Total 28,579 Manager relationship manager job vacancies in Singapore

[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 Mei Qi

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

Jobs Responsibilities

• Managing relationships and new business development with 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 to provide global financial solution to customers.

Job Requirements

• Corporate Banking experience is a must
• Min. 3-5 years of experience as corporate RM or ARM

Application Procedures

Interested candidates, please email your resume to:
Attention: Lynn Mak Ling Ling (CEI No. R1986990)
[email protected]
Recruit Express Pte Ltd (EA No. 99C4599)

We regret that only shortlisted candidates will be notified.

[Job ID: 401769]

Key Responsibilities:

• Manage High Net Worth client portfolios.
• Serve domestic clients in Singapore and international clients from non-assigned countries.
• Promote a comprehensive range of financial products, including FX Trades, Bonds, Structured Notes, Funds, and Bancassurance.
• Leverage the bank’s broad product offerings to fulfill clients' wealth management objectives.
• Develop and maintain strong relationships with assigned clients, ensuring high levels of customer satisfaction and loyalty.
• Serve as the primary point of contact for client queries, needs, and concerns, managing the overall client experience.
• Proactively engage with clients to understand their financial goals and offer tailored banking and investment solutions.
  Maintain regular contact with clients, ensuring timely follow-ups on all requests and issues.
• Identify and convert sales opportunities from existing client relationships, enhancing revenue growth.
• Seek new business opportunities by networking and generating leads within the assigned region.
• Manage a portfolio of clients and provide ongoing monitoring of their financial needs.
  Ensure clients' portfolios are aligned with their long-term goals and offer timely solutions to address any changes in their financial situation.
• Conduct regular portfolio reviews with clients and provide advice on managing their assets, liabilities, and investments.
• Provide expert advice and guidance to clients on various banking products, investment options, and financial planning.
• Stay up-to-date on the latest financial trends, regulations, and market conditions to advise clients appropriately.
• Tailor product offerings to suit the needs and risk profiles of clients, helping them make informed decisions.

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

Job Description

The primary purpose of the role is to serve as the liaison between the Bank and our customers, to establish a positive banking relationship with new and existing clients, and to serve their banking needs via our Bank’s products and services.

Key Responsibilities:

• Execute the overall success and growth of the assigned portfolio by deepening relationships with existing clients and through the acquisition of new customers in China Market. Develops and maintains clients’ trust and relationships while providing a holistic client experience.
• Responsible for achieving annual revenue and AUM growth targets within expense budget.
• Builds market share; able to enhance client asset size over time.
• Fully competent and compliant in advising clients on investment products and services.
• Actively involved in new business development; able to anticipate and capitalize on business opportunities.
• Performs periodic Account Planning reviews and call reports.
• Ensures KYC/AML and other bank compliance policies are strictly adhered to.
• Develops networks with other SPDB businesses and 3rd ecosystem partners.

Knowledge & Experience Required:

• Degree holder with more than 10 years of direct relevant Wealth Management experience with at least 7 years’ experience with China-Based clients.
• Completed professional qualifications: CMFAS & CACS preferred.
• Experience in building and maintaining effective relationships with customers and internal partners.
• Strong understanding of financial products and services.
• Strong interpersonal, communication and client interfacing skills.
• Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments.
• Meticulous and good problem solving skills.
• Strong prospecting, sales, negotiation and influencing skills.
• Must have strong ability to communicate in Mandarin, due to job requirement, and writing Chinese reports.
• A fast learner who is able to work independently and as a team as a supporting role.
• Able to work under pressure and meet strict deadlines.
• Self-motivated, self-disciplined, organized, responsible, meticulous and able to multi-task.

Location: Raffles Place

• Managing relationships and new business development with Japanese 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.

Interested applicants may email resume to [email protected]

Jessie Hoe Huey Miin (CEI Registration No: R1103861)

Recruit Express Pte Ltd (EA: 99C4599)

Company Highlights:

• People-oriented and friendly working environment.

• A leader in motor and commercial vehicle trade, car rental, taxi/private-hire services, fuel marketing, and electricity supply for corporate and residential markets.

• Join us to shape our services and grow into a future senior management role!

• Working hours: Mon to Fri, 830am-6pm, company car provided can drive home

Customer Relationship Manager

Job scope:

1. Resolve Issues: Act as a liaison to address disputes, operational challenges, and emergencies effectively, minimizing impact on drivers and customers.

2. Enhance Customer Experience: Handle inquiries, complaints, and concerns promptly while fostering satisfaction and loyalty through good relationships.

3. Support Drivers: Assist with onboarding new drivers, ensuring clarity on company policies and retention strategies.

4. Analyze & Improve: Monitor customer feedback and satisfaction trends, providing actionable insights to management for service enhancements.

5. Collaborate & Report: Work with internal teams to align strategies, maintain accurate records, and deliver performance reports to drive business success.

Requirements:

1. Friendly, team player with good problem-solving skills.

2. Experience in the car leasing industry.

3. Diploma or higher qualification in any field.

If you are interested in this opportunity, submit your application now to winnie.chen(at)manpower.com.sg find out more about this position. Thank you.

Location: Raffles Place

Working hours: 8.30am – 5pm (Mon - Fri)

Responsibilities:

• Managing relationships and new business development with overseas 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.
• Other ad hoc duties assigned.

Interested applicants please send your resumes to [email protected]

Jessica Nguyen Huynh Thanh Truc

Recruiter (R23113787)

EA License No. 99C4599

We regret that only shortlisted candidates will be notified.

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

Salary Range: $3800 to $5000

Start date: Feb 2025

Flexibility: Part-time arrangement (3 days a week) is also possible

Responsibilities

• Work closely to formulate and implement strategic plan for Mid-Tier Corporates
• Help in the identification of potential client relationships
• Help interactions with clients and strengthen our relationships with Mid Tier Corporates & SEA companies
• Ensure that the Bank is in possession of all required facility documents duly executed by the client.
• Initiate KYC process and review the Account on a periodic basis in supporting their business offshore.
• Initiate prospects and assess opportunities for an assigned portfolio of corporate (but not limited to) relationship and new clients.
• Develop a close working relationship with all departments/ sub-departments in order to contribute to overall business development within the SEA Region.
• Conduct analysis on clients’ financial health and needs as well as their industries/ markets on regular basis
• Collect credit request and documents from the clients for our offshore business.
• Collect credit request and documents from the clients and conduct initial analysis, acquiring and evaluating new accounts, structuring credit facilities, performing credit assessment of financial statements, cash flow projections, periodic credit reviews of the existing accounts and loan documentations.
• Perform any other ad-hoc tasks when assigned.

Requirement

• Minimum Degree in Banking or related field

Jessica Nguyen Huynh Thanh Truc

Recruiter (R23113787)

EA License No. 99C4599

• Business Management Consultancy
• Attractive salary package: Basic + Commissions
• Working hours: MON – FRI, 9 am to 6 pm

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.

Requirement:

• 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.

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

Last drawn salary
Expected salary
Notice period
Reason for leaving

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: Vivian Chung Fhui Tiin
EA Personnel Reg No: R22106436

Responsibilities

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

Requirements

• Degree holder preferably from the business / finance / accounts discipline
• Highly self-motivated, confident, tenacious and results driven
• A self-starter and a team player
• Hardworking, good working attitude, perseverance and resilience
• Good writing, communication and interpersonal skills
• Good understanding of accounting and financial statements

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

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

A leading Chinese global bank with a strong presence in Singapore is seeking an experienced Corporate Banking Relationship Manager to join their team, specializing in Chinese Large Corporates. This is a fantastic opportunity to leverage your skills in corporate banking, relationship management, and credit analysis while working with high-profile Chinese clients. If you have a passion for managing key client relationships and providing tailored financial solutions, this role is for you!

Key Responsibilities:

• Build and maintain strong relationships with Chinese large corporate clients, delivering customized corporate banking solutions such as trade finance, corporate loans, and cash management.
• Proactively identify cross-selling opportunities to drive business growth across various banking products and services.
• Prepare and present detailed credit proposals and financial assessments in Mandarin and English, ensuring compliance with internal and regulatory standards.
• Monitor and manage a credit portfolio, applying sound credit risk management practices.
• Collaborate closely with internal departments (credit, compliance, operations) to structure deals that meet client needs.
• Stay updated on the latest market trends, regulatory requirements, and competitor activities impacting Chinese large corporates.

Key Requirements:

• At least 5 years of experience as a Corporate Banking Relationship Manager or similar, with a focus on handling Chinese large corporates.
• Strong knowledge of corporate banking products, including trade finance, loan syndication, cash management, and cross-border financing.
• Bachelor’s degree in Finance, Business, or a related field.
• Fluency in Mandarin is essential, both written and spoken, as you will need to prepare credit papers and communicate with Chinese-speaking clients.
• Proven track record in managing credit portfolios, assessing financials, and preparing in-depth financial analyses.
• Excellent interpersonal, negotiation, and relationship management skills to build long-lasting client partnerships.

This is an incredible opportunity for an ambitious professional looking to expand their career in corporate banking with a focus on Chinese large corporates. If you’re looking for a role that offers growth, exposure to top-tier clients, and the chance to work in a dynamic international bank, we encourage you to apply!

Apply now: [email protected]

Glenn Wong
Financial Services Business Lead
R1106685

Salary Range: $3800 to $5000

Start date: Feb 2025

Flexibility: Part-time arrangement (3 days a week) is also possible

Responsibilities

• Work closely to formulate and implement strategic plan for Mid-Tier Corporates
• Help in the identification of potential client relationships
• Help interactions with clients and strengthen our relationships with Mid Tier Corporates & SEA companies
• Ensure that the Bank is in possession of all required facility documents duly executed by the client.
• Initiate KYC process and review the Account on a periodic basis in supporting their business offshore.
• Initiate prospects and assess opportunities for an assigned portfolio of corporate (but not limited to) relationship and new clients.
• Develop a close working relationship with all departments/ sub-departments in order to contribute to overall business development within the SEA Region.
• Conduct analysis on clients’ financial health and needs as well as their industries/ markets on regular basis
• Collect credit request and documents from the clients for our offshore business.
• Collect credit request and documents from the clients and conduct initial analysis, acquiring and evaluating new accounts, structuring credit facilities, performing credit assessment of financial statements, cash flow projections, periodic credit reviews of the existing accounts and loan documentations.
• Perform any other ad-hoc tasks when assigned.

Requirement

• Minimum Degree in Banking or related field

Jessica Nguyen Huynh Thanh Truc

Recruiter (R23113787)

EA License No. 99C4599

Job Description & Requirements

• Build and maintain relationships with small and medium-sized enterprise

(SME) clients, understanding their financing needs and business objectives.

• Act as the main point of contact for SME clients, addressing inquiries,

concerns, and requests promptly and effectively.

• Develop a deep understanding of clients' businesses, industries, and market

dynamics to provide tailored financial solutions.

• Source and identify new lending opportunities within the SME segment,

including prospecting and lead generation activities.

• Conduct comprehensive credit assessments and risk analyses for loan

applicants, evaluating their creditworthiness, financial stability, and repayment

capacity.

• Structure and negotiate loan terms and conditions in accordance with lending

policies, regulatory requirements, and risk management guidelines.

• Manage a portfolio of SME loan accounts, monitoring loan performance,

repayment behaviour, and compliance with loan agreements.

• Proactively identify and address potential credit risks or delinquencies,

implementing appropriate remedial actions as necessary.

• Work closely with internal stakeholders, such as credit analysts and legal

teams, to ensure timely and accurate loan documentation and processing.

• Provide financial advisory services to SME clients, offering insights and

recommendations on business growth strategies, cash flow management, and

capital allocation.

• Assist clients in preparing loan applications and supporting documentation,

guiding them through the loan approval and disbursement process.

Requirements:

• Minimum 4 years’ experience in commercial banking, SME lending, or

relationship management, with a focus on business development and credit

analysis.

• Demonstrated track record of successfully originating and managing SME

loan portfolios, achieving lending targets, and mitigating credit risks.

• Strong financial analysis skills, including the ability to evaluate business

financial statements, assess credit risk factors, and perform cash flow

modelling.

• Familiarity with credit underwriting standards, loan structuring techniques, and

risk mitigation strategies in the SME lending context.

• Excellent communication and interpersonal skills, with the ability to build

rapport with clients, understand their needs, and negotiate effectively.

• Ability to convey complex financial concepts clearly and concisely, both

verbally and in writing.

• Strong networking skills and the ability to cultivate relationships with key

stakeholders in the SME community, including business owners, industry

associations, and referral partners.

Position Overview:

We are seeking a dynamic and motivated Assistant Relationship Manager to join our team. The ideal candidate will support the Relationship Manager in managing client relationships, providing personalized service, and assisting with various administrative tasks to ensure smooth operations within the firm.

Responsibilities:

Client Relationship Management & Communication:

• Assist the Relationship Manager in building and maintaining strong relationships with clients, addressing their inquiries, and providing timely support.
• Serve as a point of contact for clients, promptly responding to emails, phone calls, and other inquiries, and effectively communicating updates and relevant information.
• Collaborate with colleagues across departments, including Sales, Compliance, and Operations, to deliver seamless service and support to clients.

Client Onboarding:

• Facilitate the onboarding process for new clients, including collecting required documentation, verifying identity, and ensuring compliance with regulatory standards.

Document Checks and Completion:

• Collating and ensuring documents are submitted according to our checklist and most importantly completing the necessary documents on behalf of our clients.

UAT & Support:

• Assist and train clients in the use of MetaComp’s systems for their trading/investment/fund management activities.
• Work closely with internal teams to test systems and provide feedback and suggestions for enhancement.
• Assist with administrative tasks such as preparing reports, maintaining client records, scheduling appointments, and coordinating meetings.

Market Research:

• Stay informed about cryptocurrency markets, industry trends, and regulatory developments to provide clients with accurate information and insights.

Compliance:

• Ensure compliance with all relevant regulatory requirements and internal policies, and assist in monitoring and reporting any suspicious activities or transactions.

Requirements:

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• Min. 2 years of Assistant Relationship Manager experience or Prior experience in client relationship management, preferably in the financial services or cryptocurrency industry.
• Strong understanding of cryptocurrency markets and blockchain technology.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Detail-oriented with strong organizational skills and the ability to multitask effectively.
• Proficiency in Microsoft Office Suite and CRM software.
• Knowledge of regulatory requirements related to cryptocurrencies (e.g., KYC, AML) is a plus.
• Bilingual in both English and Mandarin for communication with internal English and Chinese speakings stakeholders.

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.

Responsibilities

• Support Relationship Managers (RMs) to provide excellent service to high net-worth clients so as to achieve client retention
• Partner Client, Business Support and service providers to ensure timely transaction processing and service delivery of clients’ requirements
• Understand client requirements and assist RMs in daily maintenance of account relationships
• As client key interface over initiation of clients’ instructions, monitor funds for payment, prepare clients’ fax instructions, forms and loan disbursement instruction
• Initiate account openings / closures / update instruction checklists and interface with client to ensure completion of documentation requirements
• Track and follow up on outstanding documentation and client outstanding fee payments
• Assist on new on boarding for Treasures Private Client (TPC) client and sending out welcome pack

Requirements

• Bachelors Degree with at least 3 years experience in a banking service role
• Strong interpersonal and communication skills
• Strong knowledge of the banking products & services and procedures
• Good understanding of financial, investment products & services including equity and bond markets
• Strong knowledge of offshore compliance and regulatory requirements as well as exposure to multicultural issues
• Possess CACS Certifications 1 & 2

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.

Who you are

You’re the pillar that supports the formation and retention of strong relationships with our high net-worth clients.
As the key client liaison for day-to-day matters from transactions, payments to administrative requirements, both our Relationship Managers (RMs) and clients know they can count on you ensure a smooth service experience, every time.

• You take pride in having an eye for detail.
• Your familiarity with banking products & services, coupled with your knowledge of regulatory requirements ensures that client needs are always dutifully met and executed.
• You thrive in collaborative environments.
• As a team-player, you understand the importance of clear and efficient communication to your teammates and clients in getting the job done well.

Responsibilities

• Achieving client retention by supporting Relationship Managers (RMs) in providing stellar service to high net-worth clients and following up promptly on client calls or queries.
• Partnering Client, Business Support and service providers to ensure prompt transaction processing and smooth delivery of client requirements.
• Acting as key client proxy for initiating client instructions, tracking & monitoring transactions, preparing relevant administrative loan documentation & instructions in compliance with regulatory requirements.
• Promptly recognizing and appropriately escalating issues to Management. Manage meetings and travel arrangements of RMs.

Requirements

• You have a Bachelor’s Degree with at least 3 years’ experience in a banking service role.
• You possess knowledge of banking products and services such as foreign exchange, bonds, equities, derivatives, fund management products and financial structures.
• You’re familiar with bank and regulatory requirements.
• It helps that you’re meticulous and a great team player with excellent communication and interpersonal skills.
• Possess CACS Certifications 1 & 2

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

• Build and grow relationships with clients.
• Identify new business opportunities and prospects.
• Collaborate with teams to create business solutions.
• Conduct financial analysis and support credit processes.
• Ensure compliance with policies and procedures.

Requirements:

• Minimum Degree in Business/Banking and Finance.
• Keen interest in finance/banking industry.

Interested candidates please send in your resume to:

Yvonne Suan Ying Zhen

CEI No: R24122857

Email: [email protected]

EA License No: 99C4599

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

On behalf of our client, a large banking financial institution, we are inviting candidates to apply for the position of Wealth Planning Managers. Fresh graduates / candidates with 1 – 2 years of prior sales experience, please do not hesitate to apply to us.

The shortlisted applicants can look forward to providing a sound wealth management and financial advisory services and helping customers make informed decisions about their money in order to achieve their life goals. The array of products and services would include loans, credit cards, investment and unit trusts, insurance, and priority banking.

Job Responsibilities:

• To serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank.
• You are expected to seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
• You should possess sound financial knowledge and provide holistic financial planning advice to the customers. To identify suitable financial solutions offered by the bank to meet their financial goals.
• You need to have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business.
• You should always conduct yourself professionally and deliver service standard as prescribed by the Bank service values.
• You are expected to achieve a balanced scorecard set by the company.

Job Requirements:

• A diploma/degree in any discipline. Fresh graduates are welcome to apply.
• Good sense of urgency and willingness to work on a flexible schedule that includes weekends
• A passion for banking and wealth management
• Excellent communication and listening skills
• Confidence and presentation skills
• Ability to explain complex information clearly and simply

Only shortlisted candidates will be notified.

Please email a copy of your detailed resume to chally@talentsis.com.sg for immediate processing.

(EA Reg No: 20C0312)

On behalf of our client, a large banking financial institution, we are inviting candidates to apply for the position of Wealth Planning Managers. Fresh graduates / candidates with 1 – 2 years of prior sales experience, please do not hesitate to apply to us.

The shortlisted applicants can look forward to providing a sound wealth management and financial advisory services and helping customers make informed decisions about their money in order to achieve their life goals. The array of products and services would include loans, credit cards, investment and unit trusts, insurance, and priority banking.

Job Responsibilities:

• To serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank.
• You are expected to seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
• You should possess sound financial knowledge and provide holistic financial planning advice to the customers. To identify suitable financial solutions offered by the bank to meet their financial goals.
• You need to have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business.
• You should always conduct yourself professionally and deliver service standard as prescribed by the Bank service values.
• You are expected to achieve a balanced scorecard set by the company.

Job Requirements:

• A diploma/degree in any discipline. Fresh graduates are welcome to apply.
• Good sense of urgency and willingness to work on a flexible schedule that includes weekends
• A passion for banking and wealth management
• Excellent communication and listening skills
• Confidence and presentation skills
• Ability to explain complex information clearly and simply

Only shortlisted candidates will be notified.

Please email a copy of your detailed resume to [email protected] for immediate processing.

(EA Reg No: 20C0312)

On behalf of our client, a large banking financial institution, we are inviting candidates to apply for the position of Wealth Planning Managers. Fresh graduates / candidates with 1 – 2 years of prior sales experience, please do not hesitate to apply to us.

The shortlisted applicants can look forward to providing a sound wealth management and financial advisory services and helping customers make informed decisions about their money in order to achieve their life goals. The array of products and services would include loans, credit cards, investment and unit trusts, insurance, and priority banking.

Job Responsibilities:

• To serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank.
• You are expected to seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
• You should possess sound financial knowledge and provide holistic financial planning advice to the customers. To identify suitable financial solutions offered by the bank to meet their financial goals.
• You need to have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business.
• You should always conduct yourself professionally and deliver service standard as prescribed by the Bank service values.
• You are expected to achieve a balanced scorecard set by the company.

Job Requirements:

• A diploma/degree in any discipline. Fresh graduates are welcome to apply.
• Good sense of urgency and willingness to work on a flexible schedule that includes weekends
• A passion for banking and wealth management
• Excellent communication and listening skills
• Confidence and presentation skills
• Ability to explain complex information clearly and simply

Only shortlisted candidates will be notified.

Please email a copy of your detailed resume to chally@talentsis.com.sg for immediate processing.

(EA Reg No: 20C0312)

Job Responsibilities

• Support the relationship managers in the delivery of relevant banking services to customers, in own coverage area to meet the BU's revenue targets.
• Build and maintain effective relationships with customers and understand their needs in order to provide a high quality of service, under the guidance of more experienced members of the team.
• Develop and maintain strong stakeholder management with key stakeholders both within MUFG and externally
• To manage day-to-day business transactions with assigned customers
• To handle customer onboarding services and updating customer account documentation
• Focus on daily transaction processing/execution, facilitating enquiries and serving clients’ request and ensure the work process accuracy, smoothly and speedily
• Work in partnership with Operations to ensure smooth processing of transactions.
• Visit customers when required to maintain the customer’s relationship
• Support departmental initiatives to deliver increase revenue opportunities and deliver a high quality of service to customers.
• Provide transaction and monitoring support in connection with the delivery of MUFG products to meet the needs of the Bank’s customers.
• To meet the organization’s expectations for productivity, quality and goal accomplishment
• Always comply with internal rules and guidelines as well as with external laws and regulations pertaining to proper conduct of banking business
• Ensure compliance with relevant regulations and limits.
• To improve workflow efficiency
• To advise on investment products concerning OTC derivatives contracts (includes FX Forwards) under Financial Advisers Act (FAA) and To Deal in investment products concerning OTC derivatives contracts (includes FX Forwards) under Securities and Futures Act (SFA)
• To advise others on investment products concerning structured deposits (includes Embedded Deposits) under Financial Advisers Act (FAA)
• To handle Embedded loans

Job Responsibilities:

• Degree qualified
• No experience required
• Excellent interpersonal skills in order to deal effectively and courteously with others.
• Good stakeholder management skills to collaborate with other departments.
• Good team-player, ability to adapt to change needs of the organization and demands of internal and external stakeholders
• Detailed understanding of MUFG’s product and services
• Understanding of local laws and regulations
• Well organized and efficient time management
• Proficiency in Mircrosoft Office

We regret to inform that only shortlisted applicants will be notified.

Job ID: 10068343

Job Responsibilities:

- Create job posting on different social media platforms

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

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

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

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

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

Job Requirements:

- Excellent interpersonal and communication skills

- Achieving and maintaining targets

- Strong sense of responsibility

- Able to work in a fast-paced environment

- Candidates with prior experiences in manpower outsourcing will be advantageous

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.