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...

Regional Relationship Manager 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...

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...

Job Summary:We are looking for a skilled Financial Relationship Manager to join our team. In this role, you will be responsible for developing and maintaining business relationships with high-net-worth individuals, their families, family offices, and corporates.Key Responsibilities:Identifying investment opportunities and providing financial advice to...

Discover. 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...

**Job Description**: 1. Responsible for the daily marketing of new customer, mainly focus on Chinese and foreign banks, and sovereign institutions (including market infrastructure institutions and sovereign institutions), and conduct cooperation of various businesses including deposits and loans. 2. Promote cross-selling of all products for financial...

Discover. 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...

Roles & 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...

Job PurposeThe Financial Markets Relationship Manager plays a crucial role in ensuring that clients derive maximum value from our services. Key to this is developing an in-depth understanding of each client's use cases and configuring our services accordingly.ResponsibilitiesWork collaboratively with a team of Relationship Managers to service FIDS clients...

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...

Bright Point International Financial (SG) SingaporePosted 2 hours ago In-Office Permanent Competitive Bright Point Financial Group (BPI) is a boutique financial services firm offering a one-stop shop service to institutional clients across global market access, derivatives clearing, OTC derivatives, inter-dealer broking, and precious metals trade...

**Assistant Relationship Manager, Financial Intermediaries** **-** **(**240001FN**)** **Description** Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking clients. - Provide administrative and client service support to Relationship Managers servicing...

Assistant Relationship Manager, Financial Intermediaries (Manager) At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides...

**The 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 wealth generation - Ensure coverage of all relationships through client engagement, risk profiling and financial planning - Serve as a...

**PRINCIPAL ACCOUNTABILITIES**: - Establish, maintain and deepen relationships with non-bank and bank FIs in the region (eg. India, Indonesia etc) and solicit FI related business. - Front CTBC Bank to assigned markets and act as the window for inter-FI relations with other FIs. - Market and secure underwriting mandates for bonds and loans business. - Manage...

1. Responsible for the daily marketing of new customer, mainly focus on Chinese and foreign banks, and sovereign institutions (including market infrastructure institutions and sovereign institutions), and conduct cooperation of various businesses including deposits and loans. 2. Promote cross-selling of all products for financial institution customers,...

Relationship Manager, Financial Intermediaries (AVP/VP) At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive...

**Relationship Manager, Financial Intermediaries (AVP/VP)** **-** **(**240001FF**)** **Description** At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programs that develop them on both...

Global Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst guiding them on the path...

As a trusted IPPFA Adviser, you carry the responsibility of advising your clients on all wealth matters to ensure that they achieve lifetime financial security and success. As your clients begin to recognise the positive impact you have on their lives, you will know you have succeeded professionally. - Enterprising and industrious individual with a desire to...