Relationship Manager

4 weeks ago


Singapore CLSA GLOBAL MARKETS PTE. LTD. Full time
Roles & Responsibilities

Position Description

The Relationship Manager (RM) is a key member of the team within Wealth Management, working with HNW / UHNW clients, leading corporates as well as institutional banks will bring you closer to success and fit within the department. You will have strong knowledge in insurance and trusts, investment (FX, equities, bonds, structured notes, options, futures, margin trading), capital markets and financing, and familiar with preparing credit proposals and on-boarding process for clients. You are a team player and possess the instinct to identify new business opportunities.


Key Areas of Responsibilities

  • Maintain good relationship with the existing HNW / UHNW & corporate clients.
  • Develop business for wealth management clients in generating revenue through secondary and primary broking activities. Scope of work includes account opening, CDD & KYC, product roadshow, project pitching, clients visit in Greater China (if necessary) as well as ad-hoc projects.
  • Provide trading and dealing services, including Singapore, Hong Kong and overseas equities, fixed income, futures, commodities and 3rd party products, also provide post-trade review and data analysis to key clients.
  • Participate in internal and external business development activities, discover innovative and popular financial product and raise request to product team.
  • Support Wealth Management team to promote company’s professional image.
  • Possess strong integrity, compliance sense, willingness to learn and progress.
  • Participate internal and external business development activities.
  • Support Wealth Management team to increase company’s brand, product awareness among different clients and market share and penetration.
  • Assist dealing and IT department in performing relevant system testing and system rollout.
  • You will be a part of a result-oriented team and enjoy strong management support from leadership and also middle / back office.
  • Result-oriented with strong initiative and drive to succeed.
  • Customer-focused and able to work under pressure.
  • Work closely with the product specialists and investment advisors to manage and develop clients’ portfolio, and assist in the growth of the business.
  • Be responsible for ensuring in-depth credit assessment for new and existing clients.
  • Be involved in day to day business meetings and communicate with clients to solve enquiries on an ad-hoc basis.
  • Explore compatibility and bring new clients on-board to expand your portfolio.

Requirements

  • Degree or above (Business / Finance / Engineering discipline) with at least 4 years of working experience.
  • Result-oriented with strong initiative and drive to succeed.
  • Customer-focused and able to work under pressure.
  • Ability to build and maintain strong working relationships with local sales representatives’ experience in providing witness services for account opening.
  • Possess strong business network with Greater China clients in Singapore, and have good connections with clients who are interested in investing in overseas financial products.
  • Excellent communication, interpersonal and relationship skills.
  • Good command of written and spoken English.
  • Must be proficient in spoken Mandarin, particularly in product offering concepts and explanation to Greater China clients.
  • Proficient in written Mandarin communications to clients if necessary.
  • Possess CACS 1 & 2 certifications, and the relevant CMFAS licensing.

Tell employers what skills you have

Wealth Management
Licensing
Interpersonal Skills
Rollout
Relationship Management
System Testing
Customerfocused
Project Finance
Capital Markets
Financial Analysis
Bonds
Communication Skills
Team Player
Fixed Income
KYC
Cash Flow
Back Office
Equities
  • Relationship Manager

    2 weeks ago


    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 comprehensive...

  • Relationship Manager

    2 weeks ago


    Singapore Summit Planners Full time

    By becoming a relationship manager at Summit Planners, you can help your customers achieve the financial security they need and desire. When you see the difference that you can make, the sense of fulfilment is beyond your imagination.Unlimited income potentialYou can set your own pace and establish your own income objectives. You are the master of your...

  • Admin & HR Executive

    2 weeks ago


    Singapore RELATIONSHIP STUDIO PTE. LTD. Full time

    About UsWe are a Training Provider who 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,...

  • Admin & HR Executive

    2 weeks ago


    Singapore RELATIONSHIP STUDIO PTE. LTD. Full time

    About UsWe are a Training Provider who 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,...

  • Relationship Manager

    2 weeks ago


    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 longterm relationships with clients and customers Work quickly to address and resolve customer issues Notify the sales team of new sales and crossselling opportunities Become familiar with the competition to stay ahead of them...

  • Admin & HR Executive

    1 month ago


    Singapore RELATIONSHIP STUDIO PTE. LTD. Full time

    Roles & ResponsibilitiesAbout UsWe are a Training Provider who 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 Gravitas Recruitment Group Full time

    Job details Location Singapore Salary S$ S$90000 per annum Job Type Permanent Ref BBBH132410_ Working Environment Fully inoffice Posted 17 minutes agoJob summaryWe're searching for driven and skilled relationship managers to join our client's growing team As a relationship manager, you will be in charge of fostering strong relationships with clients,...

  • Relationship Manager

    2 weeks ago


    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 longterm relationships with high networth clientele and their families; Manage clientele portfolios and provide regular market information updates; Work with...

  • Relationship Manager

    2 weeks ago


    Singapore Beecruit Pte Ltd Full time

    Job Summary:We are looking for a Relationship Manager to oversee and maintain strong relationships with our Small and Medium Enterprises (SMEs) clients. As a Relationship Manager, you will be responsible for ensuring that our SMEs clients receive excellent customer service, managing their accounts, and identifying new business opportunities. You will work...

  • Relationship Manager

    2 weeks ago


    Singapore PERSOLKelly China Full time

    Requirements4 -7 years of direct client relationship management experience in wealth management / investment advisory sales Recognized university degree and relevant certification Proven track record in client acquisition and retention success Disciplined, with deep understanding of Compliance and Regulatory framework of the industry Extensive investment...

  • Relationship Manager

    2 months ago


    Singapore PERSOLKelly China Full time

    Requirements 4 -7 years of direct client relationship management experience in wealth management / investment advisory sales Recognized university degree and relevant certification Proven track record in client acquisition and retention success Disciplined, with deep understanding of Compliance and Regulatory framework of the industry Extensive investment...

  • Relationship Manager

    4 weeks ago


    Singapore PERSOLKelly China Full time

    Requirements 4 -7 years of direct client relationship management experience in wealth management / investment advisory sales Recognized university degree and relevant certification Proven track record in client acquisition and retention success Disciplined, with deep understanding of Compliance and Regulatory framework of the industry Extensive investment...

  • Relationship Manager

    2 weeks ago


    Singapore DCS CARD CENTRE PTE. LTD. Full time

    We are looking for a motivated and experienced Relationship Manager to join our team As a Relationship Manager, you will be responsible for maintaining strong relationships with our customers. You will communicate with our customers in a professional and courteous manner, as well as resolving customer issues and promote company's commercial products.Job...

  • Relationship Manager

    2 months ago


    Singapore KGI SECURITIES (SINGAPORE) PTE. LTD. Full time

    Roles & ResponsibilitiesOverview of role Sourcing and onboarding of new offshore clients Understand needs, objectives and risk profile of clients Advise clients on investment ideas / opportunities and other wealth management services and ensure investment suitability and timely execution Regular review of investment portfolios and risk profiles with...

  • Relationship Manager

    1 month ago


    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 division.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...

  • Relationship Manager

    2 weeks ago


    Singapore NECH CAPITAL PTE. LTD. Full time

    As a Relationship Manager specializing in Ultra High Net Worth (UHNW) clients, you will play a pivotal role in our external asset management firm. Your key responsibilities will be bringing your own book of accounts as well as acquiring new clients and managing the client portfolios based on their respective investment objectives. This role is expected to be...

  • Relationship Manager

    2 weeks ago


    Singapore GRANDWAY FAMILY OFFICE PTE. LTD. Full time

    Role: Managing key U/HNW client relationships Update clients on investment portfolio performances Partnering internal and external stakeholders to advise clients on wealth management advisory Managing and helping to build the immediate team Adhering to regulatory, compliance and internal security auditRequirements: Tertiary education with a strong academic...

  • Relationship Manager

    2 weeks ago


    Singapore SEARCH INDEX PTE. LTD. Full time

    Relationship Manager Exp:- Accounting / Audit Firm Exp AdvantageousResponsibilities: 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...

  • Relationship Manager

    2 weeks ago


    Singapore Nuvei Full time

    Title Relationship Manager_Desired Location Singapore / China__Hybrid - Remote - On site _The world of payment processing is rapidly evolving, and businesses are looking for loyal and strategic partners, to help them grow.WE ARE NUVEI Nuvei (NASDAQ:NVEI) (TSX:NVEI) the Canadian fintech company accelerating the business of clients around the world. Nuvei's...

  • Relationship Manager

    2 months ago


    Singapore BAY SMART CAPITAL VENTURES (SINGAPORE) PTE. LTD. Full time

    Roles & ResponsibilitiesRole Responsibilities: Acquire new customers and market the company's suite of products through various channels to generate revenue growth. Actively and proficiently oversee the entire sales process, including presenting credentials, posing relevant questions, delivering solution pitches, negotiating, closing deals, and...