Total 69,978 Full-time relationship manager job vacancies in Singapore

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

about the job

As a Relationship Manager, you will responsible for:

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

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

skills and experience required

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

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

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

EA: 91C2918 | R2198716

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

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

Business Loan Relationship Manager

• Salary : $3500 - $4,000 + Commission
• Working days : Monday - Friday 930am - 630pm
• Work Location: Chinatown

Job Responsibilities:

• Develop and maintain long-lasting relationships with clients, providing tailored loan solutions for both personal and corporate needs.
• Identify and cultivate new business opportunities, expanding our client base and generating revenue.
• Evaluate loan applications, assessing creditworthiness and risk, in compliance with company policies and industry regulations.
• Collaborate with the credit and underwriting teams to ensure accurate and timely loan approvals.
• Maintain a thorough understanding of the company's loan products and services, ensuring you can effectively address clients' needs.
• Attend networking events and industry conferences, representing the company and fostering new connections.
• Continuously stay informed of market trends and changes within the financial sector, adapting strategies and services accordingly.

Job Requirements

• With a minimum of 5 years of experience in loans sales or relationship management.
• Proven track record in loans sales, with a strong understanding of both personal and corporate loans.
• Experience in evaluating loan applications and assessing credit risk.
• Familiarity with industry regulations and compliance standards.

Karen Lee Kai En Reg No: R22108159

The Supreme Hr Advisory Pte Ltd EA No: 14C7279

[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

Trust Relationship Manager will be responsible for a portfolio of trusts and/or companies structures.

• Responsible for daily administration of trust and/or companies, including preparing letter of requests, preparing trust review packs for clients meeting, reviewing of letter of wishes, account opening, insurance transfer/purchases, property transfer/purchases etc, revocation, termination.
• Responsible for drafting of appropriate trustee and company minutes and resolutions for structures under care
• Review the accuracy of data recording in the trust system, input by Trust administrator.
• Review periodic reviews deck, investment review and transaction reports prepared for structures under care
• Interact and liaise with private bankers, intermediaries and clients on trust and/or company matters
• Conduct trust review with settlors
• Attend client meetings independently for structures under care or with Senior Trust Manager for complex structures
• Attend to clients’ matters promptly and provide solutions to clients’ queries
• Participation in ad-hoc projects
• Act in accordance with core values (Lasting Value, Integrity, Forward-looking, Respect, Responsibility) of the organisation, and demonstrate the highest standards of business and personal conduct.

Requirements

• Min 4 - 8 years of trust administration experience
• STEP Diploma or a WMI Certificate in Trust Services preferred
• Familiar with local governing trust laws and regulations; and standard AML policies and requirements by Financial Institutions.
• Strong communication and interpersonal skills
• Able to work with little supervision, and has initiative to complete work independently
• Manage clients’ expectations and suggest / provide solutions
• Good time management and organizational skills.
• Eye for details and able to manage multiple priorities.
• Team player

About the Role

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

Responsibilities

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

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

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

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

• Address client queries and resolve issues promptly and efficiently.

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

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

Requirements

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

• Minimum of 3 years in managing corporate banking relationships.

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

• Strong credit writing and analytical abilities.

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

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

Responsibilities
• Acquiring new corporate clients for secured lending (Property)
• Manage and service existing accounts
• Promote company’s range of financial products and offer guidance on loans
• Generate & achieve KPI targets assigned
• Build a strong network of business contracts to generate referrals
• Prepare credit proposals involving financial analysis

Requirements

The ideal candidate will be a listener and a problem solver. You will be responsible for gaining a deep understanding of the clients' business objectives, challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data to increase the overall loan book

• Diploma or Degree in Business Management, Finance, Sales or related fields
• Minimum 0-2 years working experience with sales and sales support role
• Highly self-motivated, pro-active and result oriented
• Good interpersonal and communication skills
• Able to work independently while also contributing effectively to a team
• Strong understanding of customer needs and market trends
• Relevant work experience (unsecured lending (property) & experience in term loans and mortgage loans

Working hours: Mon to Fri, 08:30am to 05:30pm

Eligible for June bonus (1 to 2 months) + Dec bonus (1 month)

Email: [email protected]

EA License No: 93C4403

EA Regn No: : R1879742

Location: Singapore
Company: Summit Planners Crusaders Pte Ltd
Employment Type: Full-Time

About Us

Summit Planners Crusaders Pte Ltd is a premier One-Stop Integrated Financial Services Provider, dedicated to delivering innovative and tailored solutions to individuals and businesses. Our comprehensive services include wealth management, insurance, estate planning, and investment advisory.

We are looking for an ambitious and experienced Relationship Manager Team Lead to lead, inspire, and grow a high-performing team. If you have a proven track record in leadership, exceptional sales skills, and a passion for driving client success, this is your chance to take your career to new heights in a dynamic and rewarding environment.

Your Role

As a Relationship Manager Team Lead, you will lead a team of Relationship Managers, foster strong client relationships, and drive business growth through innovative strategies and solutions.

Key Responsibilities

• Team Leadership & Development: Lead, mentor, and motivate a team of Relationship Managers to achieve individual and team targets.
  Provide guidance, training, and performance reviews to ensure continuous professional growth.
  
• Strategic Business Growth: Develop and implement strategies to drive client acquisition and business expansion.
  Monitor team performance and identify opportunities to improve results and productivity.
  
• Client Relationship Management: Build and maintain long-term relationships with high-net-worth clients.
  Ensure exceptional client satisfaction by delivering personalized wealth management solutions.
  
• Wealth Management & Advisory: Provide expert guidance on financial planning, investments, insurance, and estate planning.
  Review and optimize client portfolios to align with their financial goals.
  
• Entrepreneurial Mindset: Lead with innovation and take ownership of challenges to achieve extraordinary outcomes.
  Inspire a culture of excellence, accountability, and collaboration within your team.
  
• Compliance & Market Expertise: Stay updated on financial markets, products, and regulatory guidelines.
  Ensure the team operates with the highest ethical standards and compliance.
  

What You Bring

• Educational Qualifications: Minimum Polytechnic Diploma or higher.
  
• Experience & Expertise: At least 2 years of experience leading and managing a team.
  Strong background in financial services, wealth management, and business development.
  Proven track record in achieving sales targets and driving team success.
  
• Skills & Attributes: Entrepreneurial mindset with a love for challenges and innovation.
  Exceptional interpersonal and communication skills to inspire trust and build relationships.
  Leadership capabilities to mentor and motivate a team toward excellence.
  Strong sales and business development skills with the ability to identify growth opportunities.
  
• Certifications: CMFAS certification is mandatory.
  

What We Offer

• Attractive Compensation: Competitive salary with performance-based bonuses.
• Incentive Trips: Yearly trips to reward and celebrate success.
• Recognition: Awards and accolades for outstanding achievements.
• Career Growth: Opportunities for professional development and leadership advancement.
• Supportive Culture: A dynamic, innovative, and team-oriented environment that fosters success and collaboration.

Why Join Us?

At Summit Planners Crusaders, we don’t just offer a job—we offer a platform for leadership, growth, and impact. As a Relationship Manager Team Lead, you will have the opportunity to inspire a team, build meaningful client relationships, and make a difference in people’s lives. Join us and unlock your full potential in a career that rewards your passion and dedication.

Ready to lead, inspire, and succeed? Apply today!

Job Order: 767490

Responsibilities

• Proactively building trusted client relationships – maintain a portfolio of active and growing customers
• Market and sell broad range of products including trade service, cash management, treasury and investment
• Prepare credit proposal and loan application of customers; prepare annual review on timely basis
• Conduct regular and timely customer due diligence (CDD) reviews
• To achieve agreed individual financial and non-financial targets by acquiring, growing and retaining profitable Commercial Banking customers within acceptable risk parameters.
• Contribute toward achieving team’s overall target and delivering optimal portfolio return.

Requirements

• Degree in any discipline
• 3+ years of relevant experience in serving business/commercial/corporate clients and track record in new to bank client acquisition.
• Sound product knowledge on Trade, CashManagement, Lending and FX and strong understanding of local industries, supply/value chains and market environment
• Knowledge of operational procedures,documentation requirements, banking practices and regulations related to commercial banking

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

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EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076

Job Order: 401769

Your Role:

Client Relationship Management:

• Manage and grow a portfolio of High Net Worth clients with Assets Under Management (AUM) of $200K and above.
• Build strong, lasting relationships by understanding each client’s unique financial goals and providing personalized solutions.

Wealth Advisory:

• Provide expert advice on a range of wealth management products, including treasury investments, structured products, and notes.
• Conduct in-depth financial analysis to identify opportunities for portfolio optimization and long-term wealth growth.

Sales and Service Excellence:

• Proactively acquire new HNW clients through referrals, networking, and market outreach.
• Deliver a superior client experience by staying updated on market trends and offering timely investment recommendations.

Compliance and Risk Management:

• Ensure all transactions and advisory services comply with regulatory requirements and internal policies.

What You Bring to the Table:

• Educational Background: A degree holder in Finance, Economics, Business, or a related field.
• Professional Experience: At least 2-3 years of experience as a Personal Banker, Financial Advisor, or in a similar client-facing role in the financial services industry.
• Product Knowledge: In-depth understanding of treasury products, structured investments, and wealth management solutions.
• Client-Centric Approach: Strong interpersonal and communication skills to build trust and provide a premium client experience.
• Results-Driven: A proven track record of meeting sales targets and delivering client satisfaction.

Why Join Us?

• Access to a robust portfolio of High Net Worth clients and exclusive wealth management tools.
• Opportunities for professional growth and development in a leading financial institution.
• Competitive remuneration, including performance-based incentives and rewards.
• A collaborative environment that values innovation and excellence in wealth advisory services.

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

Your application will be processed in line with our company’s Privacy Policy. Please refer to: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771

Job Description

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

Requirements

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

JOB PURPOSE:

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

PRINCIPAL ACCOUNTABILITIES:

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

KEY COMPETENCIES:

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

Career Opportunity: Relationship Manager Team Lead (Investment)

Company: Summit Planners Crusaders Pte Ltd

Location: Singapore

Employment Type: Full-Time

Are you a results-driven leader with a passion for guiding teams and delivering exceptional investment solutions? Summit Planners Crusaders Pte Ltd, a premier one-stop integrated financial services provider, is seeking a Relationship Manager Team Lead (Investment) to join our dynamic team. Take the next step in your career with a role that recognizes your leadership, rewards your success, and provides opportunities for growth.

Why Join Us?

At Summit Planners Crusaders, your contributions are celebrated.

Here's what we offer:

✅ Yearly incentive trips to prestigious destinations.

✅ Generous bonuses to reward your performance and leadership.

✅ Recognition and advancement opportunities for your dedication and achievements.

✅ A supportive environment focused on professional growth and collaboration.

Your Responsibilities

As a Relationship Manager Team Lead (Investment), you’ll:

• Lead and mentor a team of Relationship Managers, fostering a high-performance culture.
• Develop and implement effective sales strategies to drive team success and exceed revenue goals.
• Build and maintain strong client relationships by providing expert investment advice tailored to individual needs.
• Stay up to date on market trends, financial products, and regulatory changes to offer informed guidance.
• Collaborate with internal teams to ensure exceptional service delivery and client satisfaction.

What We’re Looking For

We’re seeking a dynamic professional who possesses:

• At least 2 years of leadership experience with a proven ability to manage and inspire teams.
• Strong sales and business development skills with a track record of meeting and exceeding targets.
• Exceptional interpersonal and communication skills to engage clients and motivate team members.
• Educational Qualification: Polytechnic Diploma or higher.
• CMFAS certification (e.g., M1, M5, M6, or others) is highly recommended and will give you a competitive edge.

What You’ll Gain

• Access to a diverse range of innovative financial products and solutions.
• Professional training and leadership development programs.
• Recognition of your achievements through promotions, awards, and financial incentives.
• Exciting opportunities to travel with yearly incentive trips to world-class destinations.

Elevate Your Career in Leadership!

If you’re ready to lead, inspire, and excel in a role that values your skills and contributions, we want to hear from you!

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.

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

• Permanent Employment: Enjoy a stable Basic Salary and Allowance with uncapped Commissions on top
• Prestigious Brand: Represent the leading bank with strong local and regional recognition
• 6-Figure Earning Potential: Achieve an extraordinary income in your 1st year—where preparation meets opportunity (see 'Remuneration' below for details)
• Fast-Track Career Progression: Transition to the High-Net-Worth Client Segment (Priority/Premier/Privilege Banking) in just 2-3 years

Responsibilities

• Attend industry-leading Training programme: Paid Training and Coaching provided (no experience required)
• Serve as a Trusted Wealth Relationship Manager, offering Financial Management solutions such as Wealth Protection, Investments, and other Banking products/services
• Engage clients through Branch walk-ins and/or Tele-prospecting using the Bank’s expansive client database
• Conduct Client Profiling consultations to assess financial needs and goals
• Collaborate with expert teams and utilize cutting-edge digital tools to deliver excellent service
• Ensure compliance with all regulations (training provided)

Additional Details, Remuneration, & Benefits (MUST READ)

• Uncapped Earning Potential
• First-Year Income: $80,000-$100,000++ (Fixed + Commissions)
  No Experience: $3,600-$3,800 Basic + $300 Monthly Allowance
  Experienced Bankers or Financial Sales Professionals: Up to $5,000 Basic + $380 Monthly Allowance + Sign-On Bonus
  Commissions: Earn around $10,000 in Quarterly Commissions for achieving 100% Sales Target, with additional UNCAPPED rewards for exceeding targets
• Working Hours:
  Mon-Fri: 8:30AM-4:30PM or 10AM-5:30PM
  Sat: Half-day (until 1-2PM)
• Working Location: Assigned to a Bank Branch (island wide; based on vacanc(ies) available)
• Perks: Overseas Incentive Trips, Awards, Annual Leave, Wellness Allowances, Preferential Staff Rates, and more
• Paid Training: 3-week Classroom Training + 8-9 weeks of On-The-Job Training

Requirements

• Singaporeans ONLY (candidates requiring Work Visa need not apply)
• Minimum Local Diploma, or Bachelor's Degree, of any discipline (per MAS requirements)
• If shortlisted, obtain relevant CMFAS certifications before starting (guidance provided)
• Passion for Wealth Management and a strong drive for exceptional income
• Willingness to work 5.5-day weeks, including Saturday mornings (0.5-day off-in-lieu)

Interested?

• Apply via the "Apply" button.
• For inquiries, contact Mr. Wein Ng at 8837 5170 for a confidential discussion.

We regret that only shortlisted candidates will be notified.

EA Personnel Name: Ng Weineng
EA Personnel No: R1985639
EA License No: 02C4944

Job Responsibilities

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

Job Responsibilities:

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

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

Job ID: 10068343

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

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.

Job Overview

Our client, which is a top 20 IT Consulting firm in Singapore, is seeking an experienced Client Relationship Manager to cultivate and maintain strong relationships with existing and potential clients in the IT and Digital Services industry.

This is a "farmer" role, focused on nurturing and growing business opportunities within a defined market, rather than a "hunter" role focused on new acquisitions.

Key Responsibilities

Account Management

Build and maintain relationships with key decision-makers at the C-suite level

Collaborate with internal stakeholders to tailor solutions and services to meet clients' evolving needs

Sales Process Leadership

Drive sales processes from initial contact to successful conclusion

Develop and maintain a robust sales pipeline, ensuring accurate forecasting and sales goal achievement

Prepare and deliver proposals, presentations, and quotations to clients

Account Management

Manage and develop major and critical customer accounts, ensuring client satisfaction and identifying additional business opportunities

Coordinate with internal teams to deliver exceptional service and support

Market Research and Analysis

Stay up-to-date with market trends and competitive analysis to inform strategic plans and drive business growth

Collaboration and Communication

Work closely with Operations, Delivery Teams, and other stakeholders to ensure seamless service delivery

Develop and maintain strong relationships with internal teams, including Technical Solution Pre-sales and Delivery teams

Sales Documentation and Compliance

Ensure accurate and timely production of sales documentation, adhering to company policies and processes

Requirements

Education and Experience

Degree or Diploma in Business, Marketing, or related discipline

Minimum 6 years of experience in Sales and Business Development in the IT Services industry, with a focus on B2B sales

Skills and Qualities

Strong critical thinking, problem-solving, and fast learning skills

Goal-oriented, results-driven, and highly self-motivated

Excellent interpersonal communication, teamwork, and presentation skills

Customer-centric mindset

Proficient in Microsoft Office suite

If you're a motivated and results-driven professional with a passion for building strong relationships and driving business growth, we'd love to hear from you!

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

Due to AGS' partnership with a global leading consumer goods client, we have a fabulous role for a recruiter to make their mark!

The key focus for the Recruitment Relationship Manager (Recruitment Partner) is to lead the successful fulfillment of open vacancies with relevant hiring managers and to be the first point of contact for their hiring needs. You will work collaboratively with and provide direction to the Recruitment Sourcing Specialists and Recruitment Coordinator.

In this role, you will assist in driving best practices across the recruitment lifecycle and strive to be an ambassador for the Allegis Global Solutions brand at every interaction.

Your duties may include, but are not limited to:

• Undertaking recruitment activities with a focus on direct sourcing.
• Understanding the recruitment delivery process and carrying out activities accordingly to ensure that account KPIs are met.
• Communicating recruitment trends, market intelligence, and acting as a Talent Advisor to hiring managers.
• Identifying and escalating risk or compliance issues.
• Managing requisitions through accurate documentation of all recruitment-related data and information as per current recruitment legislation and agreed client process at all times.
• Providing recruitment guidance and advice to the Recruitment Sourcing Specialist and Recruitment Coordinator located in the Recruitment Delivery Center.
• Monitoring and analyzing recruitment activity of designated business areas for accurate volume forecasting. 
• Coaching candidates on how to prepare for selection stages.
• Providing professional advice and open and honest feedback to candidates in a timely manner and in accordance with recruitment best practices.
• Utilizing specialist market knowledge to assist with the development and ongoing management of pre-qualified talent pools in collaboration with the Recruitment Sourcing Specialist.

As a Relationship Manager, Commercial Banking, you will get an opportunity to work on the following:

Trade Transactions and Business Development

• Maintaining relationship with Branch Corporate Banking Customers for all their Trade finance and Transaction banking requirements
• Increasing wallet share of the business from existing clients and sourcing new clients in line with the Bank’s strategy
• Raising approvals as per Branch Trade Procedures for all Trade Transactions
• Raising Commodity / Product / Deviations approvals as needed.
• Resolve queries from all internal processing teams (Trade Services Unit / Central Operations / Compliance/ Branch Operations)
• Be responsible for End to End Transaction delivery

Short Term Loan, Working Capital Demand Loan, Remittances

• Raising all relevant approvals for STL / WCDL / Remittances as per Process
• Resolve queries from all internal processing teams (Trade Services Unit / Central Operations / Compliance/ Branch Operations)

Bank Onboarding / Legacy Alerts Closure

• Follow up with Financial Institution Group/ International Financial Institution Group for documents or approvals with respect to bank onboarding/ legacy alerts
• Liaise with Compliance, Central Operations and other internal teams
• Raise mail/ memo approvals for onboarding/ re-onboarding/ legacy alerts closure

Others

• Process Improvement- Review of Correspondent Banking, Trade Procedures and other PAC Notes
• Resolve queries with respect to Bank’s Corporate Internet Banking and Trade Online Platforms
• Manage a team of Relationship Manager(s) and/ or Customer Service Manager(s) as required and as deemed necessary

Transaction Data Compilations

• Ad Hoc Trade & Transaction banking MIS
• Any other tasks and responsibilities assigned from time to time

Competencies and Skills

• Relevant banking experience of 4+ years
• Understanding of trade finance domain and related concepts, trade procedures, STL and WCDL
• Understanding of India banking and regulatory landscape and macroenvironment
• Strong communication and collaboration skills

Key Responsibilities

• Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our offshore banking Priority clients
• Provide clients with regular market updates, endeavouring to understand our clients' financial needs and recommending appropriate wealth management products accordingly
• Perform continuous market analysis to identify potential client leads and opportunities
• Provide financial planning and advisory services aligning to clients' needs and investment profile
• Embarking on a proactive relationship management to strengthen, deepen and delight client's relationship with existing customers, hence building a strong foundation for customer growth
• Ensure coverage of all relationships through client's engagement, risk profiling and financial planning
• Understand customers' banking and financial needs and recommend suitable solutions to meet these needs
• Demonstrate strong ability to self-source, develop new business by actively prospecting for new clients and referrals, and leveraging your existing network to generate New to Bank leads
• Fulfilling clients necessitates while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics
• Deals with most problems independently and has some latitude to solve complex problems

Compliance, Risk & Control

• Ensure that KYC/AML and other compliance norms are strictly adhere to
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding the bank, its clients and assets by driving compliance with applicable laws, rules & regulations adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency

Requirements

• The successful candidate has strong academic qualifications and over 5 years of work experience in Wealth Management with a proven track record of managing clients' portfolio (Priority/Premier banking)
• Completion Certification CMFAS and licenses
• 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
• Highly driven and possess the ability to succeed within a challenging environment
• Outgoing disposition, well-equipped with good communication and interpersonal skills
• Down to earth and resilient individual with an entrepreneurial and collaborative mindset who is able to work independently and in a strong team environment
• Highly driven to excel and be able to thrive within a challenging environment by effectively recognizing customers' personal banking and wealth management needs
• Speaking Bahasa Indonesia is preferably