Financial Relationship Manager

Roles & ResponsibilitiesWe 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...

Work in a branch environment Attend to all sales leads and customers’ enquiries Evaluate customer’s financial need through consultation and recommend suitable financial solutions that best cater to their needs Foster strong relationships with customers through regular communication to encourage loyalty. Participate in Company’s customer acquisition...

Roles & ResponsibilitiesResponsibilities:Support our group company PC Securities Financial Group with account lifecycle management processes from onboarding to maintenance of clients, follow through documentation up until handover to Operations Establish and manage relationship, build and preserve trusting bonds with clients Handle clients' needs and...

The Commercial Manager drives business growth through strategic planning, contract review and negotiation, product pricing, and risk management. The role optimizes profitability, ensures compliance, and fosters key stakeholder relationships. It also involves market analysis and cross-functional collaboration to enhance efficiency and identify new revenue...

Company Overview:At Sony Life Financial Advisers, we provide comprehensive financial solutions tailored to meet our clients' unique needs. As a trusted partner, we strive to deliver exceptional service and build lasting relationships with our customers.As a member of our team, you will play a vital role in helping us achieve our mission. We are committed to...

Client acquisition through financial planning and advisory services. Able to advise and recommend solutions from more than 10 insurance providers, and 5 investment platforms, thus standing out from tied insurance agents. Able to refer to legal advisors and mortgage loan packages offered by various banks as a value-add to your advisory service....

Roles & Responsibilities1. JOB DESCRIPTIONJob TitleRelationship Manager (Banking/ Finance)OccupationFINANCE MANAGERJob Description & RequirementsThe Responsibilities we will trust you with are:Actively identify, develop and convert business opportunities from new and existing clients Demonstrate an in-depth understanding of clients' business and source of...

Roles & ResponsibilitiesAre you an experienced financial adviser looking for the right platform to take your career to the next level? At Global Financial Consultants (GFC), we provide the infrastructure, support, and client network you need to maximize your earnings and expand your portfolio.Global Financial Consultants (GFC) is one of Singapore's most...

Job DescriptionThe Commercial Manager plays a pivotal role in driving business growth through strategic planning, contract review, and negotiation. This leader optimizes profitability, ensures compliance, and fosters key stakeholder relationships.Responsibilities:Develop and execute commercial strategies aligned with company objectives.Analyze market trends,...

As a Business Growth Strategist, you will be responsible for driving business growth through strategic planning, contract review and negotiation, product pricing, and risk management. The role optimizes profitability, ensures compliance, and fosters key stakeholder relationships.The Commercial Operations Manager is a critical role that involves market...

Are you an experienced financial adviser looking for the right platform to take your career to the next level? At Global Financial Consultants (GFC), we provide the infrastructure, support, and client network you need to maximize your earnings and expand your portfolio. Global Financial Consultants (GFC)is one of Singapore’s most venerable and longest...

Job OverviewThe Commercial Manager is a key member of the management team, responsible for driving business growth, leading pricing strategies, and managing commercial activities.Key Skills and Qualifications:Bachelor's degree in Business, Finance, Economics, or a related field.Minimum of 7-10 years of experience in commercial management, business...

About the Role: We are seeking a Logistics and Financial Expert to join our team in Singapore. In this role, you will provide expert advice on logistics and financial matters to clients across various industries. Your responsibilities will include analyzing market trends, developing strategic plans, and building relationships with key stakeholders. To...

About the RoleThis exciting opportunity is for a Commercial Manager to join our dynamic team and contribute to driving business growth and leading pricing strategies.Key Responsibilities:Develop and execute commercial strategies aligned with company objectives.Lead pricing strategies, contract negotiations, and business development initiatives.Build and...

This Sales and Marketing Leader position requires a seasoned professional with experience in developing and executing commercial strategies. The ideal candidate will have a proven track record in driving business growth, analyzing market trends, and leading pricing strategies.You will be responsible for building and maintaining strong relationships with key...

Company OverviewStraits Financial Group is a leading provider of integrated logistics and financial services. We offer a fully-integrated service for our clients to access the financial and commodity derivative markets.Job DescriptionWe are seeking a Senior Compliance Executive with expertise in financial crime prevention, regulatory compliance, and AML/KYC...

Our MissionWe empower clients to achieve their financial goals by providing expert financial planning, insurance solutions, and investment strategies. Our team of experienced financial advisers is dedicated to delivering exceptional service and building lasting relationships with our clients.Role and ResponsibilitiesAs a Financial Adviser, you will be...

Who You Will Work WithAs a member of the GFI team, you will work closely with a global team of Relationship Managers ('RMs') based in Singapore, overseas branches, and subsidiaries of OCBC Group. Together, you will coordinate OCBC's relationships globally with a full range of banks and non-bank FIs, providing financing, investments, and hedging...

At Huntington Bancshares, Inc., we're looking for a talented Financial Relationship Banker to join our team.This role plays a key part in growing and retaining customer relationships by understanding their financial goals and needs. You will be responsible for recommending deposit, loan, and other banking products and services that meet their requirements.As...

Job DescriptionWe are seeking ambitious fresh graduates or professionals looking for a mid-career switch to join our team as a Financial Adviser. As a key member of our team, you will be responsible for providing tailored financial planning, insurance, and wealth management solutions to clients. This includes building and maintaining long-term relationships...