Relationship Manager
3 days ago
Responsibilities:
- 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 regulatory clearances and relevant KYC/AML monitoring for the investors.
- Investor/client relationship management including but not limited to handing investors related queries and reporting (Client and Internal teams to resolve any client queries)
- Ensure any client impacting regulatory changes and business changes is communicated to the clients and internal stakeholders in a timely manner
- Takes initiative in identifying and driving opportunities to streamline/enhance team efficiency
- Communicate significant client issues internally and document/escalate as appropriate
- Provide support for consistent delivery of top-quality services to achieve the overall business objective of revenue growth for the firm
- Identifies means to reduce transaction defects (internal and external)
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Firmus, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- Provides innovative solutions to internal teams & clients. Ensures a strong and robust processing environment with effective controls.
- Determines new work procedures, analyzes complex and variable issues with significant departmental impact
- Focuses on timely and accurate delivery of targets/deliverables.
- Assist the company and team in the development of the Company’s investor base, capital raising the Company’s investment funds including and not limited to co-investments, segregated accounts, discretionary and non-discretionary investment mandates, and External Asset Management (EAM) business including multi-family office setup
Requirements:
- Good understanding of the Real Estate industry, Corporate Strategy essentials and Investment principles
- Excellent command of Excel, Power Point and Word
- A detail-oriented, analytical and methodical approach
- Ability to work both independently and in a team, in conjunction with developed soft skills
- Self-motivated, with high level of energy, independence, initiative, responsibility, and accountability
Valerie Song Lixuan | EA Registration No R1106569 | Lic No.08C5436
Tell employers what skills you have
Wealth Management
Customer Relationship
Asset Management
Investment Analysis
Customer Relationship Management CRM
Relationship Management
Soft Skills
Strategy
investment strategy
Compliance
Capital Raising
Revenue Growth
Banking
Excel
Capital
Real Estate
Corporate Strategy
-
HR & Admin Executive
3 days ago
Singapore RELATIONSHIP STUDIO PTE. LTD. Full timeRoles & 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
4 weeks ago
Singapore Noah International 諾亞國際 Full timeJob Title: Relationship ManagerNoah International is seeking a skilled Relationship Manager to join our team. As a key member of our wealth management team, you will be responsible for building and maintaining relationships with high net worth clients, providing them with tailored financial solutions and exceptional service.Key Responsibilities:Identify and...
-
Relationship Manager
3 days ago
Singapore MARGIN WHEELER PTE. LTD. Full timeRoles & 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
4 weeks ago
Singapore HSBC Full timeUnlock Your Potential as a Relationship ManagerAre you a results-driven professional looking to make a meaningful impact in the world of finance? Do you have a passion for building strong relationships and delivering exceptional client experiences? If so, we invite you to explore this exciting opportunity as a Relationship Manager with HSBC Global Private...
-
Relationship Manager
3 days ago
Singapore ALTI WEALTH MANAGEMENT (SINGAPORE) PTE. LTD. Full timeRoles & ResponsibilitiesJOB DESCRIPTION Maintain and further develop the existing client relationships designated under your care. Deliver and upkeep top quality KYC & Investment Profiling on all your clients and ensure records are kept and updated frequently and as timely as possible. Ensure clear and proactive communication within the team, as well as...
-
Relationship Manager
2 days ago
Singapore SEARCH INDEX PTE. LTD. Full timeJob SummarySEARCH INDEX PTE. LTD. is seeking a skilled Relationship Manager to join our team. As a key member of our corporate development department, you will be responsible for building and maintaining strong relationships with our clients, understanding their business needs and offering solutions from our suite of corporate services, including company...
-
Relationship Manager
2 weeks ago
Singapore HSBC Full timeJob Title: Relationship ManagerHSBC is seeking a high-calibre professional to join our team as a Relationship Manager - Global Private Banking.Key Responsibilities:Asset gathering and growth, revenue generation, and developing stronger relationships within the Singapore Market to grow the high net worth business and clientele.Providing full-service banking...
-
Relationship Manager
2 weeks ago
Singapore Noah International 諾亞國際 Full timeJob Title: Relationship ManagerAt Noah International, we are seeking a highly skilled and experienced Relationship Manager to join our team. As a key member of our wealth management team, you will be responsible for building and maintaining strong relationships with our high net worth clients.Key Responsibilities:Identify and pursue new business...
-
Relationship Manager
2 weeks ago
Singapore Ethos BeathChapman Full timeJob Opportunity: Relationship ManagerWe are seeking a skilled Relationship Manager to join our team at Ethos BeathChapman. As a key member of our corporate banking team, you will be responsible for supporting senior bankers with credit memos and reviews, handling stakeholder queries, and monitoring covenants.Key Responsibilities:Support senior bankers in...
-
Relationship Manager
3 days ago
Singapore GIANT RECRUITMENT PTE. LTD. Full timeRoles & ResponsibilitiesRelationship ManagerThe primary role of relationship managers is to ensure customer satisfaction and retention by understanding their needs, preferences, and concerns — and providing personalised service and support.You will be able to identify needs and requirements to promote our company’s solutions and achieve mutual...
-
Relationship Manager
3 days ago
Singapore LEI SHING HONG CREDIT (SINGAPORE) PTE. LTD. Full timeRoles & ResponsibilitiesRelationship Manager To acquire, grow and develop relationships with SME customers To proactively manage, supervise and monitor the SME accounts under your care To understand customers' requirements and recommend suitable solution to meet customers' needs To deliver sound credit underwriting recommendation in line with the company...
-
Relationship Manager
1 month ago
Singapore Fargo Wealth Group Limited Full timeKey Responsibilities:As a Relationship Manager at Fargo Wealth Group Limited, you will be responsible for developing and managing strong relationships with high net worth (HNW) and ultra high net worth (UHNW) clients in the Asia market.Client Relationship Management:Develop and maintain strong relationships with HNW and UHNW clients, providing personalized...
-
Relationship Manager
1 month ago
Singapore Noah International 諾亞國際 Full time{"Job Title": "Relationship Manager", "Job Description": "Key ResponsibilitiesAs a Relationship Manager at Noah International, you will be responsible for growing the business through proactive acquisition and retention of high net worth clients. You will build and develop a deep understanding of clients' investment needs, provide sound financial advice, and...
-
Relationship Manager
1 month ago
Singapore Tangspac Full timeThe Singapore office was officially registered in September 2022 and obtained the Capital Markets Services License and Exempt Financial Adviser qualifications from the Monetary Authority of Singapore (MAS) in September 2023. The Singapore office is now live and will provide brokerage and investment banking services, covering areas such as equities, fixed...
-
Relationship Manager
3 days ago
Singapore RANDSTAD PTE. LIMITED Full timeKey ResponsibilitiesAs a key member of the team at RANDSTAD PTE. LIMITED, you will be responsible for engaging, prospecting, and managing a portfolio of clients across insurance and investment portfolios. This is a branch client-facing sales position where you will focus on building strong business relationships with clients and delivering excellent customer...
-
Relationship Manager
2 weeks ago
Singapore FOMO Pay Full timeAbout CapBridgeCapBridge Pte Ltd, a member of FOMO Group, is a leading investment and asset allocation platform for corporate and individual investors. Our platform enables clients to build a diversified portfolio of direct investments in various public and private market instruments, alongside other institutional lead investors.We combine advanced financial...
-
Relationship Manager
3 weeks ago
Singapore Worldpay Full timeAbout the RoleWe are seeking a skilled Relationship Manager to join our APAC Commercial team. As a key member of our team, you will be responsible for managing relationships and multi-level merchant engagements, providing industry-leading solutions to prospective clients, and driving growth and retention of existing accounts.Key ResponsibilitiesManage...
-
Relationship Manager
1 month ago
Singapore STAR RECRUITMENT PTE. LTD. Full timeJob Title: Relationship ManagerWe are seeking a highly motivated and results-driven Relationship Manager to join our team at STAR RECRUITMENT PTE. LTD.Job Summary:The successful candidate will be responsible for promoting and acquiring new customers, as well as cross-selling banking facilities to various consumer segments. This is an excellent opportunity...
-
Relationship Manager
3 days ago
Singapore PHILLIP SECURITIES PTE LTD Full timeRoles & ResponsibilitiesJob DescriptionPhillip Investor Centre is a one-stop financial hub. We offer holistic financial solutions, which includes global stocks trading as well as wealth management advisory service. We are strategically located in neighbourhoods around Singapore to provide convenience to clients. We are looking for positive, results-oriented,...
-
Relationship Manager
2 months ago
Singapore SING INVESTMENTS & FINANCE LIMITED Full timeRoles & ResponsibilitiesRelationship ManagerAbout The CompanySing Investments & Finance Limited has more than 50 years of lending experience in the financing arena in Singapore. Our core activities include the acceptance of fixed and saving deposits from the public as well as the provision of loans and credit facilities to individuals and corporations,...