Are you passionate about connecting with people, excelling in sales, and helping clients achieve their financial goals? Join Summit Planners Crusaders Pte Ltd, a leading one-stop integrated financial services provider, as a Client Relationship Executive (Investment) and embark on a rewarding career filled with opportunities for growth, recognition, and exciting perks!

Why Join Us?

At Summit Planners Crusaders, we believe in recognizing and rewarding excellence. Here’s what awaits you:

✅ Attractive bonuses and competitive compensation.
✅ Yearly incentive trips to luxurious destinations.
✅ Opportunities for professional growth in a dynamic and supportive environment.
✅ Well-deserved recognition for your achievements and contributions.

Your Role

As a Client Relationship Executive (Investment), you will:

• Build strong relationships with clients, understanding their needs and offering tailored investment solutions.
• Develop and implement sales strategies to achieve individual and team targets.
• Stay updated on the latest financial trends and investment products to deliver expert advice.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.

What You Bring

We’re looking for a motivated professional with:

• Strong sales skills and the ability to identify and convert opportunities into success.
• Exceptional interpersonal and communication skills to engage and inspire clients.
• A client-focused mindset and a passion for delivering outstanding financial solutions.
• Polytechnic Diploma & above.
• CMFAScertification (e.g., M1, M5, M6, or others) will be an advantage.

What We Offer

• A vibrant and supportive work culture that celebrates your achievements.
• Comprehensive training programs to enhance your skills and career prospects.
• Access to a wide range of innovative financial products to serve your clients better.
• Recognition through awards, incentives, and promotions based on your performance.

Take the Next Step in Your Career!

If you’re ready to excel in a dynamic, client-focused role and enjoy the rewards of your success, we want to hear from you!

Apply Now by sending your resume and cover letter via Whatsapp to +65 89286958 (No calls only message) or click the button below.

Description - External

At OCBC, we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank and the World’s Strongest Bank for 2011 and 2012 (as ranked by Bloomberg Magazine), we are committed to invest and develop our people. If you are a go-getter with high level of drive, do come and join us today!

As a Senior/Premier Banking Relationship Manager, your roles & responsibilities will include:

• Actively acquire and prospect new Premier Banking Offshore customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals.
• Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.
• Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
• Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
• You will also ensure superior customer service and contribute to the overall customer experience of Premier Banking.

Qualifications - External

• You should have minimum 3 years of sales experience in the banking and financial services industry, preferably in managing the affluent segment, and show consistent sales performance.
• You must have experience in covering the Vietnam market.
• Recognised university degree and possess CMFAS certification (RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
• Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
• Must be able to communicate effectively with clients based in targeted market. For example, Viet language to speak with Viet customers.
• You exhibit strong interpersonal, communication skills and good at tele-consulting.
• It is essential for candidates to be creative yet meticulous and has the ability to work independently and in a team.
• You have the initiative and drive to succeed and is focused and disciplined to achieve the sales quota and revenue.
• Willing to travel for business.

Role:

The candidate will spearhead sales strategies and lead the regional teams to drive revenue growth in the Rest of Asia (ROA) region. The candidate will lead marketing intelligence analytics, expand and penetrate emerging and new markets by developing strategies to extend sales and support profitable aftermarket sales growth. The candidate is responsible for customer engagement, key performance indicators (KPIs) and targeted market segment and to promote the Company’s brand awareness. The candidate will direct customer-centric strategies initiatives to advance leading position in the region.

Responsibilities:

· Engage external senior business partners and ensure product and service level delivery, ongoing business retention and new account acquisitions.

· Maintain rapport with counterparts in other regions and alignment on CRM tools and processes as well as Global Key Account Management expectations.

· Business partner to Product Innovation Centre (PIC), Product Lifecycle Management and R&D Management.

· Build rapport with stakeholders of key accounts by maintaining a long-term customer relationship, “Win” with customers and maximizing “lifetime values” of key accounts.

· Direct implementation and execute the key target account development with SMT Solution's comprehensive product portfolio.

· Ensure successful execution of Service Excellence on after-sales service standards and delivery systems.

· Understand customer and market demands and drive efforts to achieve Customer Satisfaction Index.

· Actively identify opportunities aligning to the business activities.

· Execute development of local SMT Solutions Capabilities and Expert Knowledge competencies in ROA.

Qualifications:

· Bachelor’s degree preferably in engineering /business-related discipline and proven track record /experience in managing successful businesses.

· Minimum 15 years of multi-faceted management experience, successfully managing and leading a medium to large sized team, preferably in the capital equipment, aftermarket services or consumables businesses.

· Expert working knowledge of electronics manufacturing industry in the field of SMT and Advanced Packaging manufacturing processes.

· Excel in managing and implementing changes and strive well under pressurised situations.

· Demonstrate maturity, confidence, self-awareness, integrity to initiate and influence change to win business.

· Strong leadership capabilities.

Business Loan Relationship Manager

Salary : $3500 - $4,000 + Commission
Working days : Monday - Friday 930am - 630pm
Work Location: Chinatown

Job Responsibilities:

• Develop and maintain long-lasting relationships with clients, providing tailored loan solutions for both personal and corporate needs.
• Identify and cultivate new business opportunities, expanding our client base and generating revenue.
• Evaluate loan applications, assessing creditworthiness and risk, in compliance with company policies and industry regulations.
• Collaborate with the credit and underwriting teams to ensure accurate and timely loan approvals.
• Maintain a thorough understanding of the company's loan products and services, ensuring you can effectively address clients' needs.
• Attend networking events and industry conferences, representing the company and fostering new connections.
• Continuously stay informed of market trends and changes within the financial sector, adapting strategies and services accordingly.

Job Requirements

• With a minimum of 5 years of experience in loans sales or relationship management.
• Proven track record in loans sales, with a strong understanding of both personal and corporate loans.
• Experience in evaluating loan applications and assessing credit risk.
• Familiarity with industry regulations and compliance standards.

WhatsApp: https://wa.me/6591044149 (Shermaine)

Siah Sze Ming Reg No: R24125414

The Supreme HR Advisory Pte Ltd EA No: 14C7279

At OCBC, we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank and the World’s Strongest Bank for 2011 and 2012 (as ranked by Bloomberg Magazine), we are committed to invest and develop our people. If you are a go-getter with high level of drive, do come and join us today!
As a Premier Banking Relationship Manager, your roles & responsibilities will include:

• Actively acquire and prospect new Premier Banking Offshore customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals.
• Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.
• Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
• Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
• You will also ensure superior customer service and contribute to the overall customer experience of Premier Banking.

Requirements

• You should have minimum 5 years of sales experience in the banking and financial services industry, preferably in managing the affluent/premier segment, and show consistent sales performance.
• Experience in covering Malaysia market is an added advantage.
• Recognised university degree and possess CMFAS certifications (RES1A/RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
• Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
• You exhibit strong interpersonal, communication skills and good at tele-consulting.
• It is essential for candidates to be creative yet meticulous and has the ability to work independently and in a team.
• You have the initiative and drive to succeed and is focused and disciplined to achieve the sales quota and revenue.
• Willing to travel for business.

At OCBC, we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank and the World’s Strongest Bank for 2011 and 2012 (as ranked by Bloomberg Magazine), we are committed to invest and develop our people. If you are a go-getter with high level of drive, do come and join us today!

As a Premier Banking Relationship Manager, your roles & responsibilities will include:

• Actively acquire and prospect new Premier Banking Offshore customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals.
• Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.
• Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
• Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
• You will also ensure superior customer service and contribute to the overall customer experience of Premier Banking.

Requirements:

• You should have minimum 5 years of sales experience in the banking and financial services industry, preferably in managing the affluent segment, and show consistent sales performance.
• You must have experience in covering the Thailand markets and/or with relevant portfolio in Thai markets.
• Recognised university degree and possess CMFAS certification (RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
• Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
• Must be able to communicate effectively in English, Mandarin and/or Thai with offshore clients.
• Exhibit strong interpersonal, communication skills and good at tele-consulting.
• Creative, meticulous and possess the ability to work independently.
• You have the initiative and drive to succeed and is focused and disciplined to achieve the sales quota and revenue.
• Willing to travel for business.

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 Responsibilities we will trust you with are:

• Actively identify, develop and convert business opportunities from new and existing clients
• Demonstrate an in-depth understanding of clients’ business and source of wealth generation
• Ensure coverage of all relationships through client engagement, risk profiling and financial planning
• Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
• Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
• Help clients achieve broad financial/investment goals related to the creation and management of wealth
• Develop tailored solutions that address clients’ investment, risk management, and financing/liquidity needs
• Plan and prioritize activities to maximize revenue growth and client satisfaction
• Ensure strong controls and effective operational and administrative tasks including compliance on regulatory requirements
• Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism

• Salary : $3500 - $4,000 + Commission
• Working days : Monday - Friday 930am - 630pm
• Work Location: Chinatown

Job Responsibilities:

• Develop and maintain long-lasting relationships with clients, providing tailored loan solutions for both personal and corporate needs.
• Identify and cultivate new business opportunities, expanding our client base and generating revenue.
• Evaluate loan applications, assessing creditworthiness and risk, in compliance with company policies and industry regulations.
• Collaborate with the credit and underwriting teams to ensure accurate and timely loan approvals.
• Maintain a thorough understanding of the company's loan products and services, ensuring you can effectively address clients' needs.
• Attend networking events and industry conferences, representing the company and fostering new connections.
• Continuously stay informed of market trends and changes within the financial sector, adapting strategies and services accordingly.

Job Requirements

• With a minimum of 5 years of experience in loans sales or relationship management.
• Proven track record in loans sales, with a strong understanding of both personal and corporate loans.
• Experience in evaluating loan applications and assessing credit risk.
• Familiarity with industry regulations and compliance standards.

Interested applicants can email your CV to [email protected] or whatsapp to +65 89249206

The Supreme HR Advisory Pte. Ltd || 14C7279

Chua Jie Ying (Cai Jie Ying), Evelynn || EA Personnel License R24120580

At OCBC, we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank and the World’s Strongest Bank for 2011 and 2012 (as ranked by Bloomberg Magazine), we are committed to invest and develop our people. If you are a go-getter with high level of drive, do come and join us today!

As a Premier Banking Relationship Manager, your roles & responsibilities will include:

• Actively acquire and prospect new Premier Banking Offshore customers from the North Asia market.
• Develop and strengthen their relationships with the Bank in accordance with relevant business goals.
• Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.
• Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
• Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
• You will also ensure superior customer service and contribute to the overall customer experience of Premier Banking.

Requirements:

• You should have minimum 2 years of sales experience in the banking and financial services industry, preferably in managing the affluent segment, and show consistent sales performance.
• You must have experience in covering the North Asian markets (China/Hong Kong/Taiwan).
• Recognised university degree and possess CMFAS certifications (RES1A/RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
• Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
• Must be able to communicate effectively with Mandarin speaking customers.
• Good English language proficiency at Level 4.
• You exhibit strong interpersonal, communication skills and good at tele-consulting.
• It is essential for candidates to be creative and possess the initiative, drive and ability to work independently and in a team.
• You have the drive to succeed and is focused and disciplined to achieve the sales quota and revenue.
• Willing to travel for business.

At OCBC, we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank and the World’s Strongest Bank for 2011 and 2012 (as ranked by Bloomberg Magazine), we are committed to invest and develop our people. If you are a go-getter with high level of drive, do come and join us today!
As a Premier Banking Relationship Manager, your roles & responsibilities will include:

• Actively acquire and prospect new Premier Banking Offshore customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals.
• Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.
• Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
• Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
• You will also ensure superior customer service and contribute to the overall customer experience of Premier Banking.

Requirements:

• You should have minimum 5 years of sales experience in the banking and financial services industry, preferably in managing the affluent segment, and show consistent sales performance.
• You must have experience in covering the Indonesia, Malaysia markets.
• Recognised university degree and possess CMFAS certifications (RES1A/RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
• Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
• Must be able to communicate effectively with Mandarin and/or Bahasa Indonesia speaking customers to effectively communicate with offshore clients.
• You exhibit strong interpersonal, communication skills and good at tele-consulting.
• It is essential for candidates to be creative yet meticulous and has the ability to work independently and in a team.
• You have the initiative and drive to succeed and is focused and disciplined to achieve the sales quota and revenue.
• Willing to travel for business.

At OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank, we have a global network of more than 450 branches and representative offices in more than 15 countries and territories. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. If you have passion, drive and the will to succeed, rise to the challenge today!

As a Premier Banking Relationship Manager, your roles & responsibilities will include:

• Actively acquire and prospect new Premier Banking Offshore customers from the North Asia market (with a focus in Taiwan).
• Strong network in the Taiwanese community to hunt and grow customers in respective market.
• Develop and strengthen their relationships with the Bank in accordance with relevant business goals.
• Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.
• Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
• Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
• You will also ensure superior customer service and contribute to the overall customer experience of Premier Banking.

Requirements:

• You should have minimum 5 years of sales experience in the banking and financial services industry, preferably in managing the affluent segment, and show consistent sales performance.
• You must have experience in covering the North Asian markets with a focus in the Taiwan market.
• Recognised university degree and possess CMFAS certification (RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
• Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
• Multi-lingual and must be able to communicate effectively with Mandarin-speaking customers.
• You exhibit strong interpersonal, communication skills and good at tele-consulting.
• It is essential for candidates to be creative and possess the initiative, drive and ability to work independently and in a team.
• You have the drive to succeed and is focused and disciplined to achieve the sales quota and revenue.
• Willing to travel for business.

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

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.

Requirements

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.

Onboarding on January 2025

The Workplace Experience team supports the frontline operations and communications outreach across the three primary locations. The proposed manpower will be required to operate on-site services and the scope of work, but not limited to, is as follows:

• Provide on-site support various teams within organization
• Provide on-site frontline concierge service
• Provide on-site support for room and AV/IT systems management
• Support with provision of office supplies and employee indents through vending and parcel locker machines at the three primary locations when needed.
• Provide administrative and operational support for the daily topping up and up-keeping of pantries located at various floors across three primary locations.
• Manage the daily operations of the gym, including timely follow-ups on any maintenance works required to the infrastructure.
• Provide administrative support and content to drive the monthly promotion
• Provide administrative and operational support to plan, organise and conduct up to two monthly complimentary employee-related initiatives to improve employee productivity across the three buildings, such as sourcing and deployment of food trucks.
• Provide on-site wayfinding/assistance (e.g. lost-and-found) for public visitors at the Public Concierge, the proposed manpower will escalate the service requests/status enquiries/feedback to the middle office via the Employee Relationship Management System (ERMS) for case resolution
• Provide logistics and AV support for events organised within the three primary locations when needed.

Requirements:

• Singapore Citizen/Permanent Resident
• Diploma in Business Management or relevant discipline
• Strong service excellence mind-set
• Good knowledge of Microsoft Office software/applications (e.g. Excel) will be advantageous

Other Information:

• Location: Bukit Gombak, Hillview & Depot Road (Might have to rotate between 3 different locations Bi Weekly)
• Salary: $2,200 - $2,700
• Performance Bonus
• 14 Days Annual Leave
• Duration: Contract until Jan 2029
• Working hrs: Monday to Friday: 8.30am to 6.00pm (Hours might be staggered subjected to team lead)

"This is in partnership with the Employment and Employability Institute Pte Ltd (“e2i”).

e2i is the empowering network for workers and employers seeking employment and employability solutions. e2i serves as a bridge between workers and employers, connecting with workers to offer job security through job-matching, career guidance and skills upgrading services, and partnering employers to address their manpower needs through recruitment, training, and job redesign solutions. e2i is a tripartite initiative of the National Trades Union Congress set up to support nation-wide manpower and skills upgrading initiatives. By applying for this role, you consent to RMA Groups’s PDPA and e2i’s PDPA."

As a senior premier relationship manager, you will be in charge of maintaining and growing the company's client base. You are responsible for building and nurturing strong relationships with existing clients, understanding their financial needs, and offering tailored financial solutions and services. This role involves collaborating with various internal teams to ensure client satisfaction and business growth.

Responsibilities

• Understand and address the needs of the client.
• Advise and educate customers about the bank's offerings, services, and promotions.
• Identify potential cross selling opportunities to drive sales revenue.
• Stay informed about market trends, investment opportunities, and financial products.
• Resolving customer questions and concerns
• Collaborate with other departments to make sure the organization meets clients' expectations.

Requirements

• Diploma or bachelor’s degree
• More than 3 years of sales experience in banking/insurance industry
• Strong knowledge of financial markets, investment products and regulatory requirements.

Interested applicant please attach your cv!

Seeking 2 Relationship Manager (Business Development) for Hire Purchase Division with commercial loans experience and brings along existing client base in SME.

Requirements

• A self-starter and a team player with Degree holder preferably from the business / finance / accounts discipline and able to value add having good network with SME or Commercial Sales
• Brings along relevant experience in Commercial Loans (Secured and Unsecured), Property Loans, Hire Purchase of Machinery and Equipment, Shipping Loans, Working Capital Loans and etc
• Proven stability in a company, preferably two years or more
• Good understanding of accounting and financial statements
• Proficient in report writing, as he/she will be responsible for preparing credit proposals, which will include financial analysis.
• A hunter’s sense, a desire for sales, a proactive and aggressive demeanour. Highly self-motivated, confident, tenacious and results driven.
• Hardworking, good working attitude, perseverance and resilience
• The successful candidates will be placed in different position level based on their working experiences/education level.

Responsibilities

• Prospect for new SME customers and pro-actively market our financial solutions in Commercial Sales to meet their needs in commercial Loans (Secured and Unsecured), Property Loans, Hire Purchase of Machinery and Equipment, Shipping Loans, Working Capital Loans and etc
• Manage and service your portfolio of accounts
• Prepare credit proposals including financial analysis
• Generate and achieve revenue target assigned
• Report writing and responsible for preparing credit proposals and financial analysis.

Other Information

• Central Town
• Working Days/ Hours: Mon to Fri, 8.30am to 5.45pm
• Basic Salary: Up to S$6,500 (exclude commission)
• Monthly Commission payout upon hitting KPI
• $100 Mobile reimbursement + Annual Variable Bonus up to 2-4 Months
• Company vehicle provided for those with driving license.
• For candidates without license public transport (Taxi/Grab) claimable.

If you possess the above-mentioned experience, interested applicant kindly send in your resume. We regret only shortlisted candidates will be notified.

EA License No. 14C7092

EA Registration No: R1110882

EA Personnel: Lee Ming Er

Basic up to $4200 Plus allowance and Commission

Banking working environment

Entry level into the banks

Fantastic Career Progression

Description

• Highly motivated individuals to promote and acquire New to Bank and existing customers by cross-selling the value propositions of banking facilities such as credit cards, banking accounts, or fund transfer programs to various consumer segment
• Engage & build good relationships with customers, generate sales referrals & deliver good client experience
• Good follow-up skills and ensuring customers' applications and documentation are completed for processing timely
• Requires to meet performance standards, business goals, and sales targets
• Able to present effectively and communicate comfortably to customers face-to-face or through telemarketing activities

Qualifications

• Minimum Diploma qualifications
• The candidate must be confident, meticulous, possess good interpersonal and follow-up skills
• Candidate needs to have good communication & customer service skills
• Sales-oriented and self-motivated candidate to excel in sales targets and goals
• A team player with the ability to multi-task & thrive in a banking sales environment
• Computer literate, proficient with use of MS Office & Outlook
• Candidates without sales experience may apply

For faster response, please email your updated resume in MS Words format with the following details to [email protected]

1) Last Drawn Salary
2) Expected Salary
3) Recent Photo
4) Reason(s) for Leaving
5) Availability Period
6) References

Steven Chan
Registration No: R1105423
EA License No: 08C5257

Job Summary:

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

Job Scope:

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

Job Requirements:

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

Job Benefits:

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

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

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

www.dadaconsultants.com

Data provided is for recruitment purposes only

EA Registration Number: R21102607

Business Registration Number: 201735941W

Licence Number: 18S9037

Onboarding on January 2025

The Workplace Experience team supports the frontline operations and communications outreach across the three primary locations. The proposed manpower will be required to operate on-site services and the scope of work, but not limited to, is as follows:

• Provide on-site support various teams within organization
• Provide on-site frontline concierge service
• Provide on-site support for room and AV/IT systems management
• Support with provision of office supplies and employee indents through vending and parcel locker machines at the three primary locations when needed.
• Provide administrative and operational support for the daily topping up and up-keeping of pantries located at various floors across three primary locations.
• Manage the daily operations of the gym, including timely follow-ups on any maintenance works required to the infrastructure.
• Provide administrative support and content to drive the monthly promotion
• Provide administrative and operational support to plan, organise and conduct up to two monthly complimentary employee-related initiatives to improve employee productivity across the three buildings, such as sourcing and deployment of food trucks.
• Provide on-site wayfinding/assistance (e.g. lost-and-found) for public visitors at the Public Concierge, the proposed manpower will escalate the service requests/status enquiries/feedback to the middle office via the Employee Relationship Management System (ERMS) for case resolution
• Provide logistics and AV support for events organised within the three primary locations when needed.

Requirements:

• Singapore Citizen/Permanent Resident
• Diploma in Business Management or relevant discipline
• Strong service excellence mind-set
• Good knowledge of Microsoft Office software/applications (e.g. Excel) will be advantageous

Other Information:

• Location: Bukit Gombak, Hillview & Depot Road (Might have to rotate between 3 different locations Bi Weekly)
• Salary: $2,200 - $2,700
• Performance Bonus
• 14 Days Annual Leave
• Duration: Contract until Jan 2029
• Working hrs: Monday to Friday: 8.30am to 6.00pm (Hours might be staggered subjected to team lead)

"This is in partnership with the Employment and Employability Institute Pte Ltd (“e2i”).

e2i is the empowering network for workers and employers seeking employment and employability solutions. e2i serves as a bridge between workers and employers, connecting with workers to offer job security through job-matching, career guidance and skills upgrading services, and partnering employers to address their manpower needs through recruitment, training, and job redesign solutions. e2i is a tripartite initiative of the National Trades Union Congress set up to support nation-wide manpower and skills upgrading initiatives. By applying for this role, you consent to RMA Groups’s PDPA and e2i’s PDPA."

Responsibilities:

• Managing relationships and new business development with Business corporations
• Maximizing profitability from portfolios assigned.
• Analyzing credit risk, documentation and setting up of credit facilities, and execution of transactions
• Coordinating with relevant divisions and departments, and other branches within our overseas network to provide wide range of global financial solution to customers.

Requirements:

• Minimum Degree with 3 - 8 years of relevant experiences

If you meet the requirements of this role, please email a detailed resume in Word document to Chloe Tan Hui Lin. Email: [email protected]

Chloe Tan Hui Lin

CEI Registration No.: R1765524

Recruit Express Pte Ltd

EA99C4599

*All information will be treated with strictest confidence. We regret that only short-listed applicants will be notified

• Handle enquiries regarding full suite of products including personal and corporate accounts, loans, deposits, cards
• Troubleshoot issues and address customers' concerns promptly
• Provide product / service information when necessary
• 9.30pm to 6pm (Mon to Fri); 10am to 2.30pm (Every Sat)
• Able to work in Call centre environment
• N levels and above

Angela Teh Ling Wei (CEI No.R1104464)

Contact Number:67860100

Email Address:[email protected]

Recruit Express Pte Ltd / EA Licence No: 99C4599

We regret only shortlisted candidates will be contacted

Our client is a global and established Multinational Company, who is seeking to recruit a Indoor Relationship Manager. This position is based in Singapore.

Indoor Relationship Manager (Fresh Graduates Welcome)

You will be responsible for generating new sales leads, quantifying and qualifying these sales leads utilizing globally agreed selection criteria before assigning the lead to a sales channel. You will also manage and coordinate Multi Channel Customers that do not currently have sufficient volume to warrant a phone call or field visit and to re-qualify and to endeavor to move as many of these accounts to Telesales or Field sales by assessing potential business growth through qualifying questions and direct marketing responses.

Responsibilities

· Qualify all internal and external lead sources in order to pass leads to the appropriate sales channel

· Quantify express revenue potential and validate customer information and needs (segment) through using the globally agreed selection criteria to produce quality leads and accounts to ensure company achieves its overall sales/revenue objectives and targets

· Raise relevant paperwork for the main customer database ensuring customer information is available throughout the organization

· Maximize all opportunities to secure new business by providing account facilities to customers through the leads qualification process

· Adhere to regional standards and agreed procedures/processes

· Update all activities in Sales Reporting Tool in a timely manner

· Contact companies and individuals currently not holding an account and confirm customer details and identify traffic profiles thereby assessing quantity and quality of future business

Requirements

· Diploma or equivalent

· Minimum 3 years of proven sales experience in telemarketing or customer service

· Sales and results-oriented, pro- active and possess a positive work attitude

· Ability to multi-task, and work under pressure and tight deadlines

· Demonstrate good spoken and written communication skills

· Proficient in Microsoft Excel and Word and IT savvy

JJ Consulting Services

EA Licence No.: 12C6207

Applicants are invited to send in a MS Word resume to [email protected] stating position applying for/present/expected salaries and earliest available date.

We thank all applicants in advance and regret that only short listed candidates will be notified.

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

Requirements:

• Minimum 1 year of related working experience
• Confident individual with good networking skills
• Diploma or Degree holder with banking or sales experience preferred
• Good relationship building skills and with an entrepreneur mindset
• Highly driven and positively motivated to over-achieve assigned targets
• Excellent communication and interpersonal skills
• Able to travel for work, if required
• Language proficiency in English and Vietnamese is mandatory to effectively liaise with clients from Vietnam market
• Matured personality to handle the affluent market segment

• Assist the day-to-day customer - services & admin activities of the centre such as: Coordinating and facilitating classes for the centre/s.
• Centre operations
• Handle walk-ins and telephone enquiries
• Provide course consultation to prospective customers
• Handle and resolve feedback and complaints
• Liaise with customers & teachers pertaining to parents’ feedbacks / students' progress
• Handle admin duties such as: daily collections, preparation of materials for classes
• Data-entry and maintaining Student Management System & CRM
• Process and administer new student’s enrolment

Requirements

• At least 1 - 2 year(s) of working experience in the related field is required for this position.
• Effective planning & able to multi-tasks.
• Good interpersonal skills
• Effectively bilingual (English & Chinese speaking required to handle and resolve feedbacks from English & Chinese speaking customers and also to converse with Chinese speaking teachers pertaining to parents’ feedbacks / students' progress.)
• Proficient in MS office applications
• Able to work on weekends that are in line with centre's operating hours

Centre's operating hours

Wednesday to Sunday (10 - 7pm)

We look forward to talking to you. APPLY today!

Our Client is seeking for a Relationship Manager (Onshore/Offshore) to maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Clients Segment.

ABOUT THE ROLE:

• Conduct professional financial analysis sessions to meet customer needs and objectives.
• Strengthen customer relationships by providing regular market updates and trend analyses on financial products.
• Collaborate with team managers to create monthly plans for achieving/exceeding sales targets.
• Participate in marketing activities for customer acquisition, source and call on individual prospects.
• Provide efficient after-sales services and manage anti-attrition and client retention.
• Organize and conduct sales presentations for various groups and solicit referrals from other parts of the bank.
• Ensure compliance with money laundering prevention procedures and regulatory requirements.

ABOUT YOU:

• Understands the core concepts, principles, processes or procedures of Wealth Management and Banking
• Experience in Relationship Management at least 3 years
• Proficiency in Business language as the incumbent will be supporting relevant market

HOW TO APPLY:

Submit your application by emailing a detailed copy of your updated Resume in MS Word Format to Cesky Ong Zhi Rong (EA Personnel Reg. No. R24121422, Achieve Career Consultant Pte Ltd EA Licence No. 05C3451) by clicking the “Apply Now” or contact Cesky at [email protected] or 9061 0702 for a confidential discussion.

Please indicate the below information in your resume:

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