Relationship Manager

2 weeks ago


Singapore CLSA GLOBAL MARKETS PTE. LTD. Full time

**Company Overview**

CITIC CLSA provides global investors and corporate executives with insights, liquidity and capital to drive their growth strategies.

Award-winning research, an extensive Asia footprint, direct links to China and highly experienced finance professionals differentiate our innovative products and services in asset management, corporate finance, equity and debt capital markets, securities and wealth management.

As part of CITIC Securities (SSE: 600030, SEHK: 6030), China’s leading investment bank, CITIC CLSA is uniquely positioned to facilitate cross-border capital flows and connect China to the world and the world to China.

**Position Description
The Relationship Manager (RM) is a key member of the team within Wealth Management, working with HNW / UHNW / Family Offices / EAM clients, leading corporates as well as institutional banks will bring you closer to success and fit within the department. You will have strong knowledge in insurance and trusts, investment (FX, equities, bonds, structured notes, options, futures, margin trading), capital markets and financing, and familiar with preparing credit proposals and on-boarding process for clients. You are a team player and possess the instinct to identify new business opportunities.

**Key Areas of Responsibilities**
- Maintain good relationship with the existing HNW / UHNW / Family Offices / EAM clients.
- Develop business for wealth management clients in generating revenue through secondary and primary broking activities. Scope of work includes account opening, CDD & KYC, product roadshow, project pitching, clients visit in Greater China (if necessary) as well as ad-hoc projects.
- Provide trading and dealing services, including Singapore, Hong Kong and overseas equities, fixed income, futures, commodities and 3rd party products, also provide post-trade review and data analysis to key clients.
- Participate in internal and external business development activities, discover innovative and popular financial product and raise request to product team.
- Support Wealth Management team to promote company’s professional image.
- Possess strong integrity, compliance sense, willingness to learn and progress.
- Participate internal and external business development activities.
- Support Wealth Management team to increase company’s brand, product awareness among different clients and market share and penetration.
- Assist dealing and IT department in performing relevant system testing and system rollout.
- You will be a part of a result-oriented team and enjoy strong management support from leadership and also middle / back office.
- Result-oriented with strong initiative and drive to succeed.
- Customer-focused and able to work under pressure.
- Work closely with the product specialists and investment advisors to manage and develop clients’ portfolio, and assist in the growth of the business.
- Be responsible for ensuring in-depth credit assessment for new and existing clients.
- Be involved in day to day business meetings and communicate with clients to solve enquiries on an ad-hoc basis.Explore compatibility and bring new clients on-board to expand your portfolio.

**Requirements**:

- Degree or above (Business / Finance / Engineering discipline) with at least 4 years of working experience.
- Result-oriented with strong initiative and drive to succeed.
- Customer-focused and able to work under pressure.
- Ability to build and maintain strong working relationships with local sales representatives’ experience in providing witness services for account opening.
- Possess strong business network with Greater China clients in Singapore, and have good connections with clients who are interested in investing in overseas financial products.
- Excellent communication, interpersonal and relationship skills.
- Good command of written and spoken English.
- Must be proficient in spoken Mandarin, particularly in product offering concepts and explanation to Greater China clients.
- Proficient in written Mandarin communications to clients if necessary.
- Possess CACS 1 & 2 certifications, and the relevant CMFAS licensing.

CITIC CLSA may collect personal data from you for purposes relating to your engagement with the Company, including human resource management and other business and internal / external compliance purposes. Any personal information and /or data collected and held by the Company may be used by the Company or transferred (whether within/ outside Hong Kong) to any other parties within the Company, subsidiaries and affiliates of the Company, internal or external service providers, or any other relevant parties including governmental or regulatory authorities, for the above purposes.



  • Singapore RELATIONSHIP STUDIO PTE. LTD. Full time

    **About Us** We 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...

  • Marketing Intern

    2 weeks ago


    Singapore RELATIONSHIP STUDIO PTE. LTD. Full time

    **About Us** We 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...


  • Singapore RELATIONSHIP STUDIO PTE. LTD. Full time

    If you have a life mission to impact lives, and you are a driven, thoughtful, curious, intellectual, meticulous, communicative and perceptive individual, who believes in personal development and growth, and wish to be part of a progressive, fast paced and hands-on working environment, this is the right career for you. We are looking for someone who is: -...


  • Singapore ZORB PRIVATE LIMITED Full time

    Relationship Manager responsibilities include: - Building positive relationships with customers - Assisting with generating new business - Identifying opportunities for greater profits **Job brief**: We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We’ll rely on you to find ways to outperform our...


  • Singapore MARGIN WHEELER PTE. LTD. Full time

    **Relationship 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 clients with...


  • Singapore Radware Bot Manager Full time

    Regional Director, ASEAN - (2400002J) The Regional Sales Director for ASEAN at Radware will be responsible for managing and developing a team of sales account executives and pre sales engineers to drive new business and revenue growth within the ASEAN region. This role involves collaborating with the sales leadership team to develop and execute sales...

  • Relationship Manager

    2 weeks ago


    Singapore INTEGRITY CONSULTANT AND SERVICES PTE. LTD. Full time

    **Job Description & Requirements** We are looking for a Relationship Manager to build and preserve trusting relationships with our customers, client, suppliers and any other third parties. You are depended to find ways to outperform our competition and maintain our company’s positive image. To succeed in this role, you should be an excellent...

  • Relationship Manager

    2 weeks ago


    Singapore AlphaLab Capital Full time

    AlphaLab Capital Group works with a wide variety of exchanges and counterparties, from large and well-known organisations to small up-and-coming companies. As we work in an ever-changing marketplace, building relationships with the right stakeholders is a varied and complex task. We are looking for a Relationship Manager with exceptional negotiation,...


  • Singapore FOUNDSWORTH PTE. LTD. Full time

    Responsibilities for Relationship Manager - Farmer Role: - Create and enforce plans that will help meet the needs of customers - Build long-term relationships with clients and customers - Work quickly to address and resolve customer issues - Notify the sales team of new sales and cross-selling opportunities - Become familiar with the competition to stay...

  • Relationship Manager

    2 weeks ago


    Singapore SOURCEO PTE. LTD. Full time

    Roles & ResponsibilitiesJob Title: Relationship ManagerJob Summary:We are seeking a dynamic Relationship Manager to manage and develop relationships with high-profile clients, driving business growth and delivering tailored financial solutions. You will provide exceptional customer service while ensuring compliance with regulatory requirements.Key...

  • Relationship Manager

    2 weeks ago


    Singapore FXHB Asset Management Full time

    This is a full-time hybrid role for a Relationship Manager at FXHB Asset Management. The Relationship Manager will be responsible for managing client relationships, identifying new business opportunities, and providing financial advice. This role is located in Singapore, with some work from home flexibility. Qualifications Excellent interpersonal and...


  • Singapore OREGANO TRADING PRIVATE LIMITED Full time

    We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We’ll rely on you to find ways to outperform our competition and maintain our company’s positive image. To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers....


  • Singapore AVALLIS INVESTMENTS PTE. LTD. Full time

    **Relationship Manager** As a Relationship Manager, you will develop and maintain strong customer relationships. You will seek out new business opportunities for your clients while advising them on products or services that best fit their needs. **Responsibilities**: - Understand client’s needs and develop new financial products as appropriate based on...


  • Singapore BN Business Consultancy Pte Ltd Full time

    Job Highlights * Cohesive work environment * Supportive culture encouraging growth and development * Personalized training and coaching Experienced Investment Specialists/Relationship managers/Insurance specialists/Private Bankers wanted Individuals with less than 1 year experience will be considered for the role of a Junior Relationship Manager and...

  • Relationship Manager

    2 weeks ago


    Singapore PACES CAPITAL MANAGEMENT PTE. LTD. Full time

    **Role Summary PACES provides Relationship Managers (RMs) with a unique opportunity to harness the potential of their relationships and capitalize on them strategically. This innovative platform enables RMs to benefit from a more substantial share of the revenue they generate, surpassing what traditional banks and similar alternatives can offer. The...


  • Singapore Gravitas Recruitment Group Full time

    We're searching for an Onshore Relationship Manager to join our rapidly expanding banking team. **Responsibilities**: - Build and maintain strong relationships with clients. - Develop comprehensive understanding of client's financial needs. - Offer suitable financial solutions and manage client accounts. - Work cohesively with other team members to achieve...


  • Singapore BLUE ALTITUDE CAPITAL PTE. LTD. Full time

    Blue Altitude Capital is seeking results-oriented Relationship Managers to join our team. This position reports to the Managing Director of Blue Altitude Capital. **Responsibilities**: - Acquire and build long-term relationships with high net-worth clientele and their families; - Manage clientele portfolios and provide regular market information...


  • Singapore IIX Global Full time

    The Relationship Manager is responsible for managing and developing relationships with clients under Innovative Finance Team. The role involves identifying and understanding the financial needs of clients and providing them with appropriate financial solutions. The Relationship Manager is also responsible for achieving sales targets and ensuring customer...


  • Singapore REPS BIZ PTE. LTD. Full time

    Roles & ResponsibilitiesPosition Overview:We are seeking a proactive and results-driven Relationship Manager (Client Sales & Servicing Specialist) to join our dynamic team. This role is essential to driving growth in client sales and servicing within the Financial Services sector, with a focus on Retail Investment Products and Insurance Advisory. The ideal...


  • Singapore REPS BIZ PTE. LTD. Full time

    Roles & ResponsibilitiesPosition Overview:We are seeking a proactive and results-driven Relationship Manager (Client Sales & Servicing Specialist) to join our dynamic team. This role is essential to driving growth in client sales and servicing within the Financial Services sector, with a focus on Retail Investment Products and Insurance Advisory. The ideal...