Total 971 relationship manager job vacancies in islandwide

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

Our Client:

• Investment Management Industry.
• Mon to Fri, 9.30am to 6.30pm
• Tai Seng
• UP $7000 Basic + Commission + Performance Bonus

Our Client, is a family office for a local ship bunker in Singapore. They are the investment arm that specialises in working with High Net Worth individuals and institutions for Private Equity Real Estate ​​​​​​& Alternative Investments.

Responsibilities:
The Relationship Manager will be responsible for managing and servicing a portfolio of investment clients, as well as identifying new business opportunities to grow the client base.

• To develop and execute strategies for attracting new investors and securing investment commitments.
• Identify, engage, and maintain relationships with high-net-worth individuals, institutional investors, and family offices.
• ​Identify new business opportunities to grow the client base
• Work closely with other teams to develop investment solutions tailored to the clients' needs, and keep up-to-date with market trends and industry news.

Requirements:

• Possess a pool of accredited investors.
• Successful sales track record as this is a hunter role
• Experience in investment management, financial planning, portfolio management or related fields
• Proven record of effectively guiding clients through investment processes while managing expectations will be preferred.
• Strong knowledge of the financial market trends, investment products and strategies.
• Bachelor's Degree in Finance, Economics or related field

Other information:

• Location: Tai Seng
• Mon to Fri: 9.30am to 6.30pm
• Salary + Commission + Performance Bonus

For interested applicants, please click "QUICK APPLY" or send your resume to: [email protected]

We regret to inform that only shortlisted candidates would be notified.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Tan Yueh Hua, Karen | EA Reg No: R1658726

JTE Recruit Pte Ltd | EA Lic No: 14C7215

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.

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 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

Job Summary

• As a Standard Chartered Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements.

The purpose of the role is to

• Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment

Implementation and oversight of the below individual responsibilities:

• To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
• To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
• In consultation with the PB team manager/ branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals
• To participate in marketing and promotional activities for customer acquisition.
• To source and call on individual prospects
• To provide quality, efficient after-sales services
• To manage anti-attrition and retention of clients
• To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
• To solicit referrals from other parts of SCB eg. RMs from C&I, staff, etc.
• To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
• To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.

Strategy

• Responsibilities that are related to the development and implementation of a strategy, for example, Awareness and understanding of the Group’s business strategy and model appropriate to the role.

Business

• Responsibilities related to the delivery of business and/or financial objectives.

Processes

• Reference the processes for which the Role Holder is responsible, as per the Operational Risk Framework definition of first / second line.

People & Talent

• Responsibilities that are related to the development and implementation of a strategy, for example, Awareness and understanding of the Group’s business strategy and model appropriate to the role.

Key Responsibilities

• Provide outstanding client experiences.
• Organised, follow-up leads, complete and record appointments, close customer requests
• Support our clients to meet their financial needs, as they progress through their career and life-stages.
• Build relationships for the long-term and understand clients financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.
• Keep abreast of market trends, new product offerings and the latest campaigns.

Risk Management

• Responsibilities relating to identifying, assessing, monitoring, controlling and mitigating risks to the Group, as well as an awareness and understanding of the main risks facing the Group and the role the individual plays in managing them.

Governance

• Responsibilities relating to the direction, planning, structure, frameworks (e.g. processes and policies) and oversight.

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.
• Lead the [country / business unit / function/[team] to achieve the outcomes set out in the Bank’s Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] *
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key stakeholders

• Cluster Heads,Product Mgrs, STMs and etc.

Our Ideal Candidate

• RNF & CMFAS Certificates
• 3 years of relationship management and retail banking experience

Role Specific Technical Competencies

• Client Acquisition Experience
• Account Management (of HNW Individuals) Experience
• Technical knowledge and expertise in consumer banking products (i.e. Treasury, Equities, Funds, Insurance, etc)

Skills and Experience

• Banking knowledge and sales experience.
• Excellent communication, interpersonal and relationship building skills.
• Ability to learn new products and services quickly.
• Market awareness and benchmarking.
• Management information.
• Work in a flexible and agile way.
• Courageous, creative, responsive, and trustworthy.
• Thrives in an international environment.
• Enjoys being in a team, engaging with co-workers.
• Motivated self-starter, identifying opportunities.
• Maintains a high standard of personal conduct and lives our valued behaviours.

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

About Wealth and Retail Banking

• Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world’s fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs.

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

Our Client:

• Investment Management Industry.
• Mon to Fri, 9.30am to 6.30pm
• Tai Seng
• UP $7000 Basic + Commission + Performance Bonus

Our Client, is a family office for a local ship bunker in Singapore. They are the investment arm that specialises in working with High Net Worth individuals and institutions for Private Equity Real Estate & Alternative Investments.

Responsibilities:
The Relationship Manager will be responsible for managing and servicing a portfolio of investment clients, as well as identifying new business opportunities to grow the client base.

• To develop and execute strategies for attracting new investors and securing investment commitments.
• Identify, engage, and maintain relationships with high-net-worth individuals, institutional investors, and family offices.
• Identify new business opportunities to grow the client base
• Work closely with other teams to develop investment solutions tailored to the clients' needs, and keep up-to-date with market trends and industry news.

Requirements:

• Possess a pool of accredited investors.
• Successful sales track record as this is a hunter role
• Experience in investment management, financial planning, portfolio management or related fields
• Proven record of effectively guiding clients through investment processes while managing expectations will be preferred.
• Strong knowledge of the financial market trends, investment products and strategies.
• Bachelor's Degree in Finance, Economics or related field

Other information:

• Location: Tai Seng
• Mon to Fri: 9.30am to 6.30pm
• Salary + Commission + Performance Bonus

For interested applicants, please click "QUICK APPLY" or send your resume to: [email protected]

We regret to inform that only shortlisted candidates would be notified.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Tan Yueh Hua, Karen | EA Reg No: R1658726

JTE Recruit Pte Ltd | EA Lic No: 14C7215

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

[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

Responsibilities

We are looking for qualified wealth-planning professionals to join our Retail Banking team. As a Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions. With a focus on forging long-term relationships with our mass-affluent customers, you are able to tailor holistic financial planning solutions to address customers’ unique needs and grow their wealth with us.

• Provide comprehensive financial advice and wealth management solutions for retail customers, including but not limited to insurance and unit trusts
• Be well-versed in the bank’s products and services to address customers’ financial needs
• Establish new customer relationships, proactively develop and manage your customer’s wealth portfolio to generate revenue
• Consistently meet sales targets and all other deliverables

Requirements

• Diploma qualification or higher
• At least 1 year of relevant financial advisory experience in banking and/or financial services. Candidates with more years of relevant experience will be considered for a Senior Relationship Manager role.
• Equipped with the necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework, namely CMFAS Module 5, 8, 8A, 9, 9A and Health Insurance
• Strong interpersonal skills and results-oriented with professional conduct and a proven ability to consistently achieve sales targets
• Good knowledge of wealth management and investment products, as well as industry trends
• Willing to work on a flexible schedule that includes roadshows on weekends

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

You will be part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB's mass-affluent customers. You are expected to achieve individual sales targets while ensuring accurate and timely completion of the entire sales and compliance process.

• Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of UOB’s clients
• Develop and deepen relationships with clients who have been assigned to you
• Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)

Job Requirements:

• A recognised university degree
• At least 1 year of relevant financial advisory experience gained in the banking and/or financial services sectors; experienced candidates would be considered for a more senior position
• Good knowledge of wealth management & investment products
• Results-oriented, dynamic and self-driven
• Competent in engaging and managing internal and external clients
• Proven ability to exceed sales target
• Resourceful and able to work with minimal supervision

[Job ID: 401667]

Responsibilities:

• Build and maintain strong, long-lasting relationships with individual and business clients, understanding their financial needs and goals.
• Provide expert advice on a wide range of banking products and services, including savings and investment accounts, loans, mortgages, and wealth management solutions.
• Proactively identify new business opportunities and cross-selling opportunities to drive revenue growth and meet sales targets.
• Conduct regular client meetings to review their financial portfolios, address concerns, and recommend suitable banking solutions.
• Ensure timely follow-up with clients, ensuring their needs are met and any issues or concerns are addressed promptly.
• Develop and implement strategies to retain existing clients and attract new business through referrals and networking.
• Collaborate with other departments (e.g., credit, operations, and risk management) to ensure a seamless service experience for clients.
• Monitor the market and industry trends to stay up-to-date with competitor offerings and identify opportunities for differentiation.
• Manage and oversee clients' accounts, ensuring that all transactions comply with relevant regulations and internal policies.
• Handle client inquiries and resolve issues related to banking services, providing exceptional customer service at all times.

Requirements:

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

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

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

EA Personnel Name: Sandy Ng

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

[Job ID: 401769]

Key Responsibilities:

• Build and manage strong, long-term relationships with high-net-worth individuals (HNWIs), understanding their financial goals, aspirations, and personal circumstances.
• Provide personalized financial advice, including investment management, wealth structuring, tax optimization, retirement planning, and estate planning.
• Develop and implement tailored financial strategies that align with clients' objectives, ensuring a holistic approach to wealth management.
• Proactively identify opportunities for cross-selling and upselling banking products and services, including lending solutions, insurance, and investment opportunities.
• Conduct regular reviews of clients' portfolios, providing updates, performance analysis, and recommendations for adjustments based on market conditions and clients' changing needs.
• Ensure a seamless and superior client experience by offering exceptional service and resolving any issues or concerns promptly.
• Work closely with internal teams, such as investment advisors, legal experts, and product specialists, to deliver comprehensive wealth management solutions.
• Stay informed on market trends, economic developments, and regulatory changes to provide timely and relevant advice to clients.
• Cultivate a strong network of referrals and leverage industry contacts to bring in new HNW clients and expand the portfolio.
• Achieve and exceed sales targets and key performance indicators (KPIs), contributing to the bank's growth and profitability.
• Ensure compliance with all relevant regulatory requirements, internal policies, and industry standards when offering financial advice or services.

Requirements:

• Prior experience as a Relationship Manager within Priority/Privilege/Premier Banking.
• Personal Bankers with a proven sales track record or Financial Advisors qualified for MDRT are encouraged to apply.
• Demonstrated sales expertise and ability to work with high-net-worth (HNW) clients.
• Knowledge of wealth management products like FX, bonds, and structured notes.

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

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

EA Personnel Name: Sandy Ng Mei Qi

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

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

Roles and Responsibilities

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

Skill and Requirements

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

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

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

Responsibilities

We are looking for qualified wealth-planning professionals to join our Retail Banking team. As a Prestigious Wealth Management Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions. With a focus on forging long-term relationships with our mass-affluent customers, you are able to tailor holistic financial planning solutions to address customers’ unique needs and grow their wealth with us.

• Provide comprehensive financial advice and wealth management solutions for Prestigious Wealth Management and retail customers, including but not limited to insurance and unit trusts
• Be well-versed in the bank’s products and services to address customers’ financial needs
• Proactively develop and deepen relationships with customers assigned to you while also expanding your customer base and establishing new customer relationships to generate revenue
• Consistently meet sales targets and all other deliverables

Requirements

• Diploma qualification or above
• At least 2 years of relevant financial advisory experience in banking and/or financial services
• Equipped with the necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework, namely CMFAS Module 5, 8, 8A, 9, 9A and Health Insurance
• Strong interpersonal skills and results-oriented with professional conduct and a proven ability to consistently achieve sales targets
• Good knowledge of wealth management and investment products, as well as industry trends

*Seeking for an Assistant Relationship Manager with minimum 3 years of experience as an Assistant RM and/or Credit analysis in Corporate Banking experience sector*

THE COMPANY

Renowned for their solid brand and bank’s culture, the company is well-received and accepted by their employees. The bank is currently seeking for an Assistant RM to be part of their team.

JOB RESPONSIBILITIES

• Assist the Corporate Banker's coverage and managing of the clients
• Conduct credit analysis, write credit papers and reports
• Perform credit reviews for the bank’s client
• Liaise with customers on any queries
• Monitor the bank’s loan portfolio
• Assist in the funding operations
• Ensure proper KYC and documentation
• Collaborate effectively with other internal and external stakeholders

JOB REQUIREMENTS

• Degree in Business Major in Finance/Economics/Commerce/Accountancy or ACCA or any other relevant education
• Minimum 3 years of experience as an Assistant RM and/or Credit analysis in Corporate Banking experience sector
• Highly analytical, focused, has good interpersonal and communication skills

If you will like to explore this opportunity, please email your resume in Microsoft Word format to [email protected]

We thank you for your interest and will contact shortlisted candidates for more detailed discussion.

For more job openings, please visit our website at https://resolutehunter.com/opportunities/

EA Licence 18C9105

EA Reg R1105305

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.

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.

[Order Number: 824377]

Responsibilities

Portfolio focus - Real Estate

• Oversee and manage a portfolio of clients, providing consultative financial analysis to align with their investment goals.
• Identify and pursue new business opportunities to grow the client base and drive revenue expansion.
• Collaborate with internal teams to create customized investment solutions tailored to clients' financial objectives.
• Offer clients regular market updates, trend analysis, and insights, keeping them informed on investment opportunities and risks.
• Build lasting client relationships by offering expert advice throughout the investment process, while promoting a variety of investment products and strategies, including structured notes, bonds, FX trades, and portfolio management.

Requirements

• Possess minimally 2 years exposure within the real estate investment field with a proven track record in investment management, portfolio management, or financial planning, with an existing pool of accredited investors.
• At least a bachelor's degree in Finance, Banking, Economics, or a related field.
• The ideal candidate would possess strong understanding of financial markets, investment products, and strategies.
• This employee should be equipped with excellent interpersonal skills and is able to demonstrate results-driven mentality.

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.

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EA Personnel Name: Yap Zia Xin

EA Personnel Reg. No.: R22109263

EA Licence No.: 07C5771

You will be part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB's mass-affluent customers. You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales and compliance process.

• Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of UOB's clients
• Develop and deepen relationships with clients who have bee assigned to you
• Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes, and regulatory requirements (ie FAA and other related statutory Acts)

Job Requirements

• A recognised university degree
• At least 1 year of relevant financial advisory experience gained in the banking and/or financial services sectors; experienced candidates would be considred for a more senior position
• Good knowledge of wealth management and investment products
• Results-oriented, dynamic and self driven
• Competent in engaging and managing internal and external clients
• Proven ability to exceed sales target
• Resourceful and able to work with minimal supervision

Your new company
A Fortune 500 worldwide banking leader, be amongst the influential alumni who shape the banking industry globally. Your new company is one of the largest financial services conglomerates, a global institution with a significant presence in numerous countries and territories.

Your new role
• Build relationships with onshore and offshore high net-worth banking clients.
• Be properly rewarded for your results, not anything else.
• Provide sales advisory to banking clients on market trends, identify and communicate relevant investment opportunities.
• Construct portfolios based on market data, market movements and trends. Achieve targeted returns for banking clients.
• Opportunity to learn and understand financial market movements. You will be trained to have in-depth knowledge of the S&P500, ACWI, equities, bonds, and funds.
• Understand the region's banking compliance requirements and adhere to the bank's compliance standards. What is it for? How is it relevant to the banking world at large?

What you'll need to succeed
• Well-spoken, positive attitude.
• Experienced with sales or client-facing roles is a plus.
• Interest or knowledge in financial markets would be beneficial.
• Bilingualism would be advantageous.

What you will get in return
• A career opportunity with a world-renowned banking conglomerate.
• Attractive salary package of $3,500 - $4,500 basic salary.
• Annual bonuses, and industry-leading commissions.
• Opportunity to learn and work with renowned industry leaders.

What you need to do now
If you're interested in this role, click 'apply now'. Due to the number of applicants, we regret that only shortlisted candidates will be notified.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

EA Personnel Registration No: R2094213 | EA License No: 07C3924 | Company Registration No: 200609504D

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.

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)