Relationship Manager/senior Relationship Manager

1 day ago

Singapore RGF Full time

**Location**: Singapore

**Salary**: Open

**Industry**: Financial Services

**Sub-industry**: Investment Banking

**Function**: C-level Executive & Senior Management
**Job Description**:
**Our Client**:
Our client is a pioneer Securities & Derivatives, Trading, and Clearing Member of Singapore Exchange. They are actively looking to hire a Relationship Manager/Senior Relationship Manager to join their fast-growing team in Singapore.

**The Responsibilities**:
Overview of the Role
- Sourcing and onboarding of new offshore clients
- Understand needs, objectives, and risk profile of clients
- Advise clients on investment ideas / opportunities and other wealth management services and ensure investment suitability and timely execution
- Regular review of investment portfolios and risk profiles with clients
- Strict observance of risk and compliance / cross-border / AML issues and regulations
- Ensure that we achieve excellence in our clients' experience, building lasting relationships based on high standards of service and quality advice

Key Duties
- Build-up, maintain and expand a network of clients, introducing them to the company and Wealth Management platform
- Provide exceptional advice, service, and appropriate recommendations to clients with focus on understanding their needs, objectives, and risk tolerance
- Develop personalized wealth management solutions and investment ideas
- Enable the client to make informed financial decisions by providing clear, relevant, and timely information
- Regular and timely submission of progress reports, incl. existing business and prospect pipeline
- Constant and timely filing of call reports, following meetings with clients
- Communicate and work together with investment product and research department, giving input for generating new investment/product ideas
- Observe and follow regulatory and bank's policies and procedures like advisory handbook, cross-border rules, AML guidelines, and other risk/compliance issues: diligent and prompt reporting of irregularities/red flags to line manager/compliance officer

**The Requirements**:

- 5-10+ years of direct client relationship management experience in wealth management/investment advisory sales
- Fluent in English and Chinese to be able to liaise effectively with English-speaking and native Mandarin-speaking stakeholders
- Recognized University Degree and relevant certification
- Proven track record in client acquisition and retention success
- Disciplined, with deep understanding of Compliance and Regulatory framework of the industry
- Extensive investment product and market knowhow
- Strong relationship management and sales skills
- Driven, client-oriented with strong business acumen

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