Total 10,471 relationship manager job vacancies in Others category in singapore

Responsibilities:

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

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

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

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

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

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

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

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

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

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

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

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

Requirements:

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

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

Job Highlights

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

Company Overview

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

Explore more:

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

Role Description

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

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

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

Key Responsibilities

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

What We’re Looking For

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

Why Join Us?

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

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

Apply Now to be part of a groundbreaking journey!

Minimum Qualifications

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

Preferred Qualifications

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

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

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

[Job ID: 401667]

Overview

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

Responsibilities

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

Requirements

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

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

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

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

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

Job highlights

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

Job Description:

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

Requirements

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

Monday - Friday

8:45 AM - 6 PM

Location: Central

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

Responsibilities:

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

Requirements:

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

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

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

Willie Goh | EA Reg No: R2197853

Swift Search Global Pte Ltd | EA No: 18C9495

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

Job Description

• Relationship building with high net worth (HNW) clients
• Understand the financial goals of HNW clients and offer wealth management solution such as insurance, leverage products, structured products and investment products to help them protect & grow their wealth
• Provide excellent customer service and banking experience
• Regularly send customers information relating to market movements and trend analysis on the financial products that they have purchased and present new and suitable opportunities to customers
• Engage in networking and marketing campaigns to increase customer base
• Comply with all regulations and controls as set by the Bank and external regulatory authorities

Skills and experience required

• Minimum 2 years of sales experience
• Effective communication skills
• Analytical and logical thinking

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

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

Job Reponsibility:

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

Candidate Profile:

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

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

about the job

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

skills and experience required

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

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

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

EA: 91C2918 | R2198716

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

about the job

• Understand the financial goals of HNW clients and offer wealth management solution such as insurance, leverage products, structured products and investment products to help them protect & grow their wealth
• Regularly engage customers with information relating to the financial products that they have purchased and present new and suitable opportunities to customers
• Comply with all regulations and controls as set by the Bank and external regulatory authorities

skills and experience required

• Minimally 6 years of relevant experience in banking & financial advisory
• Possess strong knowledge of financial products
• Great communication & interpersonal skills
• Self-motivated and driven individuals with strong sales track record

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

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

[Job ID: 401667]

Responsibilites:

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

Requirements:

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

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

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

EA Personnel Name: Sandy Ng

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

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

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

About CapBridge

CapBridge Pte Ltd, a member of FOMO Group, is an investment and asset allocation platform for corporate and individual investors to build a portfolio of direct investments in various public and private market instrument. alongside other institutional lead investors. Combining advanced financial technologies with comprehensive service throughout the investment and development horizon, CapBridge assists in connecting and enabling cash and treasury management, and in assisting mid or late-stage high growth companies with accredited investors and strategic buyers globally across key industry sectors.

CapBridge is based in Singapore, featuring a premier geographic presence, an unparalleled legacy of growth, and superior access to the global financing markets. We seek to transform the manner in which capital is allocated and value is optimised, realized throughout an integrated digital platform. We achieve this by by:

• Syndicating and aggregating premier cash management products
• Achieve greater portfolio diversification through exclusive and proprietary private market deal flow
• Expanding access to capital for Entrepreneurs and promising high growth companies

CapBridge is well positioned through its extensive experience in developing a world-class capital markets system, championing the interests of small enterprises, entrepreneurs and high growth companies. We are currently looking for a Relationship Manager to join our distribution team. The role is based in Singapore. We offer attractive remuneration with commission and the opportunity to join a high-performance team.

Key Responsibilities:

• Client Conversion and Acquisition: Identify and convert existing client base and seek new clients and business opportunities.
• Lead Nurturing: Cultivate relationships with current leads and convert them into investment clients.
• Relationship Management: Develop and maintain strong relationships with key stakeholders and clients. Conduct client meetings to understand their needs.
• Sales and Revenue Growth: Drive sales efforts to meet revenue targets. Develop and manage sales pipelines, ensuring timely follow-ups and conversions. Prepare and present proposals and pitches to prospective clients.
• Compliance: Ensure all activities comply with regulatory requirements.

Requirements

• Bachelor’s degree in Business, Finance, Economics, or a related field.
• Minimum 3 years of relevant work experience in the financial industry (preferably with a CMFAS licence holder).
• Knowledge of the Securities & Futures Act, its relevant notices and guidelines
• Proficiency in English and Mandarin is preferred to liaise with local and international clients.
• Excellent communication and interpersonal skills, with the ability to build and maintain relationships with diverse stakeholders.
• Entrepreneurial mindset with a proactive approach to identifying and pursuing new business opportunities.
• Strong analytical and strategic thinking skills, with the ability to identify and capitalize on market opportunities.
• Ability to work independently and as part of a team in a fast-paced, dynamic environment.
• Excellent organizational and time management skills, with the ability to manage multiple priorities effectively.

About the job

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

Skills and experience required

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

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

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

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

about the job

As a Relationship Manager, you will responsible for:

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

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

skills and experience required

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

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

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

EA: 91C2918 | R2198716

About the job

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

Skills and experience required

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

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

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

[Job ID: 401667]

Responsibilites:

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

Requirements:

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

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

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

EA Personnel Name: Sandy Ng

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

Relationship Manager(Investment) Offshore/Onshore

BENEFITS

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

ROLE

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

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

RESPONSIBILITIES

1. Client acquisition through various prospecting strategies.

2. Review prospective/existing client portfolio.

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

4. Client management and retention.

5. Attend and respond to customer queries professionally.

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

REQUIREMENTS

· Diploma or Degree from a recognized institution in any field

· Passionate to make a difference

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

· Outspoken with excellent communication & interpersonal skills

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

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

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

Kelvin (Reg. No. R1872625)

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

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

Job Description

• Relationship building with high net worth (HNW) clients
• Understand the financial goals of HNW clients and offer wealth management solution such as insurance, leverage products, structured products and investment products to help them protect & grow their wealth
• Provide excellent customer service and banking experience
• Regularly send customers information relating to market movements and trend analysis on the financial products that they have purchased and present new and suitable opportunities to customers
• Engage in networking and marketing campaigns to increase customer base
• Comply with all regulations and controls as set by the Bank and external regulatory authorities

Skills and experience required

• Minimum 2 years of sales experience
• Effective communication skills
• Analytical and logical thinking

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

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

Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking clients.

Responsbilities:

• Provide administrative and client service support to Relationship Managers servicing Private Banking clients.
• Respond to all client enquiries and instructions and provide resolution to most issues and requests.
• Monitor transactions and activities in client accounts
• Maintain client data and reports, such as: contact lists, account numbers, facilities details, status of credit reviews/renewals, etc
• Handle administrative duties including scheduling of appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials.
• Coordinate with Product Groups, Operations and other functional areas as necessary
• Ensure adherence to internal and external regulations and policies at all times

Requirements:

• Minimum 3-10 years of relevant experience in client servicing, operations or sales support within financial institutions
• Bachelor degree or diploma from reputable institutions
• Strong understanding of financial products and services
• Excellent interpersonal, communication and client interfacing skills
• Meticulous, strong attention to details
• Possess future oriented mindset, strive to innovate and adapt to changes
• Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
• Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient
• Preferably CACS certified

Location: Central
Working Hours: Mon- Fri 9am- 6pm
Basic UP $5000 + $60 mobile allowance + 2 times Bonuses

Job Responsibilities

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

Requirements

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

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

Kindly email your resume in a detailed Word format

We regret that only shortlisted candidates will be notified

People Profilers Pte Ltd

Tel: 6950 9754

EA Registration Number: R22110899

EA License number: 02C4944

EA Personnel: Celeste Wong Xin Yann

Relationship Manager(Investment) Offshore/Onshore

BENEFITS

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

ROLE

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

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

RESPONSIBILITIES

1. Client acquisition through various prospecting strategies.

2. Review prospective/existing client portfolio.

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

4. Client management and retention.

5. Attend and respond to customer queries professionally.

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

REQUIREMENTS

· Diploma or Degree from a recognized institution in any field

· Passionate to make a difference

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

· Outspoken with excellent communication & interpersonal skills

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

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

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

Kelvin (Reg. No. R1872625)

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

Location: Central
Working Hours: Mon- Fri 9am- 6pm
Basic UP $5000 + $60 mobile allowance + 2 times Bonuses

Job Responsibilities

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

Requirements

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

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

Kindly email your resume in a detailed Word format

We regret that only shortlisted candidates will be notified

People Profilers Pte Ltd

Tel: 6950 9754

EA Registration Number: R22110899

EA License number: 02C4944

EA Personnel: Celeste Wong Xin Yann

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

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

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

Key Responsibilities Include:

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

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

Qualifications - External

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

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

about the job

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

skills and qualifications required

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

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

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

EA: 91C2918 | R2198716

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

About The Job

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

Skills And Experience Required

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

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