Strategic Client Partnerships Specialist

4 weeks ago


Singapore RECRUIT AVENUE PTE. LTD. Full time
About the Role
RECRUIT AVENUE PTE. LTD. seeks an experienced Strategic Client Partnerships Specialist to join our team. As a key member of our private banking and wealth management division, you will be responsible for building and maintaining strong relationships with high-net-worth clients. This is an excellent opportunity to leverage your expertise in financial services and drive business growth.

Key Responsibilities
• Assist Relationship Managers in providing exceptional client service by responding to inquiries, resolving issues, and delivering timely support.
• Develop and maintain accurate client documentation, ensuring compliance with regulatory requirements and internal policies.
• Conduct market research and prepare comprehensive reports to inform investment recommendations and client presentations.
• Facilitate the onboarding process for new clients, ensuring seamless transitions and timely completion of necessary documentation.
• Monitor client portfolios and provide regular updates on performance, market trends, and potential investment opportunities.
• Collaborate with internal departments to ensure efficient service delivery and effective communication with clients.
• Support the organization and execution of client events and meetings to foster strong relationships and loyalty.
• Contribute to the development and implementation of marketing strategies to attract new clients and retain existing ones.

Qualifications
• Bachelor's degree in Finance, Business, or a related field.
• 2+ years of experience in private banking, wealth management, or financial services.
• Strong knowledge of financial products and services, including wealth management solutions and investment options.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
• Detail-oriented with strong organizational and time-management skills, ensuring timely completion of tasks and projects.
• Proficient in Microsoft Office Suite (Excel, PowerPoint, Word) and experience with banking software systems.
• Ability to work independently and collaboratively within a team environment, prioritizing tasks and managing competing demands.

Salary and Benefits
The estimated salary range for this role is SGD $60,000 - SGD $80,000 per annum, depending on experience. In addition to a competitive salary, we offer a comprehensive benefits package, including medical insurance, retirement savings plan, and paid time off.

Bonus Structure
A performance-based bonus structure will be implemented, with targets aligned to individual and team performance. Bonus payments will be made quarterly, subject to company performance and individual achievement.

Tell Employers What Skills You Have
  • Market Research
  • Wealth Management
  • Referrals
  • Microsoft Office
  • Ability To Work Independently
  • Interpersonal Skills
  • Loans
  • Private Banking
  • PowerPoint
  • Compliance
  • Banking
  • Excel
  • Regulatory Requirements
  • Financial Services
  • Service Delivery


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