Relationship Manager

2 months ago


Singapore Bank Negara Indonesia Full time
Job Description

Key Responsibilities:

  • Collaborate with the Wealth Management team to provide comprehensive solutions to high-net-worth clients.
  • Deliver regular market updates and financial planning services to clients, understanding their needs and recommending suitable wealth management products.
  • Conduct ongoing market analysis to identify potential client leads and opportunities.
  • Provide financial planning and advisory services tailored to clients' needs and investment profiles.
  • Develop and maintain strong relationships with existing clients, identifying opportunities to deepen and expand their business with Bank Negara Indonesia.
  • Ensure comprehensive coverage of client relationships through engagement, risk profiling, and financial planning.
  • Understand clients' banking and financial needs, recommending suitable solutions to meet these needs.
  • Drive business growth by actively prospecting for new clients and referrals, leveraging existing networks to generate new business leads.
  • Deliver exceptional client experiences, meeting specific metrics and expectations.
  • Independently manage complex problems, exercising latitude to find solutions.

Compliance, Risk & Control:

  • Ensure strict adherence to KYC/AML and other compliance norms.
  • Assess risk when making business decisions, prioritizing the firm's reputation and safeguarding the bank, its clients, and assets by driving compliance with applicable laws, rules, and regulations.

Requirements:

  • The successful candidate will have strong academic qualifications and over 5 years of experience in Wealth Management, with a proven track record of managing clients' portfolios (Priority/Premier banking).
  • Hold relevant certifications, such as CMFAS, and necessary licenses.
  • Have a strong understanding of financial markets and investment products.
  • Develop strong interpersonal relationships to work individually and collaborate with stakeholders to meet client needs.
  • Be highly driven and able to succeed in a challenging environment.
  • Exhibit an outgoing disposition, equipped with good communication and interpersonal skills.
  • Be a down-to-earth and resilient individual with an entrepreneurial and collaborative mindset, able to work independently and in a strong team environment.
  • Be highly driven to excel and thrive in a challenging environment by effectively recognizing customers' personal banking and wealth management needs.
  • Proficiency in Bahasa Indonesia is preferred.

  • Relationship Manager

    1 month ago


    Singapore Noah International 諾亞國際 Full time

    Job Title: Relationship ManagerNoah International is seeking a skilled Relationship Manager to join our team. As a key member of our wealth management team, you will be responsible for building and maintaining relationships with high net worth clients, providing them with tailored financial solutions and exceptional service.Key Responsibilities:Identify and...

  • Relationship Manager

    2 weeks ago


    Singapore MARGIN WHEELER PTE. LTD. Full time

    Roles & ResponsibilitiesRelationship Manager Responsibilities: Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing...

  • Relationship Manager

    1 month ago


    Singapore HSBC Full time

    Unlock Your Potential as a Relationship ManagerAre you a results-driven professional looking to make a meaningful impact in the world of finance? Do you have a passion for building strong relationships and delivering exceptional client experiences? If so, we invite you to explore this exciting opportunity as a Relationship Manager with HSBC Global Private...

  • Relationship Manager

    2 weeks 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...

  • Relationship Manager

    2 weeks ago


    Singapore SEARCH INDEX PTE. LTD. Full time

    Job SummarySEARCH INDEX PTE. LTD. is seeking a skilled Relationship Manager to join our team. As a key member of our corporate development department, you will be responsible for building and maintaining strong relationships with our clients, understanding their business needs and offering solutions from our suite of corporate services, including company...

  • HR & Admin Executive

    2 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...

  • Relationship Manager

    3 weeks ago


    Singapore HSBC Full time

    Job Title: Relationship ManagerHSBC is seeking a high-calibre professional to join our team as a Relationship Manager - Global Private Banking.Key Responsibilities:Asset gathering and growth, revenue generation, and developing stronger relationships within the Singapore Market to grow the high net worth business and clientele.Providing full-service banking...

  • Relationship Manager

    3 weeks ago


    Singapore Noah International 諾亞國際 Full time

    Job Title: Relationship ManagerAt Noah International, we are seeking a highly skilled and experienced Relationship Manager to join our team. As a key member of our wealth management team, you will be responsible for building and maintaining strong relationships with our high net worth clients.Key Responsibilities:Identify and pursue new business...

  • Relationship Manager

    4 weeks ago


    Singapore Ethos BeathChapman Full time

    Job Opportunity: Relationship ManagerWe are seeking a skilled Relationship Manager to join our team at Ethos BeathChapman. As a key member of our corporate banking team, you will be responsible for supporting senior bankers with credit memos and reviews, handling stakeholder queries, and monitoring covenants.Key Responsibilities:Support senior bankers in...

  • Relationship Manager

    2 weeks ago


    Singapore GIANT RECRUITMENT PTE. LTD. Full time

    Roles & ResponsibilitiesRelationship ManagerThe primary role of relationship managers is to ensure customer satisfaction and retention by understanding their needs, preferences, and concerns — and providing personalised service and support.You will be able to identify needs and requirements to promote our company’s solutions and achieve mutual...

  • Relationship Manager

    2 weeks ago


    Singapore LEI SHING HONG CREDIT (SINGAPORE) PTE. LTD. Full time

    Roles & ResponsibilitiesRelationship Manager To acquire, grow and develop relationships with SME customers To proactively manage, supervise and monitor the SME accounts under your care To understand customers' requirements and recommend suitable solution to meet customers' needs To deliver sound credit underwriting recommendation in line with the company...


  • 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...

  • Relationship Manager

    2 weeks 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...

  • Relationship Manager

    2 months ago


    Singapore Fargo Wealth Group Limited Full time

    Key Responsibilities:As a Relationship Manager at Fargo Wealth Group Limited, you will be responsible for developing and managing strong relationships with high net worth (HNW) and ultra high net worth (UHNW) clients in the Asia market.Client Relationship Management:Develop and maintain strong relationships with HNW and UHNW clients, providing personalized...

  • Relationship Manager

    2 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

    2 weeks ago


    Singapore RANDSTAD PTE. LIMITED Full time

    Key ResponsibilitiesAs a key member of the team at RANDSTAD PTE. LIMITED, you will be responsible for engaging, prospecting, and managing a portfolio of clients across insurance and investment portfolios. This is a branch client-facing sales position where you will focus on building strong business relationships with clients and delivering excellent customer...


  • 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...


  • Singapore Nomura Holdings, Inc. Full time

    Skill Category: International Wealth Management Job Title: Executive Director, Relationship Manager Corporate Title: Executive Director Division / Department: International Wealth Management Location: Singapore Nomura Overview Nomura is an Asia-headquartered financial services group with an integrated global network spanning over 30 countries. By connecting...

  • Relationship Manager

    3 weeks ago


    Singapore FOMO Pay Full time

    About CapBridgeCapBridge Pte Ltd, a member of FOMO Group, is a leading investment and asset allocation platform for corporate and individual investors. Our platform enables clients to build a diversified portfolio of direct investments in various public and private market instruments, alongside other institutional lead investors.We combine advanced financial...

  • Chef de Cuisine

    2 weeks ago


    Singapore CAPITOL HOTEL MANAGER PTE. LTD. Full time

    Roles & ResponsibilitiesThe job of Chef De Cuisine is executed satisfactorily when: Standard recipes are developed and written. New dishes and products are developed. Outstanding culinary technical skills are maintained. Profitability and popularity of dishes on the menu are reviewed based upon menu item sales figures, and changes are made where...