Team Leads/ Client acquisition/ Relationship Manager

6 days ago


Singapore Dada Consultants Full time

Team Leads/ Client Acquisition/ Relationship Manager (Banking / CBD Office)
Our client is a well-known bank in Singapore.
Key Responsibilities:
Provide administrative and client service support to Relationship Managers (RMs) serving Private Banking clients
Respond to client inquiries, resolve issues, and fulfill requests
Monitor client account transactions and activities
Assist RMs in delivering financial advisory services to clients
Maintain accurate client data and reports
Perform administrative tasks, such as scheduling appointments, preparing correspondence, and coordinating travel arrangements
Collaborate with internal teams, including Product Groups and Operations
Ensure compliance with regulatory requirements and internal policies
Requirements:
Minimum 3 years of experience in client servicing, operations, or sales support within financial institutions
Bachelor's degree or diploma from a reputable institution
Strong knowledge of financial products and services
Excellent interpersonal, communication, and client-facing skills
Meticulous attention to detail and ability to work in a fast-paced environment
Collaborative mindset with ability to work across departments
Preferably CACS certified
Future-oriented mindset with ability to innovate and adapt to change
Empathetic, passionate, and resilient in a dynamic environment
Seniority Level
Executive
Employment Type
Full-time
Job Function
Customer Service, Sales, and Business Development
Industries
Investment Banking and Banking
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