Relationship Manager

1 week ago


Singapore CANDID CAPITAL MANAGEMENT PTE. LTD. Full time
Roles & Responsibilities

We are a premier fund management firm specializing in delivering tailored investment and trading solutions to accredited and institutional investors. We are looking for a motivated and client-focused Relationship Manager (RM) to expand our investor base. The ideal candidate will excel in providing personalized, high-touch client services to meet the unique needs of discerning investors.

Job Type: Full-time Pay: $6,000.00 - $8,000.00 per month

Schedule: Monday to Friday Work Location: In person

Job Description

· Client Relationship Management: Support the servicing and management of client portfolios by assisting fellow Relationship Managers. Act as the primary point of contact for clients, addressing inquiries and ensuring effective communication. Facilitate financial transactions such as deposits, investments, and lending solutions to meet client needs seamlessly.

· Account Administration and Compliance:Oversee the process of account openings, ensuring all documentation aligns with regulatory standards. Execute client instructions promptly, including fund transfers, credit approvals, and investment transactions. Maintain accurate and confidential client records to uphold service quality and compliance.

· Investment and Product Advisory: Educate clients on available banking products, investment options, and wealth management strategies. Assist in crafting investment proposals and preparing detailed financial reports and presentations for client meetings. Stay updated on financial market trends and regulatory changes to provide informed advisory services.

· Risk and Compliance Monitoring: Ensure strict adherence to regulatory guidelines, including KYC/AML requirements, while consistently following internal compliance protocols. Proactively review client accounts to identify and address any irregular activities or potential risks.

· Operational and Cross-Team Collaboration: Coordinate with internal departments such as operations, compliance, and investment specialists to deliver exceptional client service. Play a key role in organizing client engagement initiatives, events, and marketing activities to strengthen relationships and enhance business outcomes.

Qualifications

· Bachelor's degree

· Relevant experience in sales or a client-facing role.

· Solid understanding of financial products, wealth management solutions, and investment strategies.

· Exceptional communication skills with proven ability to build and maintain strong relationships.

· Meticulous attention to detail with excellent organizational and time-management skills.

· Strong knowledge of regulatory frameworks, including KYC/AML compliance, and proficiency in risk management practices.

· Competency in Microsoft Office applications, including Excel, Word, and PowerPoint.

· Capable of thriving under pressure in dynamic, fast-paced, and client-focused environments.

Tell employers what skills you have

Wealth Management
Microsoft Office
Investment Strategies
Product Advisory
Investments
Relationship Management
Financial Transactions
Risk Management
Administration
Compliance
Attention to Detail
Pressure
Deposits
Financial Analysis
Communication Skills
Banking
Customer Service
KYC
Financial Services

  • Singapore RELATIONSHIP STUDIO PTE. LTD. Full time

    **About Us** We are a Training Provider that goes beyond the books and traditional theories to discover your strengths, blind spots and needs, coach you on managing the sensitivity in every relationship, and recommend what works best - helping you achieve a high self-mastery level of self-awareness and personality integration. We also access your...

  • HR Admin

    19 hours ago


    Singapore Relationship Studio Pte Ltd Full time

    Company Relationship Studio Pte Ltd - relationshipstudio.sg Designation HR Admin Date Listed 07 Oct 2024 Job Type Experienced / Senior Executive - Full/Perm Job Period Immediate Start, Permanent Profession Human Resources Industry Others Location Name Singapore Allowance / Remuneration $2,900 - 3,200 monthly Company Profile We are a...

  • Relationship Manager

    2 weeks ago


    Singapore ZORB PRIVATE LIMITED Full time

    Relationship Manager responsibilities include: - Building positive relationships with customers - Assisting with generating new business - Identifying opportunities for greater profits **Job brief**: We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We’ll rely on you to find ways to outperform our...


  • Singapore Radware Bot Manager Full time

    Regional Director, ASEAN - (2400002J) The Regional Sales Director for ASEAN at Radware will be responsible for managing and developing a team of sales account executives and pre sales engineers to drive new business and revenue growth within the ASEAN region. This role involves collaborating with the sales leadership team to develop and execute sales...


  • Singapore MARGIN WHEELER PTE. LTD. Full time

    **Relationship Manager Responsibilities**: - Maintaining a deep knowledge of company products and services. - Building and maintaining strong relationships with prospective and existing clients. - Researching and pursuing new business opportunities. - Identifying clients' needs and requirements and proposing suitable solutions. - Providing clients with...

  • Relationship Manager

    19 hours ago


    Singapore F1 AUTOS PTE. LIMITED Full time

    We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We’ll rely on you to find ways to outperform our competition and maintain our company’s positive image. To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers....


  • Singapore FOUNDSWORTH PTE. LTD. Full time

    Responsibilities for Relationship Manager - Farmer Role: - Create and enforce plans that will help meet the needs of customers - Build long-term relationships with clients and customers - Work quickly to address and resolve customer issues - Notify the sales team of new sales and cross-selling opportunities - Become familiar with the competition to stay...

  • Relationship Manager

    2 weeks ago


    Singapore SOURCEO PTE. LTD. Full time

    Roles & ResponsibilitiesJob Title: Relationship ManagerJob Summary:We are seeking a dynamic Relationship Manager to manage and develop relationships with high-profile clients, driving business growth and delivering tailored financial solutions. You will provide exceptional customer service while ensuring compliance with regulatory requirements.Key...


  • Singapore OREGANO TRADING PRIVATE LIMITED Full time

    We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We’ll rely on you to find ways to outperform our competition and maintain our company’s positive image. To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers....


  • Singapore AVALLIS INVESTMENTS PTE. LTD. Full time

    **Relationship Manager** As a Relationship Manager, you will develop and maintain strong customer relationships. You will seek out new business opportunities for your clients while advising them on products or services that best fit their needs. **Responsibilities**: - Understand client’s needs and develop new financial products as appropriate based on...

  • Relationship Manager

    19 hours ago


    Singapore BETTER BUSINESS ASIA SDN BHD Full time

    We're Hiring: Relationship Manager Are you passionate about building strong client relationships and driving business growth? We have an exciting opportunity for a Relationship Manager to join our dynamic team. As a Relationship Manager, you will play a crucial role in maintaining client satisfaction, identifying new business opportunities, and driving...


  • Singapore BN Business Consultancy Pte Ltd Full time

    Job Highlights * Cohesive work environment * Supportive culture encouraging growth and development * Personalized training and coaching Experienced Investment Specialists/Relationship managers/Insurance specialists/Private Bankers wanted Individuals with less than 1 year experience will be considered for the role of a Junior Relationship Manager and...

  • Relationship Manager

    2 weeks ago


    Singapore PACES CAPITAL MANAGEMENT PTE. LTD. Full time

    **Role Summary PACES provides Relationship Managers (RMs) with a unique opportunity to harness the potential of their relationships and capitalize on them strategically. This innovative platform enables RMs to benefit from a more substantial share of the revenue they generate, surpassing what traditional banks and similar alternatives can offer. The...


  • Singapore Gravitas Recruitment Group Full time

    We're searching for an Onshore Relationship Manager to join our rapidly expanding banking team. **Responsibilities**: - Build and maintain strong relationships with clients. - Develop comprehensive understanding of client's financial needs. - Offer suitable financial solutions and manage client accounts. - Work cohesively with other team members to achieve...

  • Relationship Manager

    18 hours ago


    Singapore AJ OASIS INC PTE. LTD. Full time

    Manage given business account and strengthen professional relationships with their stakeholders - To understand and solve all issues that arises from the account - Travel and meet up with business owners to strengthen working relationship - Collect market information and reflect feedback to support company’s business planning activities - Achieve maximum...


  • Singapore BLUE ALTITUDE CAPITAL PTE. LTD. Full time

    Blue Altitude Capital is seeking results-oriented Relationship Managers to join our team. This position reports to the Managing Director of Blue Altitude Capital. **Responsibilities**: - Acquire and build long-term relationships with high net-worth clientele and their families; - Manage clientele portfolios and provide regular market information...


  • Singapore IIX Global Full time

    The Relationship Manager is responsible for managing and developing relationships with clients under Innovative Finance Team. The role involves identifying and understanding the financial needs of clients and providing them with appropriate financial solutions. The Relationship Manager is also responsible for achieving sales targets and ensuring customer...


  • Singapore REPS BIZ PTE. LTD. Full time

    Roles & ResponsibilitiesPosition Overview:We are seeking a proactive and results-driven Relationship Manager (Client Sales & Servicing Specialist) to join our dynamic team. This role is essential to driving growth in client sales and servicing within the Financial Services sector, with a focus on Retail Investment Products and Insurance Advisory. The ideal...


  • Singapore REPS BIZ PTE. LTD. Full time

    Roles & ResponsibilitiesPosition Overview:We are seeking a proactive and results-driven Relationship Manager (Client Sales & Servicing Specialist) to join our dynamic team. This role is essential to driving growth in client sales and servicing within the Financial Services sector, with a focus on Retail Investment Products and Insurance Advisory. The ideal...

  • Relationship Manager

    2 weeks ago


    Singapore BANK OF CHINA LIMITED Full time

    Roles & ResponsibilitiesJob Description1. To develop new and manage existing corporate relationship in order to achieve assigned KPIs. 2. To structure, negotiate, analyze, perform documentation and follow up on all credit, KYC and legal matters etc.3. To do cross marketing for salary crediting, deposit, cash management, e-banking and other ancilliary...