Financial Relationship Manager
7 days ago
- Build and maintain relationships with small and medium-sized enterprise (SME) clients, understanding their financing needs and business objectives.
- Act as the main point of contact for SME clients, addressing inquiries, concerns, and requests promptly and effectively.
- Develop a deep understanding of clients' businesses, industries, and market dynamics to provide tailored financial solutions.
- Source and identify new lending opportunities within the SME segment, including prospecting and lead generation activities.
- Conduct comprehensive credit assessments and risk analyses for loan applicants, evaluating their creditworthiness, financial stability, and repayment capacity.
- Structure and negotiate loan terms and conditions in accordance with lending policies, regulatory requirements, and risk management guidelines.
- Manage a portfolio of SME loan accounts, monitoring loan performance, repayment behavior, and compliance with loan agreements.
- Proactively identify and address potential credit risks or delinquencies, implementing appropriate remedial actions as necessary.
- Work closely with internal stakeholders, such as credit analysts and legal teams, to ensure timely and accurate loan documentation and processing.
- Provide financial advisory services to SME clients, offering insights and recommendations on business growth strategies, cash flow management, and capital allocation.
- Assist clients in preparing loan applications and supporting documentation, guiding them through the loan approval and disbursement process.
Requirements:
- Previous experience in commercial banking, SME lending, or relationship management, with a focus on business development and credit analysis.
- Demonstrated track record of successfully originating and managing SME loan portfolios, achieving lending targets, and mitigating credit risks.
- Strong financial analysis skills, including the ability to evaluate business financial statements, assess credit risk factors, and perform cash flow modeling.
- Familiarity with credit underwriting standards, loan structuring techniques, and risk mitigation strategies in the SME lending context.
- Excellent communication and interpersonal skills, with the ability to build rapport with clients, understand their needs, and negotiate effectively.
Ability to convey complex financial concepts clearly and concisely, both verbally and in writing. - Strong networking skills and the ability to cultivate relationships with key stakeholders in the SME community, including business owners, industry associations, and referral partners.
Other perks or benefits:
• Competitive Salary Package
• Attractive Performance bonus
• Medical and Dental benefits included
Xingang Investment Pte Ltd is an equal opportunity employer and welcomes applications from all qualified candidates. We thank all applicants for their interest; however, only those selected for an interview will be contacted.
Tell employers what skills you haveSales
Growth Strategies
Interpersonal Skills
Relationship Management
Underwriting
Financial Analysis
Commercial Banking
Financial Advisory
Regulatory Requirements
Business Development
-
Financial Services Relationship Manager
6 days ago
Singapore UBS Financial Services Full timeAbout UsUBS is the world's largest and only truly global wealth manager.We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank.Our global reach and the breadth of our expertise set us apart from our competitors.With more than 70,000 employees, we have a presence in all...
-
Relationship Manager
4 days ago
Singapore PC FINANCIAL (SG) PTE. LTD. Full timeWe are looking for a Relationship Manager to join our growing organization. The Relationship Manager is expected to actively expand HNW business through various sources. He/She will be actively bonding with clients in identifying their financial needs and providing suitable wealth solutions, while complying to full compliance as set by regulatory...
-
Regional Relationship Manager
2 weeks ago
Singapore oneZero Financial Systems Full time**Job Purpose**: The Regional Relationship Manager is responsible for enhancing client satisfaction, adoption, and retention across retail, wholesale, and institutional segments. This role involves blending sales and relationship management duties to optimize outcomes for the organization and its diverse clientele. From initial engagement to...
-
Financial Manager
1 week ago
Singapore SuperFinex Financial Ltd Full timeFormulate, maintain and improve the company's financial management procedures and policies, formulate annual and quarterly financial plans - Review the company's financial statements, check related transactions, consolidate statements and conduct financial analysis, and provide various financial reports to the company's management - Preside over the...
-
Financial Relationship Manager
2 weeks ago
Singapore This is an IT support group Full timeWe are seeking a highly skilled Financial Relationship Manager to join our DBS Treasures team.As a key member of our team, you will be responsible for building and maintaining strong relationships with high net worth clients and their families.You will deliver tailored financial advice and guidance on customised solutions to meet the investment needs and...
-
Relationship Banking Expert
6 days ago
Singapore UBS Financial Services Full timeUBS Financial Services OverviewWe are the leading global wealth manager.Our expertise spans across various financial markets.With a strong presence in over 50 countries, we cater to diverse client needs.Job Description: Relationship Banking ExpertYou will support Client Advisors in managing client relationships and providing comprehensive...
-
Associate Director, Relationship Manager
2 weeks ago
Singapore ZM Financial Systems Full timeCollaboration = Innovation One leads to the other. At Moody’s, we believe good teamwork gives us an edge. We foster a culture that thrives on diverse perspectives to overcome ever-changing market challenges. Join us and let’s move the world forward together. Department - Sales OU Role/Responsibilities **Role/Responsibilities** Within the framework of...
-
Financial Planner
6 days ago
Singapore Manulife Financial Advisers Full timeAre you an ambitious financial professional looking to elevate your career? Join us for professional and personal development while making a meaningful impact in the lives of our clients. Established in 1899, Manulife Singapore has been assigned an insurer financial strength rating of AA- with a stable outlook by S&P Global ratings. **Key...
-
Relationship Manager, Auto
5 days ago
Singapore GOLDBELL FINANCIAL SERVICES PTE. LTD. Full timeRelationship Manager, Auto Department Mon to Fri, 8.30am to 5.30pm - Market Goldbell’s suite of financial products to potential customers - Identify, develop and implement marketing strategies to maintain competitiveness - Establish and maintain excellent rapport with existing customer portfolio through regular marketing visits and regular rapport...
-
Financial Relationship Manager
2 weeks ago
Singapore Talents Connect Full timeAre you a driven individual looking for a challenging role in sales?Talents Connect is seeking an experienced Financial Relationship Manager to join our team.Your primary responsibility will be to build strong relationships with new and existing clients, providing them with personalized banking solutions.You will work closely with senior managers to plan...
-
Relationship Manager, Corporate and Hnw
2 weeks ago
Singapore MOOMOO FINANCIAL SINGAPORE PTE. LTD. Full timeMoomoo Financial Singapore Pte. Ltd. (Moomoo Singapore) is an advanced financial technology company transforming the investing experience by offering a digitalised brokerage and wealth management platform - moomoo. Moomoo enhances the user experience with market data, news, and powerful analytical tools. Moomoo also embeds an unique digitalised investment...
-
Financial Consultant
2 weeks ago
Singapore Avallis Financial Full timeAre you looking to build a strong career progression in the financial advisory industry? - Are you looking to have a high income far exceeding your peers? - Are you driven and self-motivated for success? If so, then we are looking for you! Avallis Financial is an independent financial advisory firm in Singapore that was established in 1997. Our focus is on...
-
Financial Services Manager
6 days ago
Singapore UBS Financial Services Full timeWe are seeking a highly skilled Financial Services Manager to join our team in Singapore. As a key member of our Global Wealth Management business division, you will be responsible for supporting our private bankers and delivering exceptional client service and experience.Your role will involve being the primary point-of-contact for clients with account...
-
Executive Relationship Manager
2 weeks ago
Central Singapore Discover Financial Services Full timeDiscover. A brighter future. With us, you’ll do meaningful work from Day 1. Our collaborative culture is built on three core behaviors: We Play to Win, We Get Better Every Day & We Succeed Together. And we mean it — we want you to grow and make a difference at one of the world's leading digital banking and payments companies. We value what makes you...
-
Relationship Director
2 weeks ago
Singapore META CAPITAL FINANCIAL PTE. LTD. Full timeMeta Capital Financial is driven by a passion for helping individuals and businesses achieve their financial goals. We understand that financial well-being is a cornerstone of a fulfilling life, and we strive to make a positive impact in this realm. Our mission is to empower our clients to navigate the complex world of finance, make informed decisions, and...
-
Avp - Relationship Manager, Singapore
1 week ago
Singapore ZM Financial Systems Full timeCollaboration = Innovation One leads to the other. At Moody’s, we believe good teamwork gives us an edge. We foster a culture that thrives on diverse perspectives to overcome ever-changing market challenges. Join us and let’s move the world forward together.- - Moody’s Investors Service is among the world’s most respected and widely utilized sources...
-
Commercial Manager
2 weeks ago
Singapore SWIFT Financial Messaging Services Full timeAbout the Role Over the last years SWIFT has developed a portfolio of shared services, ranging from solution around Business Intelligence, Reference Data, as well as Financial Crime Compliance. These shared services are considered as the growth engine for SWIFT now and in the years to come achieving over 20% YOY growth in revenue, 30% in FCC. Although...
-
Client Relationship Managers
4 weeks ago
Singapore PONI FINANCIAL ADVISORY PTE. LTD. Full timeRoles & ResponsibilitiesAbout Poni Financial Advisory (Poni FA)Headquartered in Singapore, Poni Insurtech ("Poni") is the international arm of Huize (NASDAQ: HUIZ), a leading insurance technology platform connecting consumers, insurance carriers and distribution partners digitally through data-driven and AI-powered solutions in Asia. With over 18 years of...
-
Client Relationship Managers
7 days ago
Singapore PONI FINANCIAL ADVISORY PTE. LTD. Full timeRoles & ResponsibilitiesAbout Poni Financial Advisory (Poni FA)Headquartered in Singapore, Poni Insurtech ("Poni") is the international arm of Huize (NASDAQ: HUIZ), a leading insurance technology platform connecting consumers, insurance carriers and distribution partners digitally through data-driven and AI-powered solutions in Asia. With over 18 years of...
-
Client Relationship Managers
1 week ago
Singapore PONI FINANCIAL ADVISORY PTE. LTD. Full timeRoles & ResponsibilitiesAbout Poni Financial Advisory (Poni FA)Headquartered in Singapore, Poni Insurtech ("Poni") is the international arm of Huize (NASDAQ: HUIZ), a leading insurance technology platform connecting consumers, insurance carriers and distribution partners digitally through data-driven and AI-powered solutions in Asia. With over 18 years of...