Relationship Manager

24 hours ago

Singapore Schroders Full time

**Job Summary**:

- Sourcing and on-boarding of new 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 Responsibilities**:

- Build-up, maintain and expand a network of clients, introducing them to the Schroders company and Wealth Management platform
- Ensure thorough due-diligence, including KYC and SOW at client on-boarding and also throughout the client relationship
- 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
- Ensure a fair dealing of the customer
- Regular and timely submission of progress reports, incl. existing business and prospect pipeline.
- Constant and timely filing of call reports, following meetings/conversations with clients.
- Communicate and work hand-in-hand with investment and treasury department, giving input for generating new investment/product ideas
- Attend regulatory and in-house training session and pass regulatory licencing requirement tests
- Back-up and assist other team members, while on leave or out stationed
- Source and assist in organizing small-scale marketing events (Investment forums, social gatherings, sports events)
- Follow-up on referral business
- Observe and follow regulatory as well as the bank’s policies and procedures, guided by the Advisory Handbook, cross-border rules, AML guidelines, Addendum to Schroders WM Credit Risk Policy, Credit Procedure and other risk/compliance related procedures; diligent and prompt reporting of irregularities/red flags to line manager/compliance officer/respective head of department
- Keep updated on latest developments on capital markets and the industry
- Represent the Schroders brand and values in the market

**Requirements**:

- At least 15 years of direct client relationship management experience in wealth management / investment advisory sales
- Recognized university degree and CACS certification
- Experience in client acquisition and retention success
- Disciplined, with deep understanding of Compliance and Regulatory framework of the industry
- Experience in investment product and market knowhow
- Strong relationship management and sales skills
- Driven, client-oriented with strong business acumen
- Proficient, proactive whilst collaborative
- CFA charter-holder a plus

**We’re looking for the best, whoever they are**
Schroders is an equal opportunities employer. You’re welcome here whatever your sex, marital status, ethnic origin, sexual orientation, religious belief or age.

(Job ID: SIN01820)

  • Business Development Manager

    6 days 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...

  • Relationship Manager

    1 week ago

    Singapore FRAXTOR PRIVATE LIMITED Full time

    About the Company Fraxtor is a real estate tokenisation and investment platform licensed by the Monetary Authority of Singapore. Clients are able to gain access to a variety of real estate investment products on the Fraxtor platform. **Job Description**: - Manage existing clients and to build client relationship. - Acquire new clients who are accredited...

  • Relationship Manager

    2 weeks ago

    Singapore Longbridge Singapore Full time

    Offer diverse financial solutions (private funds, bonds, structured products, public fund portfolios, etc.) Competitive commission incentives Flexible client acquisition: cross-border coverage, digital platforms, and joint advisory support Responsibilities Develop and manage HNWI(High Net Worth Individual) relationships in Hong Kong, Singapore, and...

  • Relationship Manager

    4 weeks ago

    Singapore Bank of Singapore, Asia's Global Private Bank Full time

    Join to apply for the Relationship Manager (Indonesia) role at Bank of Singapore, Asia's Global Private Bank 1 day ago Be among the first 25 applicants Join to apply for the Relationship Manager (Indonesia) role at Bank of Singapore, Asia's Global Private Bank Bank of Singapore opens doors to new opportunities.At Bank of Singapore, we are constantly on...

  • Relationship Manager

    3 days ago

    Singapore CHANGHENG (SINGAPORE) ENGINEERING PTE. LTD. Full time

    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 communicator, able to work with sales and...

  • Relationship Manager

    24 hours 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/Junior Relationship Manager

    1 week ago

    Singapore The Resolute Hunter Pte Ltd. Full time

    Overview Seeking for a Relationship Manager/Junior Relationship Manager who has experience in handling Corporate

  • Relationship Manager

    24 hours 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,...

  • Relationship Manager

    2 weeks ago

    Singapore F1 AUTOS PTE. 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....

  • Relationship Manager

    6 days 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 communicator,...