Total 706 relationship manager job vacancies in singapore marina view

Relationship Manager

About The Company

Sing Investments & Finance Limited has 60 years of lending experience in the financing arena in Singapore. Our core activities include the acceptance of fixed and saving deposits from the public as well as the provision of loans and credit facilities to individuals and corporations, particularly the Small and Medium Enterprises (SMEs) in Singapore. The relationships that have been built over the years have earned us the reputation as one of Singapore's trusted finance companies. We are seeking dynamic individuals to grow with us and to continue building relationships with our valued customers.

We are looking for motivated individuals with the experience and/or aptitude to grow our customer base. You will be expected to:

• Acquire and build a strong network of SME customers and boutique developers for loan products and credit facilities. For auto loan products, being familiar with Block Discounting, Floor Stock and Direct facilities would be advantageous.
• Develop new portfolios while increasing its profitability through cross-selling and referrals
• Achieve individual sales revenue and loan targets
• Analyse financial statements and structure credit facilities to ensure good credit quality
• Possess strong understanding of financial compliance and regulatory requirements

Requirements:

• Min Diploma level
• At least 2 years of relevant experience in a lending environment and working knowledge of mortgage loans in property development and/ land & construction loans
• Preferably with an established network of business contacts especially in the SME sector or tie-up with loan/ mortgage brokers. Strong ability to source and generate leads independently
• Good understanding of financial analysis is preferred
• Good writing, communication and interpersonal skills
• A self-starter and team player

*Corporate rank and remuneration will commensurate with experience. Only shortlisted candidates will be notified.

Relationship Manager

Job Description & Requirements

• Highest Remuneration
• Attractive performance commissions
• Allowance scheme and performance bonus to jump-start your career
• Career Advancement
• Work Life Balance
• Family-oriented working culture
• Strong support and guidance

Job Responsibilities:

• Develop and implement business plans and marketing strategies to achieve the business target
• Learn and understand various financial products
• Source and develop a network of high-net-worth clients
• Analyse and evaluate the client’s financial portfolio
• Conduct Financial Needs Analysis and recommend appropriate solutions
• Provide recommendation to help clients meet their financial goals and needs
• Build and maintain good relationship with clients
• Conduct fact find, customer needs analysis and provide financial solutions to clients
• Service and review financial portfolios in maintaining a long-term customer relationship
• Regularly report leads, activities, and pipeline
• Work closely with internal and external partners on referrals and client servicing
• Adhere to regulatory requirements set by the company and relevant authorities

Requirements:

• Diploma/ Degree holder in any discipline from a recognised institution
• Entry level candidates without prior experience are welcome (Training and coaching will be provided for all required candidates)
• Self-driven, result-oriented with good interpersonal skills
• Experienced hires in insurance/ bancassurance or financial products have the opportunity to join us as senior roles
• Loves interacting with people
• Passionate, Resilient, Resourceful and Positive working attitude
• Excellent telephone etiquette
• Highly persuasive and comfortable with handling customer’s objections
• Willing to learn and apply new techniques to improve skillsets
• M5, M8, M8A, M9, M9A, HI, M6, M6A, BCP, PGI, COMGI is an added advantage

Job Title: VIP Concierge / Relationship Manager

Job Description:

We are seeking a highly professional and service-oriented Concierge / Relationship Manager for members of a distinct private social club.

The ideal candidate will have a strong background in hospitality, relationship management of VIP clients in different capacity, coupled with event organizing and management experience.

This role will involve various responsibilities, including reception and floor management, membership sales, event planning and execution for members and exceptional member relationship management.

Candidates with strong self-initiative, attention to detail, ability to maintain and manage high-profile clients with the utmost discretion and professionalism will be considered.

Work Location: 5-minute walk from Clarke Quay MRT station

Employment Type: Full Time

Start Date: February 2025

Monthly Salary Range: 3200 - 4000

Responsibilities

• Front Desk: Ensure smooth operations within the club, providing an excellent customer experience.
• Member Sales: Manage and promote membership sales, event and product sales
• Event Execution: Assist in organizing and executing club events including both educational and recreational activities ensuring a seamless experience for attendees.
• Relationship Management: Maintain strong and healthy relationship with and among members, promote connections and care in whichever way members require

Requirements

• Background: Proven experience in a concierge, relationship manager, or similar role within hospitality, banking, or hotel sectors. Experience in managing high-end clubs, VIP lounges, or premium banking services.
• Sales Skills Strong sales background with the ability to drive membership sales and meet targets.
• Communication Skills Well-spoken, with strong interpersonal and customer service skills.
• Appearance Presentable with a professional demeanor.
• Personality Outgoing, kids loving, proactive, and capable of handling multiple responsibilities efficiently.

What We Offer:

• A supportive and vibrant work environment.
• Competitive salary and comprehensive benefits package.
• Opportunities for professional growth and career advancement.
• High-end working environment with exclusive clientele.

职位名称：VIP专员/关系经理

职位描述:
我们正在寻找一位高度专业且以服务为导向的VIP专员/关系经理，为一家私人社交俱乐部会员提供服务。

理想的候选人应具备酒店管理、高端客户关系管理的丰富经验，以及活动策划和执行的能力。

该职位包括多个职责范围. 包括接待和现场管理、会员销售、会员活动的策划和执行，以及卓越的会员关系管理。

我们欢迎具备强烈自我驱动力、注重细节、并能够以极高的保密性和专业精神维护和管理高端客户关系的候选人申请。

工作地点：从Clarke Quay MRT 站仅需步行5分钟

雇佣类型： 全职

开始时间： 2025年 2月

月薪范围： 3200 – 4000

职责：

• 前台 确保俱乐部运营顺畅，提供卓越的客户体验。
• 会员销售 管理和推广会员销售、活动及产品销售。
• 活动执行 协助组织和执行俱乐部活动，包括教育和娱乐活动，确保参与者拥有流畅的体验。
• 客户关系管理 维护与会员之间的良好关系，促进会员间的联系与关怀，根据会员需求提供支持。

任职详细：

• 背景: 拥有在高端会所、VIP 休息室或高端银行服务领域担任资深礼宾、关系经理或类似职位的经验。
• 销售技能: 具有强大的销售背景，能够推动会员销售并达成目标。
• 沟通能力: 口齿清晰，拥有良好的人际交往能力和客户服务技巧。
• 外表: 仪表端庄，具有专业的举止。
• 性格: 性格外向，喜爱儿童，积极主动，能够高效处理多项职责。

我们提供：

• 支持和激情丰富的工作环境。
• 具有比较专业的薪酬和维护奖励。
• 提供职业成长和生涯拖展。
• 高级和独一无二的工作环境和出色应用现场。

This role is part of the Commercial Banking team at a leading local bank, which is looking to expand its relationship manager portfolio, with a focus on the F&B segment. (middle - large SME focus)

This position is ideal for individuals currently in commercial banking seeking a move.

About the Job:

• Manage and acquire a portfolio of medium and large SMEs within the F&B industry, providing tailored trade solutions.
• Maximize revenue growth from customers, including up-tiering opportunities.
• Hone your credit skills and ability to build strong customer relationships.
• Prepare credit propositions for approval and ensure smooth implementation, disbursement, and utilization of lines.
• Ensure timely completion of credit reviews.

Requirements:

• A strong team player who is driven, proactive, and maintains a positive attitude.
• At least 5 years of experience in relationship management and credit - in a commercial banking/middle market set up.
• Excellent communication skills.
• Results-oriented with a strong focus on customer satisfaction.

Company Overview

LOOK CAPITAL is a registered and leading family office with a Capital Market Services license in Singapore, with AUM over 2 billion USD. Headquartered in Singapore, we have offices across Beijing, Hong Kong and Shenzhen. With the help of technology, we provide a one-stop service including global asset allocation, legal and tax advisory, and research and investment in cutting-edge global industries for technology millionaires.

Position Overview

LOOK CAPITAL is seeking an Assistant Relationship Manager to work closely with our Relationship Managers. The individual will coordinate with internal teams and external service providers, assisting our Relationship Managers to deliver superior experience for our clients.

Key Responsibilities

1. Client Data Management: Assist client managers with multidimensional client data management and provide data analysis results as required by the client managers.
2. Support Client Account Openings: Assist client managers in handling account opening processes, swiftly and accurately preparing application forms. Communicate and coordinate with various departments and teams of partner institutions to follow up on the progress of account openings, ensuring a smooth process.
3. Client Event Coordination: Assist in planning and executing client events, including online seminars, closed-door roundtables, and exclusive activities.
4. Internal Communication and Coordination: Collaborate across departments to ensure seamless interaction between the Relationship department and other departments.
5. External Communication and Coordination: Coordinate with external service providers such as private banks, lawyers, and trust companies to meet the comprehensive needs of our clients.

Qualifications

1. Bachelor’s degree or above, preferably in Finance, Economics, Business, International Trade, or related fields.
2. Strong banking acumen and professional ethics, with at least 3 years of experience in private banking.
3. Fluent in both Chinese and English is required in order to process documents and liaise with counterparties in both languages.
4. Effective communication and coordination skills.
5. Highly meticulous and patient, capable of carefully checking and verifying materials to ensure the accuracy and completeness of documents.
6. Accountability of own work, proactively solving problems, and maintaining high work efficiency.
7. Experience in similar capacity or finance industry is preferred.

LOOK CAPITAL is an equal opportunity employer. All applicants will be considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

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

Responsbilities:

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

Requirements:

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

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

Responsbilities:

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

Requirements:

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

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

About The Job

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

Skills And Experience Required

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

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

Key Responsibilities are as follows:

1. Preparation of new loan transactions, credit reviews, and investment memorandums for submission to the credit committee for approval and parent company for consultations.

2. Assist senior relationship manager in customer account management, including negotiating contracts and loan agreements.

3. Track and monitor the terms and conditions of customers' loan documents based on the loan portfolio assigned.

4. Prepare pitch book and information memorandum for presentation in the Japanese Language to existing customers and prospective clients.

5. Assist senior relationship manager in seeking new sales opportunities.

6. Any other tasks as assigned by the Head of Japanese Business Development.

Requirements:

1. Bachelor's Degree in Finance / Accounting or Business Administration.

2. Minimum of 2 years of working experience in banking industry preferred.

3. Team player and possess good communication and problem-solving skills.

4. Strong written and oral communication skills in Japanese and English to facilitate communication with Japanese customers and Head office in Japan.

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

About The Job

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

Skills And Experience Required

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

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

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

Job Responsibilities

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

Requirements

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

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

Kindly email your resume in a detailed Word format

We regret that only shortlisted candidates will be notified

People Profilers Pte Ltd

Tel: 6950 9754

EA Registration Number: R22110899

EA License number: 02C4944

EA Personnel: Celeste Wong Xin Yann

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

Job Responsibilities

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

Requirements

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

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

Kindly email your resume in a detailed Word format

We regret that only shortlisted candidates will be notified

People Profilers Pte Ltd

Tel: 6950 9754

EA Registration Number: R22110899

EA License number: 02C4944

EA Personnel: Celeste Wong Xin Yann

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

Responsbilities:

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

Requirements:

• Preferably 2-5 years of relevant experience in client servicing, operations or sales support within financial institutions
• Bachelor degree or diploma from reputable institutions
• Strong understanding of financial products and services
• Excellent interpersonal, communication and client interfacing skills
• Meticulous, strong attention to details
• Possess future oriented mindset, strive to innovate and adapt to changes
• Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
• Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient
• Preferably CACS certified

Job Descriptions

1. Acquire and onboard new PB clients onto the platform.
2. Growth of Net New Money and AUM.
3. Generating investment revenue of AUM.
4. Providing wealth management and banking services to clients.
5. Full compliance to rules and regulations governing the business.

Job Requirements

1. A network of client referral channels.
2. Ability to successfully convert and generate AUM into revenue.
3. Good financial market/product knowledge.
4. Keep abreast of market developments and opportunities and work closely with Investment Advisors to co-manage the portfolio of clients.
5. Deliver excellent service to clients and deepen relationship by value adding to clients’ wealth management needs with timely portfolio rebalancing and portfolio performance updates.
6. CACS certification is preferred.

Job Description:

• Cultivate relationships with high net worth (HNW) clients.
• Comprehend the financial objectives of HNW clients and propose tailored wealth management solutions, including insurance, leverage products, structured products, and investment instruments, to foster the protection and growth of their wealth.
• Deliver exceptional customer service, ensuring a superior banking experience.
• Participate in networking and marketing initiatives to enhance the customer base.

Skills and Experience Required:

• 2 years of sales experience - preferably banking
• Local diploma is minimally required

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

Company Overview

LOOK CAPITAL is a registered and leading family office with a Capital Market Services license in Singapore, with AUM of 3 billion USD. Headquartered in Singapore, we have offices across Beijing, Hong Kong and Shenzhen. With the help of technology, we provide a one-stop service including global asset allocation, legal and tax advisory, and research and investment in cutting-edge global industries for technology millionaires.

Position Overview

LOOK CAPITAL is seeking a Vice President/Director, Relationship Manager to join our dynamic team. The ideal candidate is a professional with strong private banking experience, excellent project management skills and a client-focused mindset, working together with our investment team to deliver superior experience for our clients.

Key Responsibilities

• Serve as a one-stop service point for clients, addressing their diverse needs by working with internal investment teams and liaising with external partners, including private banks, law firms, and trust companies, to ensure exceptional client satisfaction.
• Act as a personal assistant to high-net-worth clients, supporting them in managing various aspects of family affairs such as investment and asset allocation, legal and tax services, residency planning, healthcare, and children’s education.
• Continuously develop and refine best-in-class solutions while building a network of high-quality service providers to meet evolving client needs.
• Assist in planning and executing client engagement activities, including knowledge-sharing sessions, closed-door discussions, and exclusive private events.

Qualifications

• Bachelor's degree or above in Finance, Business, or a related discipline.
• Strong banking acumen and professional ethics, with at least 3 years of experience in private banking.
• Client-centric mindset with excellent communication and empathy skills, capable of responding to client needs promptly, including outside regular working hours.
• Proven project management skills with the ability to handle multiple projects and tasks simultaneously.
• Collaborative team player with a proactive approach to knowledge sharing and learning.
• This role primarily supports the Greater China market; therefore, business proficiency in Mandarin (both written and spoken) is required for effective communication with Mandarin-speaking clients and stakeholders.

LOOK CAPITAL is an equal opportunity employer. All applicants will be considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Introduction:

We seek a dynamic and experienced wealth manager to join our esteemed advisory team at Cerebrium Capital. As a wealth manager, you will guide and support our clients in achieving their financial objectives.

Your primary responsibility will include developing personalised financial plans, managing portfolios and providing expert advice on various financial matters, such as taxes, insurance and risk management.

The ideal candidate will bring their financial expertise and establish long-lasting relationships with clients while contributing to our mission of helping individuals achieve their economic aspirations. We offer a competitive compensation package, an attractive commission structure, comprehensive health benefits and a collaborative work environment.

Objectives of this role

• Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.
• Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.
• Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles.
• Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.
• Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.
• Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.
• Collaborating with internal teams, such as tax advisors, legal professionals and estate planners, to offer comprehensive financial solutions to clients.
• Helping the company meet its financial objectives through personalised financial planning.
• Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.

Your tasks

• Organise client meetings to discuss financial goals, risk tolerance and investment preferences.
• Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning.
• Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments.
• Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice.
• Evaluate investment opportunities, considering factors like risk, return potential and liquidity.
• Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.
• Create detailed financial plans, including cash flow projections, retirement planning, and tax optimisation strategies.
• Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients' objectives.
• Collaborate with internal teams to coordinate complex financial transactions, such as estate transfers and charitable giving.
• Participate in industry conferences and seminars to expand knowledge and network with potential clients.

Required skills and qualifications

• BA bachelor's degree in finance, economics, business administration or a related field.
• 3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.
• Understanding of financial markets, investment products, and wealth management principles.
• Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite.
• Excellent interpersonal skills and the ability to build trust and rapport with clients.
• Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset.
• Exceptional verbal and written communication skills in explaining complex financial concepts to clients.
• Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices.

Preferred skills and qualifications

• A master's degree in finance, accounting, economics, or a related field.
• Relevant professional certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or equivalent.
• Experience in serving high-net-worth individuals and understanding their unique wealth management needs.
• Familiarity with relevant tax laws, regulations, and financial planning strategies specific to the Singapore and Global Wealth Management market.
• Proven track record of building a successful client portfolio.
• Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously.

• Build and maintain relationships with small and medium-sized enterprise (SME) clients, understanding their financing needs and business objectives.
• Act as the main point of contact for SME clients, addressing inquiries, concerns, and requests promptly and effectively.
• Develop a deep understanding of clients' businesses, industries, and market dynamics to provide tailored financial solutions.
• Source and identify new lending opportunities within the SME segment, including prospecting and lead generation activities.
• Conduct comprehensive credit assessments and risk analyses for loan applicants, evaluating their creditworthiness, financial stability, and repayment capacity.
• Structure and negotiate loan terms and conditions in accordance with lending policies, regulatory requirements, and risk management guidelines.
• Manage a portfolio of SME loan accounts, monitoring loan performance, repayment behavior, and compliance with loan agreements.
• Proactively identify and address potential credit risks or delinquencies, implementing appropriate remedial actions as necessary.
• Work closely with internal stakeholders, such as credit analysts and legal teams, to ensure timely and accurate loan documentation and processing.
• Provide financial advisory services to SME clients, offering insights and recommendations on business growth strategies, cash flow management, and capital allocation.
• Assist clients in preparing loan applications and supporting documentation, guiding them through the loan approval and disbursement process.
  

Requirements:

• Previous experience in commercial banking, SME lending, or relationship management, with a focus on business development and credit analysis.
• Demonstrated track record of successfully originating and managing SME loan portfolios, achieving lending targets, and mitigating credit risks.
• Strong financial analysis skills, including the ability to evaluate business financial statements, assess credit risk factors, and perform cash flow modeling.
• Familiarity with credit underwriting standards, loan structuring techniques, and risk mitigation strategies in the SME lending context.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients, understand their needs, and negotiate effectively.
  Ability to convey complex financial concepts clearly and concisely, both verbally and in writing.
• Strong networking skills and the ability to cultivate relationships with key stakeholders in the SME community, including business owners, industry associations, and referral partners.

Other perks or benefits:

• Competitive Salary Package

• Attractive Performance bonus

• Medical and Dental benefits included

Xingang Investment Pte Ltd is an equal opportunity employer and welcomes applications from all qualified candidates. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Responsibilities:

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

Requirements:

• Minimum 1 year of related working experience
• Confident individual with good networking skills
• Diploma or Degree holder with banking or sales experience preferred
• Good relationship building skills and with an entrepreneur mindset
• Highly driven and positively motivated to over-achieve assigned targets
• Excellent communication and interpersonal skills
• Able to travel for work, if required
• Converse proficiently in English, Chinese and/or Bahasa language, to effectively liaise with clients from respective markets (i.e. Mandarin for North Asia market & Bahasa for Indonesia market)
• Matured personality to handle the affluent market segment

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

about the client

Our client is an established bank who has an approved headcount for an RM for India market. This hire will be based in Singapore for a period of time initially and required to move to India thereafter.

about the job

• Implement personal budget and performance targets for India market
• Managing relationship with corporates and FIs for the India market
• Business development to widen the client pool
• Credit analysis, reviews, following through on credit process including attending credit committee meetings when needed, and coaching ARMs
• Handling and performing market research, due diligence and documentation of the transactions
• Being familiar, keeping track and reporting of guidelines of the Indian market
• End to end of deal origination, structuring, management, execution and supervision of ARMs
• Liaising with internal and external stakeholders for internal and client-related matters

skills and experience

• Bachelor’s degree and 15 years of experience in corporate banking covering top tier Indian corporates and FIs
• Strong knowledge in credit analysis, corporate banking products and RBI guidelines

Job Description

1. Support the Relationship Managers in operational duties related to clients' account servicing and transactional services including account opening and maintenance, credit application, investment transaction and banking instruction.

2. Attend to clients' instructions and queries timely in professional manner.

3. Handle administrative duties that are related to clients' account including the monitoring of expiring KYC Review, KYC updates, account documentation, onboarding pre-checks, etc.

4. Liaise with internal and external stake-holders to resolve clients' queries and feedbacks.

Job Requirements

1. Experienced in AML/KYC/CDD processes (minimum 1 year).

2. Experienced in basic banking products (Deposits, loans, basic investment products etc.) (minimum 1 year).

3. Minimum 2 years' relevant work experience in serving retail or high net-worth clients.

4. Knowledge of private banking and treasury services, good understanding of banking operations and policies.

5. Proficient in writing and speaking both English and Chinese so as to communicate effectively with our Head Office and Chinese-speaking customers.

6. Minimum Bachelor Degree in Business/Accountancy/Banking & Finance or a relevant discipline.

7. CACS 1 & 2 papers is a mandatory requirement.

Role:

Public Relationship Executive

• Singapore Based (Ang Mo Kio Town Council)
• 5 Days work per week (Mon to Fri 8.30am to 6pm)
• Salary: $3300 to $3700
• Diploma / Degree in Mass Communications / Media / Marketing or other equivalent educational qualifications + Experience in media relations and communications
• Knowledge of design and editing software (i.e. Canva / Photoshop / Illustrator / InDesign / Premiere Pro / iMovie, photography and videography
• Good understanding of social media platforms (Facebook, Instagram, Telegram, YouTube, etc.), media trends and current affairs
• Good knowledge in sustainability & green practices is a plus
• Career Progression Opportunities

Reporting to the Public Relations Manager, your job responsibilities include but not limited to the following:

• Assist in conducting market research to identify industry trends and target market characteristics.
• Prepare and develop corporate materials such as management reports, daily media monitoring reports and social media analysis reports.
• Assist with media plans, working closely with internal and external stakeholders. This includes active pitching to media and publications, preparation of materials including speeches, talking points, news releases, and videos.
• Drive publication process from editorial planning, interviewing, writing, photo-taking to proofreading, production and management of the Town Council’s publications, working closely with internal and external stakeholders to develop engaging and public educational content to expand the reach of publications.
• Manage and support on-site event activities and post-event follow-up.
• Assist in planning of Corporate Social Responsibility (CSR) programmes and sustainability efforts.
• Prepare write-ups for website content, estate improvement works booklet, compliments received, internal newsletters, etc.
• Coordinate and facilitate the timely print, delivery and distribution of publicity collaterals such as banners and newsletters.
• Handle filming requests by internal and external stakeholders.
• Source and facilitate procurement of services for communication & engagements related tasks and deliverables, as required.
• Act as the custodian for Standard Operating Procedures (SOPs) created for the smooth discharge of the Comms Team’s duties. Ensure that all internal and external stakeholders adhere to the SOPs.
• Manage publicity materials and inventory, including collaterals and gift items.
• Handle routine administrative tasks, such as keeping track of tenders and contracts for the Comms team.
• Provide photography and videography support, as well as conduct interviews with relevant stakeholders to boost the company’s branding and image.
• Attend to feedback and incidents, when necessary.
• Any ad-hoc duties assigned by your supervisor.

#SCR-vicky-wee

✅ Wee Yuan Huan
✅ Reg No: R21100383
✅ The Supreme HR Advisory Pte Ltd
✅ EA No: 14C7279

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

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

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

Requirements:

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

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

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

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

Requirements:

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