing clients.
• Serve as the primary point of contact for clients, addressing inquiries and resolving issues promptly.
• Understand clients’ financial goals and needs to provide personalized banking solutions.
• Identify new business opportunities to acquire high-net-worth clients
• Promote and cross-sell a range of banking products and services including loans, deposits, wealth management, and credit services.
• Meet and exceed sales targets and KPIs related to product uptake and client growth.
• Provide expert financial advice and guidance to clients, considering their specific financial needs and risk tolerance.
• Advise clients on wealth management, investments, and other banking solutions in line with the bank's offerings.
• Assist in the assessment and management of the credit risk for clients.
• Conduct thorough due diligence and ensure proper documentation for all new accounts and loans.
• Stay updated on market trends, economic changes, and regulatory updates that may impact clients and banking operations.
• Provide regular reports on client activities, sales performance, and market insights.
• Ensure clients receive top-tier service through proactive follow-ups and addressing any concerns.
• Resolve customer complaints or issues with efficiency, maintaining high client satisfaction levels.

Requirements:

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

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

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

EA Personnel Name: Sandy Ng Mei Qi

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

[Job ID: 520708]

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

Responsibilities:

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

Requirements:

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

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

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

EA Personnel Name: Sandy Ng Mei Qi

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

Job Responsibilities:

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

Job Requirements:

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

HOW TO APPLY:

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

We regret only shortlisted candidates will be notified.

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

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

Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Lee Jun Siong (Johnson)

EA Personnel Reg No: R24120242

The successful incumbent will be responsible for providing excellent service for a dedicated group of investors, and will be the centre of a servicing ‘gold standard’. The key areas will cover all aspects of Wealth Management and in managing private client relationships which will incorporate transaction execution, investment analysis and other client services.

A brief description of responsibilities as follows:

• Supporting the Client Advisers to provide excellent service to high net worth clients & investors, maintaining a high standard of service quality in all work and output
• A strong understanding of complex client requirements, acting as the clients’ key interface in direct interactions and communication
• Partnering Client, Business Support and Third-Party Service Providers to ensure smooth and prompt transaction processing & service delivery of client requirements
• Provide market updates to clients, prepare client statement and reports related to the portfolio, as well as specific product performance
• Receive and execute trade orders in a timely and accurate manner through to settlement
• Prepare investment reviews and periodic portfolio reviews, which include portfolio rebalancing and asset allocation calibration
• Responsible for the operation and maintenance of in-house funds
• Initiating account openings and ensuring completion of all initial and ongoing documentation requirements
• Perform Periodic due diligence and ensure relevancy of clients’ documentations
• Responsible for proper maintenance of CRM system, working closely with external provider on troubleshooting and system improvements
• Adhering to the MAS regulatory requirements and achieving compliance standards at all times.

Skill Requirements of the Position

Personal and Social

Must be a strong team player and possess excellent inter-personal skills, with an ability to integrate quickly into an established team and communicate closely with team members, most importantly with the firm’s clients and investors.

The incumbent will be expected to show initiative, be assertive and highly independent in their work. Strong communication skills, a highly pleasant demeanour, the ability to take on responsibility and ownership are must haves.

Professional and Technical

A keen interest in the regional wealth management industry – an aptitude to service the needs of UHNW/HNW clients: mainly Expatriate, Singaporean, Malaysian, and other client groups is essential.

Sound knowledge of banking products and services including investment products such as mutual funds, equities, bonds, ETF’s and treasury products. Proficiency with financial tools such as Bloomberg and Microsoft Excel required. Knowledge in VBA and other programming language such as SQL preferred.

The incumbent must have strong analytical, written and spoken English skills, Mandarin language skills are a bonus. Relevant banking &/or finance qualifications will be highly regarded.

Regulatory Requirement

All necessary qualifications as required by the MAS must be acquired within a 6month period from commencement of employment.

[Job ID: 520708]

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

Responsibilities:

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

Requirements:

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

Job Responsibilities:

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

Requirements:

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

HOW TO APPLY:

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

We regret only shortlisted candidates will be notified.

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

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

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

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

Key Responsibilities

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

Requirements

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

Why Join Us?

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

Job ID:613624

Key Responsibilities

• Actively acquire and prospect new Premier Banking customers from the offshore market(Malaysia)
• Develop and strengthen client relationships with the Bank to achieve business objectives and growth targets.
• Contribute to the success of Premier Banking through the accomplishment of sales and profit goals.
• Manage relationships with new and existing affluent customers through professional consultative financial analysis.
• Provide regular market updates, insights, and financial planning solutions tailored to clients' needs.
• Promote and cross-sell a wide range of banking products, including investment products such as unit trusts, bancassurance, and treasury solutions.
• Deliver superior customer service to enhance the overall customer experience.

Requirements

• Minimum of 3 years of sales experience in the banking and financial services industry, preferably managing affluent clients from the OFFSHORE market.
• Proven track record of consistent sales performance.
• Recognized university degree with relevant certifications (e.g., CMFAS certifications: RES1A, RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
• In-depth knowledge of banking products, including investment and insurance products.
• Strong interpersonal and communication skills, with the ability to engage and consult effectively.
• A proactive mindset, with the ability to work independently and collaboratively within a team.
• Demonstrates creativity, initiative, and the drive to achieve sales quotas and revenue targets.

Additional Information

• Willingness to travel for client engagement and business development.

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

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

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

about the client

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

about the job

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

skills and experience

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

The successful incumbent will be responsible for providing excellent service for a dedicated group of investors, and will be the centre of a servicing ‘gold standard’. The key areas will cover all aspects of Wealth Management and in managing private client relationships which will incorporate transaction execution, investment analysis and other client services.

A brief description of responsibilities as follows:

• Supporting the Client Advisers to provide excellent service to high net worth clients & investors, maintaining a high standard of service quality in all work and output
• A strong understanding of complex client requirements, acting as the clients’ key interface in direct interactions and communication
• Partnering Client, Business Support and Third-Party Service Providers to ensure smooth and prompt transaction processing & service delivery of client requirements
• Provide market updates to clients, prepare client statement and reports related to the portfolio, as well as specific product performance
• Receive and execute trade orders in a timely and accurate manner through to settlement
• Prepare investment reviews and periodic portfolio reviews, which include portfolio rebalancing and asset allocation calibration
• Responsible for the operation and maintenance of in-house funds
• Initiating account openings and ensuring completion of all initial and ongoing documentation requirements
• Perform Periodic due diligence and ensure relevancy of clients’ documentations
• Responsible for proper maintenance of CRM system, working closely with external provider on troubleshooting and system improvements
• Adhering to the MAS regulatory requirements and achieving compliance standards at all times.

Skill Requirements of the Position

Personal and Social

Must be a strong team player and possess excellent inter-personal skills, with an ability to integrate quickly into an established team and communicate closely with team members, most importantly with the firm’s clients and investors.

The incumbent will be expected to show initiative, be assertive and highly independent in their work. Strong communication skills, a highly pleasant demeanour, the ability to take on responsibility and ownership are must haves.

Professional and Technical

A keen interest in the regional wealth management industry – an aptitude to service the needs of UHNW/HNW clients: mainly Expatriate, Singaporean, Malaysian, and other client groups is essential.

Sound knowledge of banking products and services including investment products such as mutual funds, equities, bonds, ETF’s and treasury products. Proficiency with financial tools such as Bloomberg and Microsoft Excel required. Knowledge in VBA and other programming language such as SQL preferred.

The incumbent must have strong analytical, written and spoken English skills, Mandarin language skills are a bonus. Relevant banking &/or finance qualifications will be highly regarded.

Regulatory Requirement

All necessary qualifications as required by the MAS must be acquired within a 6month period from commencement of employment.

Key Responsibilities:

• Coverage for a portfolio of banks/NBFI in Singapore and in the RCEP region.
• Pitching for cash, trade, loans, treasury and capital markets products which include collaborating with internal stakeholders, head office and its overseas branches to deliver high quality services and solutions.
• Experience in loan syndication origination/ trade finance products / participation in the banks/NBFI segment would be an added advantage.
• Prepare detailed credit applications - including financial analysis, credit risk evaluation, annual account review and continuous credit monitoring in order to maintain a robust and profitable portfolio.
• Ensure regulatory compliance is met and practices are in line with Bank’s policy guidelines.
• Prepare information memo, executive summaries and other reports for Parent Bank’s financial and regulatory submission process.
• Ensure all required covenant provided such are in place throughout the life of the syndicated loan.
• Manage clients’ ongoing activities and enquiries on accounts and transactions.
• Able to formulate system and work processes and process improvements for a holistic approach to operational and projects’ requirements.
• Ensure all terms and conditions precedent of facility agreement are met before execution of any requests from borrower.
• Co-ordinate / Participate and Support various enhancement projects such as procedure enhancement, formulation or ad-hoc projects.

Requirements:

• Degree holder in Business Administration, Finance, Economics, Accounting or other related discipline.
• Act as liaison to support Treasury/ Accounting through holistic balance sheet analysis and funding modeling.
• Good understanding of market practice in Syndication Loan Administration and Operations, especially with Syndication Agency roles would be more preferred.
• In-depth knowledge in financial documents, and good ability to interpret legal documents.
• Familiar with credit evaluation process, loan accounting and policy
• Prepare reporting for various internal and external constituents.
• Knowledge of credit analysis and strong client network will be an advantage.
• Self-starter possessing at least 5 years of relevant FI or credit analysis experience in large banks or non-bank financial institutions is preferred.
• Sharp business acumen and proficient in capital markets products knowledge, as well as acutely attuned to loan market information/trends.
• Excellent communication skills with ability to work under pressure.
• Good team player who is driven, pro-active with positive attitude and comfortable with a dynamic environment.
• Above 3 years of Trade Finance experience specialising in Documentary Business is preferred.

HOW TO APPLY:

If you are a team player, meticulous & organized, and more importantly, believe that YOU CAN MAKE A DIFFERENCE, we would like to hear from you.

Submit your application by emailing a detailed copy of your updated Resume in MS Word Format to Izz Lokman (EA Personnel Reg. No. R24124828, Achieve Career Consultant Pte Ltd EA Licence No. 05C3451) by clicking the “Apply Now” or contact Izz at 89193200 for a confidential discussion.

Please indicate the below information in your resume:

• Current & Expected salary
• Reason(s) for leaving
• Notice Period / Availability to commence work

YOUR SUCCESS IS OUR ACHIEVEMENT!

[Job ID: 520708]

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

Responsibilities:

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

Requirements:

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

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

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

EA Personnel Name: Sandy Ng Mei Qi

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

Are you looking to elevate your career in corporate banking? We have an exciting opportunity for an experienced Corporate Banking Relationship Manager specializing in aviation, shipping, and transportation industries. Join a globally recognized financial institution that values innovation, collaboration, and delivering exceptional client solutions.

This role is tailor-made for candidates passionate about corporate banking, with expertise in aviation finance, shipping finance, and transportation finance. You will manage a portfolio of high-value corporate clients, drive business development, and deliver innovative financial solutions, including ESG loans, treasury products, and trade finance services.

Positions Available: Assistant Vice President (AVP) & Vice President (VP)

1. Assistant Vice President (AVP) – 5 to 8 years of experience
2. Vice President (VP) – 8 to 15 years of experience

Both roles offer opportunities to work on innovative financial solutions, including ESG loans, syndicated deals, and asset-backed financing, while managing and growing a portfolio of high-value clients.

Key Responsibilities

• Portfolio Management: Manage and grow relationships with clients in the aviation, shipping, and transportation sectors.
• Deal Structuring & Execution: Originate and execute bilateral and syndication deals, including structuring ESG-related loans and asset-backed financing.
• Cross-Selling Financial Solutions: Promote treasury products, trade finance, and investment banking services to clients.
• Credit and Risk Analysis: Conduct in-depth financial modeling, credit application reviews, and risk assessments.
• Client Engagement: Collaborate with internal and external stakeholders to deliver end-to-end financial solutions.

What We’re Looking For

• AVP: 5 to 8 years of experience in corporate banking, with expertise in aviation and shipping finance.
• VP: 8 to 15 years of experience in corporate banking, with a proven track record in credit structuring, deal origination, and client portfolio management.
• Education: Bachelor’s degree in business administration, finance, economics, or related disciplines.
• Language Skills: Proficient in English and Chinese to liaise with international stakeholders.
• Skills: Strong financial acumen, multitasking abilities, and experience in handling ESG loans and cross-border solutions.

Why Join Us?

• Be part of a high-performing team focused on aviation, shipping, and transportation finance.
• Work on cutting-edge financial products, including ESG loans and syndicated deals.
• Competitive remuneration packages and clear pathways for career advancement.
• Gain global exposure while collaborating with international teams.

Apply Now

Don’t miss this chance to elevate your career in corporate banking.

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

Roles and Responsibilities

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

Skill and Requirements

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

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

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

Responsibilities

• Evaluate loan applicants by conducting in-depth credit assessments and analysing financial stability, repayment capacity, and overall creditworthiness.
• Maintain a proactive approach to addressing credit risks and delinquencies by implementing suitable remedial actions when necessary.
• Build strong relationships with SME clients, ensuring their inquiries, concerns, and requests are addressed effectively.
• Collaborate closely with internal teams, including credit analysts and legal staff, to ensure accurate and timely loan documentation and processing.
• Develop tailored financial solutions by gaining a thorough understanding of clients' industries, market trends, and unique business needs.
• Identify and source new lending opportunities within the SME segment through lead generation and prospecting activities.
• Oversee a portfolio of SME loans, monitoring repayment behavior, compliance with agreements, and overall loan performance.
• Guide clients through the loan application process, assisting with documentation preparation and ensuring a smooth approval and disbursement experience.

Requirements:

• At least 1 year of experience in business development for SME Loans in a financial institution or broker.
• Proven success in managing SME loan portfolios, achieving lending targets, and mitigating credit risks effectively.
• Excellent communication and interpersonal skills
• Ability to establish rapport with clients and stakeholders and negotiate effectively.

Please submit your updated resume in Word format by using the Apply Now Button.
We regret that only shortlisted candidates will be notified.

Email resume to [email protected]

People Profilers Pte Ltd, 20 Cecil Street, #08-09, PLUS Building, Singapore 049705.
Tel: 6950 9724

http://www.peopleprofilers.com
EA License Number: 02C4944
Registration Number: R1872398

Posting Personnel: Ng Jwee Ken

Ref: L739Y773

Job Description

• To originate and develop banking relationships with Singapore-based corporates across diversified industries
• Manage the due diligence/KYC process to ensure adherence with the bank’s policies and regulations
• Involved in the structuring and deal execution process
• Cross-selling and working closely with other product partners in the bank to offer a wide suite of bank's product capabilities
• Keeping abreast with industry trends through periodic industry research
• Liaise closely with internal stakeholders (legal and compliance team, credit approvers, back office, etc) to ensure a smooth transaction process
• Any other duties and responsibilities assigned

Requirement

• Prefer candidates with Degree in Finance or equivalent
• Strong understanding and acumen of corporate banking business with 5 years of relevant banking experience in relationship management
• Understanding of financial statements to prepare credit proposals
• Thorough knowledge of banking products on Deposit & Loan
• Self-motivated with the ability to work fast and smart independently

Relationship Manager Responsibilities:

• Maintaining a deep knowledge of company products and services.
• Building and maintaining strong relationships with prospective and existing clients.
• Researching and pursuing new business opportunities.
• Identifying clients' needs and requirements and proposing suitable solutions.
• Providing clients with comprehensive product/service consultations and guide their decision-making process.
• Upselling and cross-selling products/services to clients.
• Resolving complaints and issues efficiently and in a timely manner.
• Meeting sales/revenue targets.
• Ensuring client satisfaction.

Relationship Manager Requirements:

• Degree in management, marketing, communication, or a similar field.
• Experience as a relationship manager, in customer service, or a similar role.
• Ability to build and maintain strong client and business relationships.
• Proficiency in Microsoft Office and CRM software.
• Excellent communication and interpersonal skills.
• Good conflict-resolution and problem-solving skills.
• Leadership and team management skills.
• Customer-oriented.

Only applicable to Singaporean & PR Holders

Job Description

• Develop detailed plans to expand and grow the customer network

• Provide consultation on product information, investment programs, and residency options that suit customer needs.

• Maintain strong relationships with customers, ensuring they have the best service experience.

• Perform tasks using the CRM management software and prepare related reports.

• Collaborate with other specialized departments to support and process customer files promptly, optimally, and effectively.

• Participate in supporting and organizing seminars and events held periodically by the company.

Job Requirements

• Hold a college or university degree in business administration, international trade, or other related fields.

•Have at least 2 years of experience in product consultation in areas such as immigration, studying abroad, real estate, banking, insurance, or consulting and selling high-value products.

•Ability to identify potential customers and build long-term relationships with them.

•Confident in communication, with strong persuasive and problem-solving skills.

Adecco is partnering with a well-known and established bank in Asia and they are seeking Relationship Managers to join their retail banking division.

Joining our client gives you access to great training and development programs. No matter your experience, you'll get the support you need to succeed in your role. This is a great opportunity to start your banking career and build a strong future.

About the role:

As a Relationship Manager, your responsibilities will include:

• Promoting and presenting a diverse array of banking products to both current and prospective clients.
• Offering expert financial analysis and delivering tailored wealth management solutions.
• Actively engaging in branch activities and playing a key role in the bank's overall success.

Skills and experience required:

• A minimum of a local diploma in any discipline.
• Open to candidates without relevant experiences.
• At least 1 year of experience in financial sales is advantageous.
• Strong communication and interpersonal skills are essential for building lasting 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 Jennifer at 6697 7994 / [email protected] for a confidential discussion.

EA Licence No. 91C2918 | Registration No. R22107911