Relationship Manager

4 weeks ago


Singapore SHANGHAI PUDONG DEVELOPMENT BANK CO., LTD. SINGAPORE BRANCH Full time
Roles & Responsibilities

Job Description

The primary purpose of the role is to serve as the liaison between the Bank and our customers, to establish a positive banking relationship with new and existing clients, and to serve their banking needs via our Bank’s products and services.


Key Responsibilities:

  • Execute the overall success and growth of the assigned portfolio by deepening relationships with existing clients and through the acquisition of new customers in China Market. Develops and maintains clients’ trust and relationships while providing a holistic client experience.
  • Responsible for achieving annual revenue and AUM growth targets within expense budget.
  • Builds market share; able to enhance client asset size over time.
  • Fully competent and compliant in advising clients on investment products and services.
  • Actively involved in new business development; able to anticipate and capitalize on business opportunities.
  • Performs periodic Account Planning reviews and call reports.
  • Ensures KYC/AML and other bank compliance policies are strictly adhered to.
  • Develops networks with other SPDB businesses and 3rd ecosystem partners.


Knowledge & Experience Required:

  • Degree holder with more than 10 years of direct relevant Wealth Management experience with at least 7 years’ experience with China-Based clients.
  • Completed professional qualifications: CMFAS & CACS preferred.
  • Experience in building and maintaining effective relationships with customers and internal partners.
  • Strong understanding of financial products and services.
  • Strong interpersonal, communication and client interfacing skills.
  • Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments.
  • Meticulous and good problem solving skills.
  • Strong prospecting, sales, negotiation and influencing skills.
  • Must have strong ability to communicate in Mandarin, due to job requirement, and writing Chinese reports.
  • A fast learner who is able to work independently and as a team as a supporting role.
  • Able to work under pressure and meet strict deadlines.
  • Self-motivated, self-disciplined, organized, responsible, meticulous and able to multi-task.

Tell employers what skills you have

Account Planning
Negotiation
Wealth Management
Influencing Skills
Able To Multitask
Relationship Management
Compliance
Advising Clients
Writing
New Business Development
Banking
Able To Work Independently

  • 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 motivations,...


  • Singapore RELATIONSHIP STUDIO PTE. LTD. Full time

    Roles & ResponsibilitiesAbout UsWe 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...


  • Singapore RELATIONSHIP STUDIO PTE. LTD. Full time

    Roles & ResponsibilitiesAbout UsWe 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...


  • Singapore RELATIONSHIP STUDIO PTE. LTD. Full time

    Roles & ResponsibilitiesAbout UsWe 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...


  • Singapore RELATIONSHIP STUDIO PTE. LTD. Full time

    Roles & ResponsibilitiesAbout UsWe 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...

  • Relationship Manager

    2 weeks ago


    Singapore MARGIN WHEELER PTE. LTD. Full time

    Roles & ResponsibilitiesRelationship 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...

  • Relationship Manager

    2 weeks ago


    Singapore MARGIN WHEELER PTE. LTD. Full time

    Roles & ResponsibilitiesRelationship 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...


  • Singapore BDO UNIBANK, INC. (SINGAPORE BRANCH) Full time

    Roles & ResponsibilitiesJob MandateRelationship Managers are high-level professionals who manage an affluent customer’s wealth holistically. They will be directly responsible for interfacing and engaging with clients on a day-to-day basis with the objective to grow and protect the clients’ wealth for the enjoyment of their successors and their heirs....


  • Singapore BDO UNIBANK, INC. (SINGAPORE BRANCH) Full time

    Roles & ResponsibilitiesJob MandateRelationship Managers are high-level professionals who manage an affluent customer’s wealth holistically. They will be directly responsible for interfacing and engaging with clients on a day-to-day basis with the objective to grow and protect the clients’ wealth for the enjoyment of their successors and their heirs....


  • Singapore SP Invictus Full time

    Company Description Summit Planners Invictus is dedicated to providing personalized financial solutions that prioritize the needs and goals of our clients. We believe in building long-lasting relationships based on trust and understanding. From wealth management to financial planning, we empower our clients to move forward with confidence. Team Invictus is...

  • Relationship Manager

    1 month ago


    Singapore ACHIEVE CAREER CONSULTANT PTE LTD Full time

    Roles & ResponsibilitiesOur Client is seeking for a Relationship Manager (Onshore/Offshore) to maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Clients Segment.ABOUT THE ROLE: Conduct professional financial analysis sessions to meet customer needs and...

  • Relationship Manager

    4 weeks ago


    Singapore ACHIEVE CAREER CONSULTANT PTE LTD Full time

    Roles & ResponsibilitiesOur Client is seeking for a Relationship Manager (Onshore/Offshore) to maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Clients Segment.ABOUT THE ROLE: Conduct professional financial analysis sessions to meet customer needs and...


  • Singapore CIMB Full time

    An opportunity to maximize your potential capabilities, Consumer Banking is looking for individuals who are highly motivated and thrive on challenges. If you are service-oriented and have strong interpersonal skills, we welcome you to join us and develop a rewarding relationship with us. Responsibilities Acquire and build a strong network of customers for...

  • Relationship Manager

    2 weeks ago


    Singapore This is an IT support group Full time

    Responsibilities We are looking for qualified wealth-planning professionals to join our Retail Banking team. As a Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions. With a focus on forging long-term relationships with our mass-affluent...


  • Singapore CIMB Full time

    An opportunity to maximize your potential capabilities, Consumer Banking is looking for individuals who are highly motivated and thrive on challenges. If you are service-oriented and have strong interpersonal skills, we welcome you to join us and develop a rewarding relationship with us. Responsibilities Acquire and build a strong network of customers for...

  • Relationship Manager

    4 weeks ago


    Singapore RANDSTAD PTE. LIMITED Full time

    Roles & Responsibilitiesabout the companyOur client is one of the largest banks in the world. They offer a full-suite of banking services to meet the needs of customers across the world. They continually invest in people and technology to create the best banking experience, and strongly believe in supporting the growth ambitions of its stakeholders.about the...

  • Relationship Manager

    4 weeks ago


    Singapore RANDSTAD PTE. LIMITED Full time

    Roles & Responsibilitiesabout the companyOur client is one of the largest banks in the world. They offer a full-suite of banking services to meet the needs of customers across the world. They continually invest in people and technology to create the best banking experience, and strongly believe in supporting the growth ambitions of its stakeholders.about the...

  • Relationship Manager

    3 weeks ago


    Singapore BANK OF CHINA LIMITED Full time $3,500 - $5,000

    ResponsibilitiesWe are looking for qualified wealth-planning professionals to join our Retail Banking team. As a Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions. With a focus on forging long-term relationships with our mass-affluent...

  • Relationship Manager

    5 hours ago


    Singapore Binckbank Full time

    Are you someone who enjoys interacting with clients on market development and trading ideas? We have an exciting opportunity for you!The Sales & Relationship Management department manages Private HNW Clients and Active Traders and the Sales & Relationship Manager is responsible for managing the client interactions with Saxo with the purpose of acquisition,...

  • Relationship Manager

    3 months ago


    Singapore MATCH RESOURCES PTE. LTD. Full time

    Roles & ResponsibilitiesResponsibilities: Assist in the development of Customer Relationship Management (CRM) which includes Investor Capital relationship management, Investors database, and capital raising process and methodology of the Company, including but not limited to assisting client on boarding, assisting in the investors KYC/AML requirements, and...