Associate Relationship Manager
4 weeks ago
Assist the Head of Securities Marketing in BDO SGB Treasury in the day-to-day overall activities related to Investment Accounts for the Regulated Activities under the Securities and Futures Act (SFA) and the Financial Advisers Act (FAA) to achieve its overall objectives and targets.
DUTIES AND RESPONSIBILITIES1. Develop and maintain client relationships to build market share and enhance client asset size over time. Achieve annual revenue targets and objectives.
2. Handle client's request and instruction directly, including trade processing and inquiries on operational issues.
3. Calls the clients to confirm the client's orders stated in the Letter of Instruction(LOI) over a SGB recorded line.
4. Assist customers of the BDO SG Branch in the investment account opening application by providing necessary guidance, disclosures and explanations to them
5. Assist in the categorization of customers (e.g. professional investors, customers with / without derivative knowledge, etc.) by obtaining the necessary documentary proofs and confirmations from the customers
6. Conduct the investment product selling process upon receiving order instructions from customers
7. Explain the investment product features, risks, fees and charges, and other sales-related information to the customer
8. Perform suitability assessment to identify Unsuitable Products (as defined below) (which are disallowed for sale) or Mismatch Products (which require approval from management prior to execution of the order instruction)
9. Conduct other selling process as regulated by the policy and procedures and obtain the required acknowledgement and confirmations from customers during the investment product selling process to satisfy the disclosure requirements.
10. Keep updated on market trends, different investment products and services, and give input for new product development by being aware of clients' investment needs.
-
Summer Associate
7 days ago
Singapore Actis Manager Singapore Pte. Limited Full timeThe Summer Associate role involves working as a member the Private Equity Energy and Infrastructure deal team in Singapore, applying research, analysis and financial modelling skills to assist in the discovery and tracking of investment opportunities and to support Investment Professionals in executing and managing transactions.This will encompass gaining...
-
Relationship Manager
1 week ago
Singapore BAY SMART CAPITAL VENTURES (SINGAPORE) PTE. LTD. Full timeRoles & 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...
-
Relationship Manager
5 days ago
Singapore Bay Smart Capital Ventures (singapore) Pte. Ltd. Full timeRole 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 facilitating a smooth handover for...
-
Associate Relationship Manager
4 weeks ago
Singapore BDO UNIBANK, INC. (SINGAPORE BRANCH) Full timeRoles & ResponsibilitiesBASIC FUNCTIONAssist the Head of Securities Marketing in BDO SGB Treasury in the day-to-day overall activities related to Investment Accounts for the Regulated Activities under the Securities and Futures Act (SFA) and the Financial Advisers Act (FAA) to achieve its overall objectives and targets.DUTIES AND RESPONSIBILITIES1. Develop...
-
Associate, Senior Relationship Management Asia
2 weeks ago
Singapore Royal Bank of Canada Full timeJob SummaryYou will be part of the Asia Senior Relationship Management (âSRMâ) team. You will work with the Senior Relationship Management to build our business with the key institutional clients in Asia.Job DescriptionWhat is the opportunity?As the Associate, Senior Relationship Management Asia, you will be part of the Asia Senior Relationship...
-
Assistant Relationship Manager
2 weeks ago
Singapore MIZUHO BANK, LTD. Full timeRoles & ResponsibilitiesJob Responsibilities- Assist the relationship managers of the MNC section as credit analyst in promoting business to subsidiaries of Asian multinational corporations, manage client accounts, and contribute to the profit goals and other business.- Provide support to relationship managers in maximizing profits from Asian multinational...
-
Assistant Relationship Manager
2 weeks ago
Singapore Mizuho Bank, Ltd. Full timeJob Responsibilities- Assist the relationship managers of the MNC section as credit analyst in promoting business to subsidiaries of Asian multinational corporations, manage client accounts, and contribute to the profit goals and other business. - Provide support to relationship managers in maximizing profits from Asian multinational clients for Mizuho...
-
Relationship Manager
2 weeks ago
Singapore INTEGRITY CONSULTANT AND SERVICES PTE. LTD. Full timeRoles & ResponsibilitiesJob Description & RequirementsWe are looking for a Relationship Manager to build and preserve trusting relationships with our customers, client, suppliers and any other third parties. You are depended to find ways to outperform our competition and maintain our company’s positive image.To succeed in this role, you should be an...
-
Relationship Manager
7 days ago
Singapore Integrity Consultant And Services Pte. Ltd. Full timeJob Description & RequirementsWe are looking for a Relationship Manager to build and preserve trusting relationships with our customers, client, suppliers and any other third parties. You are depended to find ways to outperform our competition and maintain our company's positive image.To succeed in this role, you should be an excellent communicator, able to...
-
Customer Relationship
1 week ago
Singapore GRACE HR SOLUTIONS Full timeRoles & ResponsibilitiesOur clients, a leading IT solutions provider with a regional presence in Singapore, is expanding. They value self-development, career progress and most importantly a healthy working culture. Join them on this exciting journey as:Customer Relationship & Sales Associate Responsibility:• Work together with the marketing team to...
-
Fund Management Associate
3 weeks ago
Singapore ARTE AURA PTE. LTD. Full timeRoles & ResponsibilitiesJob Title:Fund Management Associate:- Represent a Top global bank- Portfolio Construction and Portfolio Management- Update investors on market movements- Business Development to onboard new investors- Attend investment monthly fund house trainings (fully funded by company)- Relationship Management with existing clients- Leading a Team...
-
Relationship Manager
18 hours ago
Singapore PERSOLKelly China Full timeRequirements 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...
-
Customer Relationship
7 days ago
Singapore Grace Hr Solutions Full timeOur clients, a leading IT solutions provider with a regional presence in Singapore, is expanding. They value self-development, career progress and most importantly a healthy working culture. Join them on this exciting journey as:Customer Relationship & Sales Associate Responsibility:. Work together with the marketing team to understand customers' needs,...
-
Relationship Manager
3 weeks ago
Singapore KGI SECURITIES (SINGAPORE) PTE. LTD. Full timeRoles & 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
2 weeks ago
Singapore ADECCO PERSONNEL PTE LTD Full timeRoles & 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
3 weeks ago
Singapore Adecco Personnel Pte Ltd Full timeOur 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 tailored wealth management...
-
Singapore Mizuho Bank Full timeOverview of Division/Department Our MNC team, a member of Singapore Corporate Banking Department, is one of the marketing team responsible for the promotion of the Bank's extensive range of products to Asian multinational clients and originating domestic and regional business for the Bank. Company Profile MIZUHO BANK, LTD. IS A SUBSIDIARY OF THE...
-
Fund Management Associate
3 weeks ago
Singapore Arte Aura Pte. Ltd. Full timeJob Title:Fund Management Associate:- Represent a Top global bank- Portfolio Construction and Portfolio Management- Update investors on market movements- Business Development to onboard new investors- Attend investment monthly fund house trainings (fully funded by company)- Relationship Management with existing clients- Leading a Team of associates after 1...
-
Relationship Manager
3 weeks ago
Singapore JMC CAPITAL ASSET MANAGEMENT SINGAPORE PTE. LTD. Full timeRoles & ResponsibilitiesJob Description: Provide banking/professional wealth management and investment services to HNW individual clients (insurance, bonds, funds, equities etc.) based on their investment needs and objectives; Build up and maintain business relationships with the portfolio of customers; Formulate and execute sales and marketing strategies...
-
Relationship Manager
3 weeks ago
Singapore Kgi Securities (singapore) Pte. Ltd. Full timeOverview of roleSourcing and onboarding of new offshore clientsUnderstand needs, objectives and risk profile of clientsAdvise clients on investment ideas / opportunities and other wealth management services and ensure investment suitability and timely executionRegular review of investment portfolios and risk profiles with clientsStrict observance of risk and...