Relationship Manager

4 months ago


Singapore Bank Negara Indonesia Full time

Key Responsibilities

  • Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our offshore banking Priority clients
  • Provide  clients with regular market updates, endeavouring to understand our clients' financial needs and recommending appropriate wealth management products accordingly
  • Perform continuous market analysis to identify potential client leads and opportunities
  • Provide financial planning and advisory services aligning to clients' needs and investment profile
  • Embarking on a proactive relationship management to strengthen, deepen and delight client's relationship with existing customers, hence building a strong foundation for customer growth
  • Ensure coverage of all relationships through client's engagement, risk profiling and financial planning
  • Understand customers' banking and financial needs and recommend suitable solutions to meet these needs
  • Demonstrate strong ability to self-source, develop new business by actively prospecting for new clients and referrals, and leveraging your existing network to generate New to Bank leads
  • Fulfilling clients necessitates while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics
  • Deals with most problems independently and has some latitude to solve complex problems

Compliance, Risk & Control

  • Ensure that KYC/AML and other compliance norms are strictly adhere to
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding the bank, its clients and assets by driving compliance with applicable laws, rules & regulations adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency

Requirements

  • The successful candidate has strong academic qualifications and over 5 years of work experience in Wealth Management with a proven track record of managing clients' portfolio (Priority/Premier banking)
  • Completion Certification CMFAS and licenses
  • Strong understanding of financial markets and investment products
  • Strong interpersonal relationship skills to be able to work individually as well as to collaborate with stakeholders to meet the needs of these clients
  • Highly driven and possess the ability to succeed within a challenging environment
  • Outgoing disposition, well-equipped with good communication and interpersonal skills
  • Down to earth and resilient individual with an entrepreneurial and collaborative mindset who is able to work independently and in a strong team environment
  • Highly driven to excel and be able to thrive within a challenging environment by effectively recognizing customers' personal banking and wealth management needs
  • Speaking Bahasa Indonesia is preferably


  • Singapore RELATIONSHIP STUDIO PTE. LTD. Full time

    About UsRelationship Studio Pte. Ltd. is a Training Provider that goes beyond the books and traditional theories to discover your strengths, blind spots, and needs. We coach you on managing sensitivity in every relationship and recommend what works best – helping you achieve a high self-mastery level of self-awareness and personality integration.An...


  • Singapore RELATIONSHIP STUDIO PTE. LTD. Full time

    Job SummaryWe are seeking an experienced Human Resources Generalist to join our team at RELATIONSHIP STUDIO PTE. LTD.About UsRELATIONSHIP STUDIO PTE. LTD. is a Training Provider that delivers high-quality training programs designed to help individuals achieve personal growth and self-awareness.Our company values include being passionate about making a...


  • Singapore RELATIONSHIP STUDIO PTE. LTD. Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Senior Administrative Coordinator to support our HR and Admin functions at Relationship Studio PTE. LTD.The successful candidate will be responsible for providing administrative assistance, coordinating employee training sessions, managing employee records, and maintaining compliance with local...


  • Singapore RELATIONSHIP STUDIO PTE. LTD. Full time

    Job Title: Work as a Competency Evaluator for our WSQ Course Company OverviewWe are Relationship Studio Pte. Ltd., a Training Provider that goes beyond traditional theories to discover your strengths, blind spots and needs. We coach you on managing sensitivity in every relationship, and recommend what works best – helping you achieve a high self-mastery...

  • Relationship Manager

    1 month ago


    Singapore ALTI WEALTH MANAGEMENT (SINGAPORE) PTE. LTD. Full time

    Roles & 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...


  • Singapore ACHIEVE CAREER CONSULTANT PTE LTD Full time

    Roles & ResponsibilitiesOur Client is seeking for a Relationship Manager (Onshore/Offshore) to maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Clients Segment.ABOUT THE ROLE: Conduct professional financial analysis sessions to meet customer needs and...

  • Relationship manager

    4 weeks ago


    Singapore ZACD INVESTMENTS PTE. LTD. Full time

    Job Objectives The Relationship Manager is responsible for active client management strategies and acquisition through networking, marketing activities, and ongoing dialogue with a few key selected clients. He/ she is focused on building strategic relationships with these select clients. He/ she provides product advisory on bespoke products that meet...

  • WSQ Assessor

    10 hours ago


    Singapore RELATIONSHIP STUDIO PTE. LTD. Full time

    About 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 access your motivations,...

  • WSQ Assessor

    17 hours ago


    Singapore RELATIONSHIP STUDIO PTE. LTD. Full time

    Roles & 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...


  • Singapore ST RECRUITMENT CENTRE Full time

    Job OverviewWe are seeking a highly skilled and motivated Relationship Manager to join our team at ST RECRUITMENT CENTRE. In this role, you will be responsible for building and maintaining strong relationships with customers, ensuring timely payment of bills, and providing exceptional customer support.About the RoleThis is an exciting opportunity for a...

  • Relationship Manager

    4 weeks ago


    Singapore REPS BIZ PTE. LTD. Full time

    Roles & ResponsibilitiesPosition Overview:We are on the lookout for a proactive and results-driven Relationship Manager (Client Sales & Servicing Specialist) to join our dynamic team. This role is crucial for driving growth in client sales and servicing, particularly within the Financial Services sector, focusing on Retail Investment Products and Insurance...

  • Relationship Manager

    1 month ago


    Singapore United Overseas Bank Full time

    About the RoleAs a Relationship Manager at United Overseas Bank, you will be part of a team of highly trained financial professionals responsible for developing and growing our Privilege client relationships. You will provide financial advisory services and appropriate financial and investment solutions and advice to our affluent and high networth clients in...


  • Singapore RELATIONSHIP STUDIO PTE. LTD. Full time $2,800 - $3,200

    About 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 access your motivations,...

  • Relationship Manager

    1 month ago


    Singapore MATCH RESOURCES PTE. LTD. Full time

    Roles & ResponsibilitiesResponsibilities: 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...


  • Singapore FUNDING SOCIETIES PTE. LTD. Full time

    Roles & ResponsibilitiesFunding Societies | Modalku is the largest SME digital financing platform in Southeast Asia. We are licensed in Singapore, Indonesia, Thailand, and registered in Malaysia. We are backed by Sequoia India and Softbank Ventures Asia Corp amongst many others and provides business financing to small and medium-sized enterprises (SMEs),...


  • Singapore ZACD INVESTMENTS PTE. LTD. Full time

    Roles & ResponsibilitiesJob ObjectivesThe Relationship Manager is responsible for active client management strategies and acquisition through networking, marketing activities and ongoing dialogue with a few key selected clients. He/ she is focused on building strategic relationships with these select clients.He/ She provides product advisory on bespoke...

  • HR & Admin Executive

    4 weeks ago


    Singapore RELATIONSHIP STUDIO PTE. LTD. Full time

    Roles & 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...


  • 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 segment.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 months ago


    Singapore Tangspac Full time

    The 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

    1 month ago


    Singapore U3 Infotech Pte Ltd Full time

    Standard Chartered Bank (Permanent)Relationship ManagerJob Description Maximize new business/acquisition/referral opportunities and deepen existing customer relationships to the specified service standards for the Priority Clients segment.The Role Responsibilities Conduct a professional, consultative financial analysis and profiling session with customers...