Total 28,579 Manager relationship manager job vacancies in Singapore

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 chally@talentsis.com.sg for immediate processing.

(EA Reg No: 20C0312)

About the Role:

We are hiring on behalf of our esteemed banking client for an Assistant Relationship Manager position in Corporate Banking. This role offers an exciting opportunity to contribute to the success of a dynamic team by managing key client portfolios and supporting relationship management operations.

Responsibilities:

• Manage administrative tasks and respond to client inquiries.

• Maintain and monitor client portfolios.

• Assist the department head with internal reporting and data consolidation.

• Support Relationship Managers in credit and marketing activities, including:

• Account opening and KYC reviews.

• Preparing financial spreadsheets and inputting limits/transactions into systems.

• Monitoring credit conditions, loan drawdown/rollovers, and post-loan operations.

• Ensuring day-to-day operational efficiency.

Requirements:

• Bachelor’s degree in Business, Accounting, Banking and Finance, Economics, or a related discipline.

• Minimum of 2 years of experience in KYC/onboarding for corporate clients.

• Strong verbal communication and interpersonal skills for effective stakeholder management.

About Us:

GreenLane is a Singapore-based recruiting firm specializing in banking, trading, tech, and other industries. We take pride in connecting exceptional talent with leading organizations.

EA Licence No.: 20C0261 | Registration No.: R23118854

By submitting your application, you consent to GreenLane collecting, using, and disclosing your personal data for recruitment purposes in line with our Privacy Policy.

Wealth Relationship Manager

Working Days & Hours: Flexible
Working Location: Flexible
Salary Range: $3000-$4000 Monthly Allowance + Commission

• Proven Track Record: Join a team with a consistent track record of guiding entry level consultants towards quantum growth in production and earnings within the first year of joining.
• Compensation Package: We offer a fair compensation package to ease your transition into the FA team, ensuring you are well-rewarded for your efforts.
• Recognition: Experience success and walk amongst giants with a cohort comprising 40% Million Dollar Round Table (MDRT) qualifiers, numerous Court of Table (COT) qualifiers and 2 Top of Table (TOT) qualifiers.
• Proprietary Platforms: Differentiate yourself from industry peers by leveraging our exclusive platforms, offering you unparalleled opportunities to expand your clientele and network.

Unique Selling Points (USPs) of Company:

• Transformation and Empowerment: We have the ability and a proven track record of propelling newcomers to remarkable heights within the first year.
• Guidance for Excellence: Benefit from the company ecosystem and guidance, propelling you to excel.
• Mentorship Opportunities: Gain insights from experienced consultants through our mentorship programs, fostering your personal and professional growth.
• Fair Compensation: Enjoy a fair compensation package to support your transition and reward your hard work.
• Client Acquisition Platform: Never worry about shortage of leads; we provide a robust client acquisition platform for you to build your clientele.
• Comprehensive Training: Benefit from extensive training programs that will equip you with the knowledge and skills necessary to excel in wealth management, financial advisory, business owner planning, estate planning, property advisory, re-financing and more.
• Allowance Schemes: Take advantage of our monthly allowance schemes to provide stability of income while you grow your career.
• Business Essentials: Receive state of the art IT tools and our proprietary applications that will help you navigate the required administration and paperwork with ease.

Job Requirement:

• Diploma in any field
• Training provided

Tan Jia Jun | REG No: R23112681
The Supreme HR Advisory Pte Ltd | EA No: 14C7279

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

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
• The successful candidates will be placed in different position level based on their working experiences/education level
• Only Singaporean

Job Highlights

• Competitive Remuneration Package
• Handphone Reimbursement
• Commission
• Training Provided
• 5-day work week

Interested candidate who meets the essential prerequisites, please apply with your detailed resume, stating current and expected salary and contact telephone number.

We regret that only shortlisted candidates will be notified.

Data Protection Notice – Your “personal data” (as ascribed by the Personal Data Protection Act 2012 of Singapore as amended, revised or re-enacted thereto from time to time (PDPA)) is collected and may be used and/or disclosed for the purpose of determining your suitability for a position with us. These personal data may be disclosed to entities or parties to whom disclosure of personal data is reasonably necessary for the stated purpose, including to verify or obtain additional information from education institutions and current/previous employers. The personal data of unsuccessful applicant may be retained to be considered for future job opportunities. If you provide us with any personal data relating to a third party (e.g. information of your dependent, spouse, children and/or parents), by submitting such information to us, you represent to us that you have obtained the consent of that third party to you providing us with their personal data (Third Party Personal Data) for the purpose stated in this Notice (Third Party Consent). We only collect and use personal data which are relevant. We seek your clear and unambiguous consent to the said collection, use and/or disclosure, and also, your confirmation regarding the Third Party Consent.

[Job ID: 401769]

Responsibilities:

• Develop and maintain long-term relationships with priority banking clients by providing tailored financial solutions that meet their individual needs.
• Manage a portfolio of priority banking clients, ensuring a high level of customer satisfaction and retention.
• Build trust and credibility with clients through regular meetings, understanding their financial needs, and offering suitable products and services.
• Conduct professional, consultative financial analysis and profiling to understand clients' financial goals and objectives.
• Provide expert advice on a wide range of financial products, including investments, insurance, loans, and other wealth management solutions.
• Stay informed about market trends, economic conditions, and new financial products to offer clients the best options.
• Achieve sales targets for new business acquisition, cross-selling, and up-selling of financial products to clients.
  Identify and source new clients through referrals, networking, and marketing activities.
• Actively pursue opportunities to expand the client base and increase wallet share.
• Foster strong, ongoing relationships with clients to ensure their continued business and satisfaction.
• Proactively address client concerns and resolve issues to maintain client loyalty.
• Implement strategies to reduce client attrition and retain key accounts.
• Continuously monitor the performance of clients' portfolios and make recommendations to optimize financial outcomes.
• Review clients’ financial goals regularly to ensure alignment with their evolving needs and market conditions.
• Provide high-quality and efficient after-sales service, ensuring client satisfaction and addressing any concerns promptly.
• Offer tailored solutions to resolve clients’ banking or investment needs in a timely manner.

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

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

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 SUMMARY

• To manage Branch operational risk and ensure controls are in place
• To comply with the processes on cash handling and branch operations as per Branch Operations Manual
• Assist the BOCEM on the day to day running of branch operations
• To resolve client complaints/feedbacks/issues and manage clients service expectations
• Support the branch in achieving its business objectives within regulations and guideline of external regulatory bodies and the bank
• Activate, educate & direct clients to utilise digital/self- service terminal (SST) channels
• Generate new sales opportunities through referral (excluding insurance and investment)
• To be proactive in improving workflows / internal processes in branch

RESPONSIBILITIES

Branch Operations

• Granting transaction approval and overrides for all CER/ Senior CER within delegation limit
• Checking and approval of Application / Service Request documentations for all products / services.
• Collection of cheques from Quick Cheque Deposit box & batch for processing under dual control
• Review of all Daily/Monthly Reports via Report-to-Web (except GL Reports to be reviewed by BOSM)
• To scrutinize reports/schedules for unusual entries which may require further investigations / Escalations if required
• To raise any Suspicious Transaction Report (STR) if necessary
• Review of Daily Transaction Vouchers
• Stock Control – Custodian for Cashier’s Orders, Savings Passbooks, MLI Cards, Captured MLI/Credit Cards, Cheque Books and any others pending clients’ collection.
• Ensure all Drafts application, Telegraphic Transfer applications, standing instruction, GIRO, Payplus, Clients’ Requests are scanned / batched with appropriate authorization to relevant departments for processing on time
• Collate data/information related to branch reporting.- Accurate & Timely Submission
• Reporting of Daily, Weekly and Monthly Returns where applicable
• Reporting of any other Ad hoc information required from time to time
• Assist in answering phones, general enquiries and investigations.
• Branch Cash Operations In absence of BOCEM, CEOM to assume role of Cash Officer (Keyholder / Safe Combination Holder where applicable).
• To execute controls on cash within the present guidelines of the Bank

Limits Management

• Ensure the overall cash is within the Branch Cash Holding limits (end of day Branch limits)
• Ensure all Client Experience Representative (CER)/ Senior Client Experience Representative (CER) do not exceed intra-day limit /end of day cash limit
• Maintenance of Cash position in all auxiliary Services – ATM/CDM
• Escalate in the event of breaching branch cash holding limits to Branch Manager. Inform also via email the Head, Branch Operations and provide reasons / justifications on the breach
• Raise RMS for change of transaction limits when necessary (e.g. upgrade from CL5 to CL4)

Approvals, Controls & Reconciliations

• Ensure dual control operation of the Cash Vault/ATM/CDM
• Granting transaction approval and overrides for all CER/ Senior CER within delegation limit
• Approve movement of cash to and from vault with Senior CER under dual control and confirm denomination and value input in eBranch System
• Approve cash indent and return to MAS/Battery Road Branch via CISCO
• Perform Surprise Cash Checks at a pre-determined frequency
• Daily reconciliation of physical cash in Vault/ATM/CDM with - Senior CER under dual control
• Perform daily checks (random sample of 5% or 5, whichever is lower) on signature verification, transaction validation and technical details for each CER/ Senior CER’s Debit transactions within the CER/ Senior CER’s limit and sign off on the vouchers as evidence of checks.
• All staff to refer to Cash Operations Manual in Knowledge One for full details

Management of Service Delivery

• Ensure clients are being served within stipulated standard (refer to scorecard)
• Assist clients in queries; handling feedbacks, complaints that are escalated by CER/Sales staff which includes escalated exceptional investigations and queries and liaising with other functions/department

Referrals

• Generate new sales opportunities by proactively referring client with banking needs to respective Sales Staff for cross-selling & upselling, (except insurance and investment)
• To activate, educate & direct clients to utilise digital/self service terminal (SST) channels

Compliance / Operational Risk

• Dual Control to be observed at all times
• To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Line Manager & Transaction Monitoring Unit.
• Ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities, including controls relating to Guidelines on Fair Dealing and Treating Clients Fairly outcomes

Regulatory & Business Conduct

• Display exemplary conduct and live by the Group’s Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
• Lead to achieve the outcomes set out in the Bank’s Conduct Principles

Key Stakeholders

• Client Network
• Branch Manager
• Branch Staff
• Branch Central Team

Our Ideal Candidate

• Diploma or Degree holder
• Good verbal and written communication skills
• 2 years of relationship service management experience in retail banking

Role Specific Technical Competencies

• Cash Handling
• Customer service
• Written and verbal communication
• Attention to details
• Microsoft office skills- Outlook, Excel, Word

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Recruitment Assessments

Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Visit our careers website www.sc.com/careers

About the job

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

Skills and experience required

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

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

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

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

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

- Permanent

- Up to $6,500 + VB

- Near Raffles MRT

- Mon – Fri; 8.50AM – 5.30PM

Job Responsibilities:

• Responsible for marketing, relationship management and business development among new and existing clients for non-Japanese business in the countries assigned.
• Responsible for the origination of deals with non-Japanese Corporate clients for the Bank.
• Responsible for identifying, researching & recommending credit business opportunities, developing market contacts and facilitating business transactions for the Bank.

Period:

• Permanent

Working Hours:

• Mon to Fri, Office hours

Salary:

• Up to $6500 + VB

Location:

• Near Raffles MRT

Requirements:

• Experience in banking sector or other financial sector
• Strong analytical, communication and interpersonal skills
• Familiar and have a good understanding of Traders/Commodities business, Asset Financing (Ship, Aviation, etc) would be preferred.
• Overseas travel may be required.

Interested applicants, kindly email your detailed resume (MS Word format is preferred):

[email protected] (Registration no: R23114826)

Please ensure that applications sent through email are no bigger than 1Mb.

We thank all applicants for your interest but regret to inform that only shortlisted candidates would be notified.

Success Human Resource Centre Pte Ltd (EA License Number: 97C4832)

160 Robinson Road, #13-07/08/09 SBF Center, Singapore 068914

T: 6337 3183 | W: www.successhrc.com.sg

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
• Corporate sales in relevant industries are welcome to apply

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. Privacy Policy Our Global Privacy Policy

Jobs Responsibilities

• Help in the identification of potential client relationships
• Help interactions with clients and strengthen our relationships with Mid Tier Corporates & SEA companies
• Ensure that the Bank is in possession of all required facility documents duly executed by the client.
• Initiate KYC process and review the Account on a periodic basis in supporting their business offshore.
• Initiate prospects and assess opportunities for an assigned portfolio of corporate (but not limited to) relationship and new clients. (for offshore business only)
• Work closely with Representative Offices, Branches and Head Office to generate business leads for offshore business.

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.

Salary: up to $5000

Duration: 1 year contract

Working Days & Hours: Mon-Fri Office Hours

Location: Raffles Place

Job Description:

Business Development

• In conjunction with Head of Coverage – Singapore (overseeing SEA portfolio) work closely to formulate and implement FAB’s strategic plan for Mid-Tier Corporates, bearing in mind the laws, rules and regulations of Indonesia and SEA region.
• Help in the identification of potential client relationships
• Help interactions with clients and strengthen our relationships with Mid Tier Corporates & SEA companies
• Ensure that the Bank is in possession of all required facility documents duly executed by the client.
• Initiate KYC process and review the Account on a periodic basis in supporting their business offshore.
• Initiate prospects and assess opportunities for an assigned portfolio of corporate (but not limited to) relationship and new clients. (for offshore business only)
• Work closely with Representative Offices, Branches and Head Office to generate business leads for offshore business.

Internal Collaboration

• Develop a close working relationship with all departments/ sub-departments including Product partners (Debt Capital Markets, Global Transaction Services, Islamic Banking, Corporate Finance, Private Banking and Treasury & Global Markets) and Credit in order to contribute to overall business development within the SEA Region.

Client and Market Analysis

• Conduct analysis on clients’ financial health and needs as well as their industries/ markets on regular basis

Credit Process

Collect credit request and documents from the clients for our offshore business. Conduct analysis on clients’ financial health and needs as well as their industries/ markets on regular basis

Credit Approval

· 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.

· Prepare credit memoranda and other information relevant for the credit application package of new credit applications, annual reviews and ad-hoc applications.

· Ensure the quality of the credit portfolio is maintained by reviewing proposals and identifying and assessing all risks inherent in credit exposures.

Continuous Improvement

• Identify opportunities for continuous improvement of systems, processes and practices taking into account ‘international leading practice’, improvement of business processes, cost reduction and productivity improvement.

Policies, Systems, Processes & Procedures

• Follow all relevant departmental policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner.

MIS and Reports

• Prepare reports in a timely and accurate manner to meet the department’s and requirements, policies and standards.
• Conduct site visits, where necessary and followed with Call reports.

Perform any other ad-hoc tasks when assigned.

Job Requirements: Min Degree in Accountancy/Finance or similar

Interested candidates, please submit your resume to: [email protected]

Ally Audrey Lok Xin Woon

Recruit Express Pte Ltd (Healthcare & Lifescience)

Company EA Licence number : 99C4599

Personnel EA License: R21102307

[email protected]

Business Function

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.

Responsibilities

• Grow the business through proactive acquisition and retention of HNW/ UHNW clients within the European Market
• Implement geographical focused strategy in line with the overall business strategy.
• Build and develop a deep understanding of clients’ investment needs.
• Provide sound financial advice to clients working in partnership with the Investment Counsellors and Product Specialists.
• Be a strong advisor to the clients in their wealth journeys and work to continually strengthen the client relationships.
• Ensure compliance to the bank's and regulatory requirements.

Requirements

• Bachelor's degree with at least 8-12 years of relevant experience.
• Sound knowledge of private banking products and solutions as well as deep expertise of the European Market and relevant networks.
• Good understanding of compliance and regulatory requirements.
• Excellent interpersonal and communication skills with strong client centricity.
• Team player with the ability to collaborate widely with various internal stakeholders to drive client acquisition and retention.

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.

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

Roles and Responsibilities

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

Skill and Requirements

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

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

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

About The Company

Our client is an established Private Bank with a global presence. As part of their expansion plans, we are looking for an experienced Assistant Relationship Manager to join the team.

About The Job

• Process client payment orders, executing securities, funds, bonds and other trades
• To liaise closely with various stakeholders to investigate and resolve any client enquiries or issues
• Assist in account opening process and the maintenance of client data and reports
• Ensure that all transactions adhere to regulatory requirements and internal policies
• Any other ad hoc duties as required

Skills And Experience Required

• Bachelor Degree in Banking and Finance or related fields
• Carries at least 5 - 8 years of relevant experience in a Private Bank or Wealth Management Firm
• Completion of CACS Papers 1 & 2 will be an added advantage
• Strong interpersonal and organisational skills

To apply online please use the 'apply' function, alternatively you may contact Sophia Tan at +65 9101 6602. (EA: 94C3609/ R1980830)

Responsibilities

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

Requirements:

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

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

Email resume to [email protected]

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

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

Posting Personnel: Ng Jwee Ken

Ref: L739Y773

Job Description

• Coordinate with Product Development teams, Operations and other functional counterparts on daily basis.
• Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
• Assist the Relationship Manager in providing the periodic investment market updates, placement and execution of the OTC and listed investment trades covering FX, bonds, equities, funds and structured products.
• Provide administrative and client support to Relationship Manager, include maintaining and updating client transaction records/ reports as well as client data (e.g. contact lists, account numbers, facilities details, etc.)
• Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.
• Ensure superior customer service and contribute to the overall customer experience of the Bank.
• Perform other duties and responsibilities as assigned by the Supervisor.

Requirements

• Degree in Business Major in Finance/Economics/Commerce/Accountancy or any other relevant education.
• Strong communication and organizational skills, with the ability to interact with Chinese-speaking clients.
• Fresh Graduates with related internship experience are welcome to apply.
• Immediate availability will be an added advantage.

JOB PURPOSE:

• To originate, develop and cross-sell business from the Greater China region in compliance with the bank’s strategy and within the regulatory and risk parameters.
• To efficiently manage the bank’s existing corporate assets portfolio.
• To focus on businesses which are sound and profitable with consideration being given to the risk aspect of the targeted businesses.

PRINCIPAL ACCOUNTABILITIES:

• At least 5 years of relevant banking experience.
• Prior experience and have good client contacts in the Singapore, Taiwan, Hong Kong and China markets.
• Experienced in dealing with large corporate clients originating from Greater China, with knowledge of both Singapore market and Greater China market. To originate (including cold calling) and develop business in compliance with the Bank’s strategy
• Be familiar with trade finance products & trade facility credit application written-up. Prior experience in syndicated, structured/ project finance deals is a plus.
• Cross-sell among product business units and inter-branch.
• Experience in the entire credit process from deal acquisition up to conclusion (including documentation).
• Acquiring and evaluating new accounts.
• Preparing term sheet and structuring credit facilities, performing credit assessment of financial statements, cashflow projections, sensitivity analysis, periodic credit reviews of the existing accounts and loan documentation.
• Experience in KYC/AML process
• Achieve bank’s KPI in line with MBO.

KEY COMPETENCIES:

• Strong marketing acumen
• Strong relationship management skills
• Sound credit, financial analysis and cashflow projection skills
• Presentation skills and negotiation skills
• Product & Market knowledge
• Communication & interpersonal skills
• Analytical and problem-solving/decision-making skills, Result-oriented.
• Ability to work well in a team.
• Proficiency in English & Mandarin (Spoken and written) is required. Have to conduct credit analysis on Singapore company, Taiwan parent group and China parent group (Financial report in Mandarin)

Wealth Relationship Manager

Working Days & Hours: Flexible
Working Location: Flexible
Salary Range: $3000-$4000 Monthly Allowance + Commission

• Proven Track Record: Join a team with a consistent track record of guiding entry level consultants towards quantum growth in production and earnings within the first year of joining.
• Compensation Package: We offer a fair compensation package to ease your transition into the FA team, ensuring you are well-rewarded for your efforts.
• Recognition: Experience success and walk amongst giants with a cohort comprising 40% Million Dollar Round Table (MDRT) qualifiers, numerous Court of Table (COT) qualifiers and 2 Top of Table (TOT) qualifiers.
• Proprietary Platforms: Differentiate yourself from industry peers by leveraging our exclusive platforms, offering you unparalleled opportunities to expand your clientele and network.

Unique Selling Points (USPs) of Company:

• Transformation and Empowerment: We have the ability and a proven track record of propelling newcomers to remarkable heights within the first year.
• Guidance for Excellence: Benefit from the company ecosystem and guidance, propelling you to excel.
• Mentorship Opportunities: Gain insights from experienced consultants through our mentorship programs, fostering your personal and professional growth.
• Fair Compensation: Enjoy a fair compensation package to support your transition and reward your hard work.
• Client Acquisition Platform: Never worry about shortage of leads; we provide a robust client acquisition platform for you to build your clientele.
• Comprehensive Training: Benefit from extensive training programs that will equip you with the knowledge and skills necessary to excel in wealth management, financial advisory, business owner planning, estate planning, property advisory, re-financing and more.
• Allowance Schemes: Take advantage of our monthly allowance schemes to provide stability of income while you grow your career.
• Business Essentials: Receive state of the art IT tools and our proprietary applications that will help you navigate the required administration and paperwork with ease.

Job Requirement:

• Diploma in any field
• Training provided

Tan Jia Jun | REG No: R23112681
The Supreme HR Advisory Pte Ltd | EA No: 14C7279

Our client, one of the Fastest Growing Non-Bank Financial Institute in Singapore is looking for relationship manager to join their team of Relationship Manager.

Working Hours: Monday to Friday (8.30am - 5.30pm)

Work Location: On-Site (Nearest to Novena MRT)

Work Type: Permanent

Responsibilities

- Acquiring new corporate clients for secured lending (property)

- Manage and service existing accounts

- Promote company's range of financial products and offer guidance on loans

- Generate & achieve KPI targets assigned

- Build a strong network of business contracts to generate referrals

- Prepare credit proposals involving financial analysis

Requirements

• Diploma or Degree in Business Management, Finance, Sales, or related fields.
• Minimum 1-2 years of working experience in sales and sales support roles.
• Highly self-motivated, proactive, and result-oriented.
• Strong interpersonal and communication skills.
• Able to work independently while also contributing effectively to a team.
• Strong understanding of customer needs and market trends.
• Relevant work experience in unsecured lending, property/term loans, and mortgage loans (preferred).

RMA Consultants EA License No: 93C4403

Foo Erin Reg No: R2196422

Principal Responsibilities:

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

Requirements:

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

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

About the Role

Greenlane is hiring on behalf of our esteemed banking client for a Relationship Manager role within the Commodity Structured Trade Finance Department. This exciting opportunity is ideal for professionals passionate about corporate banking, trade finance, and fostering client relationships.

Responsibilities

• Effectively manage and grow the bank’s existing corporate client portfolio.

• Acquire and evaluate new clients, structure credit facilities, perform credit assessments, cash flow projections, and loan documentation.

• Conduct thorough KYC checks, ensuring strict adherence to compliance procedures and reporting requirements within the bank’s framework.

• Assess credit risks by conducting detailed financial analysis and preparing credit reports.

• Address client queries and resolve issues promptly and efficiently.

• Collaborate with internal teams, both locally and across overseas branches, to support business objectives.

• Undertake additional tasks or projects as assigned by the Head of Department or management.

Requirements

• Bachelor’s degree or higher, preferably in Business, Accounting, Banking, Finance, Economics, or related disciplines.

• Minimum of 3 years in managing corporate banking relationships.

• Prior experience in syndication, trade finance, or the commodities sector is highly desirable.

• Strong credit writing and analytical abilities.

• Excellent verbal communication and interpersonal skills to work effectively with stakeholders across departments.

• Proactive, energetic, results-driven, with strong business acumen.