Relationship Manager Institutionals Desk
2 weeks ago
Job purpose:
The Relationship Manager as account manager is responsible for the complete business relationship to the client segment Instutionals (I), and is accountable for the sales result and the profitability of his relevant client portfolio.
He covers the core features of the operative I-Sales and is the first point of contact for sales activities from external and internal clients.
As an independent Relationship Manager for Institutionals, he provides a sales oriented advisory and service of the product palette, which is offered by the Commerzbank Group to Institutionals, in adherence to Commerzbank's business model (i.e. Group-wide responsibility and holistic management of the international client segment Institutionals).Furthermore, the RM FI Desk assumes the Local Client Ownership for FI clients in the branch as follows:
- Acts as representative of the First Line of Defense on behalf of TF&CM Financial Institutions customers which are locally on boarded on basis of a valid Global Introductory Certificate ("GIC") and for whom transactions are conducted by or through the Branch ("assigned customers").
- Acts in a holistic capacity spanning across all business activities performed with the assigned customers in the respective Branch.
- Responsible for the regulatory topics in relation to the account opening process (AOP) / refresh process for locally assigned TF&CM Financial Institutions customers exclusive the performance of the AOP/Due Diligence process as relying on the GIC
- Close collaboration with the respective Global Relationship Manager ('Global RM') and local Relationship Manager (local RM) in APAC DM countries.
- Access to relevant KYC information, systems, audit reports, reports of examination and responses thereto, monitor reports and other regulatory communication with due consideration to the relevant local laws and provisions, as well as compliance with the regulatory requirements.
Key activities:
In co-ordination with the FI Desk Singapore:
- Coordination and execution of all sales activities with the client;
- Client requirement analysis/diagnosis; introduction of sales initiatives;
- Development and delivery of product solutions tailored to client needs together with the product specialists;
- Sales Planning, introduction and negotiation of offers with clients. This includes the creation of client specific business plans, including risk assessments and competitor benchmarks;
- Preparation, execution and followup of client visits incl. presentations and meeting memos;
- Independent, specialized and profitoriented advisory and management of institutional clients, whilst adhering to relevant internal regulations of Commerzbank, as well as compliance requirements and external regulations;
- Support of product sales and sales steering activities for FI clients, with focus on capital markets products, banking products, and treasury products.
- Support the change process with Singapore becoming a regional hub; includes acting as liaison for (i) the Singapore FI Desk as regional Hub and the Singaporebased product owners and (ii) the local Relationship managers across Developed markets Asia (Australia, Japan, New Zealand, South Korea, Taiwan).
- Active elaboration and maintenance of country knowhow for Commerzbank entities.
- Keen sensitivity for all regulatory, compliance and/or corporate norms and standards.
- Checking that a valid GIC is in place
- Ensures that actual local activities of assigned clients are in line with expectations
- Ensures together with the respective Front Office business/product unit that local activity is suitable, lawful and within the scope of any regulatory permissions, licenses or approvals
- Local topup of GIC if required
- Regular red flag checks on basis of the red flag statistics provided by the relevant internal parties; review of certain transactions together with GM-CO if required.
- Knowing the business model and the purpose of the business relationship in coordination with the Global RM and respective product units in the Branch.
- Maintaining an overview of the Refreshdates
- If required by FI
Desk Head Singapore:
participate in local compliance and other applicable governance meetings of the Branch.
- Knowledge of relevant AML/KYC rules and guidelines as referred to in the Compliance guidelines, important local regulations and laws.
Formal education:
- University education
- Good to very good knowledge of the relevant product matrix (Cash, Trade, Banking, Markets)
- Fluent (native or business proficiency) in English and at least one of the following languages: Korean, Japanese, Mandarin
- Experience in structuring/sales within capital markets/DCM is a plus
- Basic coding experience (VBA and/or Phyton) is a plus
Detailed Requirements for each career level (each ComMap Level separately)
All level
-
Financial Institutions-Relationship Manager
4 weeks ago
Singapore BANK OF CHINA LIMITED Full timeRoles & Responsibilities1. Responsible for the daily marketing of new customer, mainly focus on Chinese and foreign banks, and sovereign institutions (including market infrastructure institutions and sovereign institutions), and conduct cooperation of various businesses including deposits and loans. .2. Promote cross-selling of all products for financial...
-
Financial Institutions-Relationship Manager
2 months ago
Singapore BANK OF CHINA LIMITED Full timeRoles & Responsibilities1. Responsible for the daily marketing of new customer, mainly focus on Chinese and foreign banks, and sovereign institutions (including market infrastructure institutions and sovereign institutions), and conduct cooperation of various businesses including deposits and loans. .2. Promote cross-selling of all products for financial...
-
Relationship Manager
4 weeks ago
Singapore HABIB BANK LIMITED Full timeRoles & ResponsibilitiesJob Purpose Developing and maintaining investor relationships for trade assets/risk distribution Participating in syndicated loans for financial institutions Originating and distributing trade assets from corporate clients Managing credit risk profile of the portfolio Ensuring compliance/KYC due diligence.Main Responsibilities ...
-
Relationship Manager
2 months ago
Singapore HABIB BANK LIMITED Full timeRoles & ResponsibilitiesJob Purpose Developing and maintaining investor relationships for trade assets/risk distribution Participating in syndicated loans for financial institutions Originating and distributing trade assets from corporate clients Managing credit risk profile of the portfolio Ensuring compliance/KYC due diligence.Main Responsibilities ...
-
Relationship Manager Institutional Trust
2 weeks ago
Singapore Northern Trust Full timeNorthern TrustSingaporePosted 6 hours ago Permanent CompetitiveAbout Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 188- Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals,...
-
Financial Institution Relationship Manager
2 weeks ago
Singapore Bank of China Limited, Singapore Branch Full timeDescription: Responsible for the daily marketing of new customer, mainly focus on Chinese and foreign banks, and sovereign institutions (including market infrastructure institutions and sovereign institutions), and conduct cooperation of various businesses including deposits and loans. Promote crossselling of all products for financial institution customers,...
-
Singapore SEARCH ALLY PTE. LTD. Full timeIndustry: BankingJob Summary: To work closely with the relationship manager to secure business transactions, necessary internal operational, compliance, regulatory and credit approvals.Responsibilities: Cover credit for banks and nonbank financial institutions domiciled in South and South East Asia as well as the Middle East; Copresent credit cases to credit...
-
Singapore Wellington Management Company, LLP Full timeAbout Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...
-
Singapore Wellington Management Company, LLP Full timeAbout Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...
-
Credit & Collections Specialist
2 weeks ago
Singapore The Trade Desk Full timeThe Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How? With a media buying platform that helps brands deliver a more insightful and relevant ad experience for consumers - and sets a new standard for global reach, accuracy, and transparency. We are proud of the culture we have built. We value the...
-
Singapore United Overseas Bank Full timeSenior Director, Financial Institutions Sales, Global Markets Senior Director, Financial Institutions Sales, Global Markets Senior Director, Financial Institutions Sales, Global MarketsPosting Date: 27 May 2024Location:Singapore (City Area), Singapore, SG, 048624Company: United Overseas Bank LtdAbout UOBUnited Overseas Bank Limited (UOB) is a leading bank...
-
Singapore United Overseas Bank Ltd. Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Senior Director, Financial Institutions Sales, Global Markets Posting Date: 27 May 2024 Location: Singapore (City Area), Singapore, SG, Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited...
-
Singapore United Overseas Bank Full timeSenior Director, Financial Institutions Sales, Global Markets Posting Date: 27 May 2024 Location: Singapore (City Area), Singapore, SG, 048624 Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia...
-
Singapore United Overseas Bank Full timeSenior Director, Financial Institutions Sales, Global Markets Posting Date: 27 May 2024 Location: Singapore (City Area), Singapore, SG, 048624 Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia...
-
Singapore United Overseas Bank Full timeSenior Director, Financial Institutions Sales, Global Markets Posting Date: 25 Jun 2024 Location: Singapore (City Area), Singapore, SG, 048624 Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia...
-
Senior Technical Sourcer
2 weeks ago
Singapore The Trade Desk Full timeThe Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How? With a media buying platform that helps brands deliver a more insightful and relevant ad experience for consumers - and sets a new standard for global reach, accuracy, and transparency. We are proud of the culture we have built. We value the...
-
Assistant Manager, IT Service Desk Transformation
2 months ago
Singapore NTU (Nanyang Technology University- Main Office-HR) Full timeNTU Shared Services (NSS) is a centralized unit within Nanyang Technological University (NTU) that provides a wide range of administrative, operational, and support services to various departments and units within the university. Its primary goal is to streamline and optimize processes, enhance operational efficiency, and deliver high-quality services to...
-
Singapore NTU (Nanyang Technology University- Main Office-HR) Full timeNTU Shared Services (NSS) is a centralized unit within Nanyang Technological University (NTU) that provides a wide range of administrative, operational, and support services to various departments and units within the university. Its primary goal is to streamline and optimize processes, enhance operational efficiency, and deliver high-quality services to...
-
Singapore NTU (Nanyang Technology University- Main Office-HR) Full timeNTU Shared Services (NSS) is a centralized unit within Nanyang Technological University (NTU) that provides a wide range of administrative, operational, and support services to various departments and units within the university. Its primary goal is to streamline and optimize processes, enhance operational efficiency, and deliver high-quality services to...
-
Singapore NTU (Nanyang Technology University- Main Office-HR) Full timeNTU Shared Services (NSS) is a centralized unit within Nanyang Technological University (NTU) that provides a wide range of administrative, operational, and support services to various departments and units within the university. Its primary goal is to streamline and optimize processes, enhance operational efficiency, and deliver high-quality services to...
