Banking Associate Relationship Manager

3 weeks ago


Singapore CAREER STORY PTE. LTD. Full time
Roles & Responsibilities

Banking Associate Relationship Manager (SFA /FAA)


1. Assist the Head of Securities Marketing in Treasury

2. Day-to-day overall activities related to Investment Accounts to achieve its overall objectives and targets.

3. Investment are Regulated Activities under the Securities and Futures Act (SFA) and the Financial Advisers Act

(FAA)

4. Develop client relationships to build market share and enhance client asset size over time.

5. Achieve annual revenue targets and objectives.

6. Handle client’s request and instruction directly, including trade processing and inquiries on operational issues.

7. Assist customers in the investment account opening application by providing necessary guidance, disclosures

and explanations to them

8. Categorization of customers (e.g. professional investors, customers with / without derivative knowledge, etc.)

9. Explain the product features, risks, fees and charges

10. Perform suitability assessment and eliminate unsuitable products

11. Conduct other selling process and obtain the required acknowledgement and confirmations from customers

to satisfy the disclosure requirements.

12. Keep updated on market trends, different investment products and services, and give input for new product

development by being aware of clients’ investment needs.


Full Job Description will be provided upon sending your application.


Apply now and be part of a fast expanding bank in Singapore.

Interested applicants, please click "APPLY NOW" or send your resume to joselito@careerstory.com.sg


We regret to inform you that only shortlisted candidates will be notified. By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining,

and disclosing your personal information to prospective employers for their consideration.


Joselito | EA Registration: R25126580


Tell employers what skills you have

Wealth Management
Audit and Compliance
Treasury
Middle Office
Regulatory Compliance
Assessing
Wealth Management Services
Securities
Selling
Project Finance
Financial Analysis
Banking
Customer Satisfaction
Product Development

  • Singapore Maybank Investment Banking Group Full time

    Job OverviewMaintaining strong relationships with clients is crucial in the fast-paced world of investment banking. As a Client Service Specialist, you will be responsible for handling client inquiries and providing exceptional service to ensure customer satisfaction and loyalty.


  • Singapore OVERSEA-CHINESE BANKING CORPORATION LIMITED Full time

    Roles & ResponsibilitiesAt 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...


  • Singapore OVERSEA-CHINESE BANKING CORPORATION LIMITED Full time

    Roles & ResponsibilitiesAt 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...


  • Singapore OVERSEA-CHINESE BANKING CORPORATION LIMITED Full time

    Roles & ResponsibilitiesAt 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...


  • Singapore OVERSEA-CHINESE BANKING CORPORATION LIMITED Full time

    Roles & ResponsibilitiesAt 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...


  • Singapore CAREER STORY PTE. LTD. Full time

    Roles & ResponsibilitiesBanking Associate Relationship Manager (SFA /FAA) 1. Assist the Head of Securities Marketing in Treasury2. Day-to-day overall activities related to Investment Accounts to achieve its overall objectives and targets.3. Investment are Regulated Activities under the Securities and Futures Act (SFA) and the Financial Advisers Act(FAA)4....


  • Singapore CAREER STORY PTE. LTD. Full time

    Roles & ResponsibilitiesAssociate Relationship Manager (ARM)Job Overview:The Associate Relationship Manager (ARM) plays a critical support role in assisting Relationship Managers (RMs) to effectively manage Private Banking clients. This position encompasses a wide range of activities, including sales, customer service, and administration, ensuring seamless...


  • Singapore THE HONGKONG AND SHANGHAI BANKING CORPORATION LIMITED Full time

    Roles & ResponsibilitiesDescriptionSome careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take...


  • Singapore THE HONGKONG AND SHANGHAI BANKING CORPORATION LIMITED Full time

    Roles & ResponsibilitiesDescriptionSome careers have more impact than others.If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will...


  • Singapore CHINA CITIC BANK INTERNATIONAL LIMITED Singapore Branch Full time

    Roles & ResponsibilitiesJob Purpose:Acquire and grow high net worth individual customer base through effective relationship management, with special focus on the customers' personal financial analysis, protection and investment needs.Job Responsibilities:Achieve the bank's objective on private banking business target & plans. Proactively build and maintain...


  • Singapore OVERSEA-CHINESE BANKING CORPORATION LIMITED Full time

    Roles & ResponsibilitiesAt 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...


  • Singapore THE HONGKONG AND SHANGHAI BANKING CORPORATION LIMITED Full time

    Roles & ResponsibilitiesDescription Some careers open more doors than others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • Singapore TAISHIN INTERNATIONAL BANK CO., LTD. Singapore Branch Full time

    Roles & ResponsibilitiesJob Description:-Assist the Relationship Manager in daily administrative and transaction work Assist in new credit applications, including financial spreading, company and industry analysis Preparation of credit report submission including analysis and Customer Due Diligence Assist in the legal dcoument process of all new deals ...


  • Singapore ADECCO PERSONNEL PTE LTD Full time

    Roles & ResponsibilitiesOur client, a leading bank in Asia, is looking to hire Relationship Managers to join their retail banking segment.about the jobAs 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...

  • Associate Director

    3 weeks ago


    Singapore WESTPAC BANKING CORPORATION Full time

    Roles & ResponsibilitiesRole Title: Associate Director / Director, Institutional Client Group, AsiaRole location: Singapore based (on-site)How will I help?We are seeking a dynamic individual as Associate Director or Director to join our Institutional Client Group (ICG), Financial Markets that sits within Westpac's Institutional Bank and provides Financial...

  • Relationship Manager

    3 weeks ago


    Singapore THE HONGKONG AND SHANGHAI BANKING CORPORATION LIMITED Full time

    Roles & ResponsibilitiesDescription Some careers open more doors than others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • Singapore OVERSEA-CHINESE BANKING CORPORATION LIMITED Full time

    Roles & ResponsibilitiesAt 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...


  • Singapore OVERSEA-CHINESE BANKING CORPORATION LIMITED Full time

    Roles & ResponsibilitiesJob Responsibilities: Actively acquire and prospect new Premier Banking Asia customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals. Contribute to the bottom-line of Premier Banking Asia through the accomplishment of profit and growth targets. Engage Regional Premier clients...


  • Singapore OVERSEA-CHINESE BANKING CORPORATION LIMITED Full time

    Roles & ResponsibilitiesJob Responsibilities:Actively acquire and prospect new Premier Banking Asia customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals. Contribute to the bottom-line of Premier Banking Asia through the accomplishment of profit and growth targets. Engage Regional Premier clients to...


  • Singapore OVERSEA-CHINESE BANKING CORPORATION LIMITED Full time

    Roles & ResponsibilitiesAt 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...