Relationship Manager

2 days ago

Singapore THE HACENS TALENT PTE. LTD. Full time

**YOUR NEW JOB**:

- Private Banker Relationships : Establish and cultivate strong, trust-based relationships with private bankers at top financial institutions.
- Referral Generation : Secure referrals from private bankers to UHNW individuals and families who would benefit from our insurance and financial services offerings.
- Client Relationship Management : Build rapport with UHNW clients and manage relationships to provide a seamless experience from introduction through to solution delivery.
- Solution Offering : Assess the financial needs of UHNW clients and deliver personalized insurance and wealth management solutions.
- Market Intelligence : Stay updated on the latest trends in the UHNW market and financial services to identify new opportunities and adapt strategies.
- Sales Strategy & Execution : Work closely with internal teams to develop sales strategies, track performance, and meet or exceed monthly and annual sales targets.
- Networking : Attend industry events, seminars, and networking functions to build and maintain a network of potential clients and referral sources.
- Targets : Consistently hitting & exceeding net revenue targets
- Compliance : Fulfill full compliance with applicable regulatory requirements & internal compliance policies
- Documentation : Submit all business documentation (especially for new business) timely & accurately
- Support other team members in various sales activities

**WHAT IS NEEDED FROM YOU**:

- At least 3 years experience in Insurance banking industry, doing wealth planning / sales / relationship management
- Proven experience selling within financial services or insurance industry, with UHNW clients.
- Established relationships with private bankers, wealth managers, and other financial professionals.
- Track record managing multi-million dollar portfolios.
- Strong knowledge of insurance and financial products tailored to UHNW clients.
- Excellent communication, negotiation, and interpersonal skills - with strong proficiency in English & Mandarin.
- Ability to independently drive business development & manage a sales pipeline.
- Demonstrated success in generating referrals and meeting sales targets.
- Bachelor’s degree or higher in Business, Finance, Economics, or related field.

**WHAT WILL MAKE YOU STAND OUT**:

- Current licensed Financial Adviser Representative able to advise on life policies & arrange contracts of life insurance
- Knowledge of the Singapore financial services market and UHNW needs.
- Strong understanding of financial planning, estate planning, and wealth protection strategies.
- Proficiency in Chinese for effective internal & external stakeholder communication and business correspondence
- Experience in the Private Banking Industry
- Professional certifications (e.g., CFP, CFA)

  • Admin & Office Manager

    1 week 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

    4 days ago

    Singapore Standard Chartered Singapore Full time

    Relationship Manager - Priority Banking (Onshore/Offshore)Join to apply for the Relationship Manager - Priority Banking (Onshore/Offshore)role at Standard Chartered Singapore Relationship Manager - Priority Banking (Onshore/Offshore)2 months ago Be among the first 25 applicants Join to apply for the Relationship Manager - Priority Banking...

  • Relationship Manager

    7 days ago

    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...

  • Relationship Manager

    4 weeks ago

    Singapore Noah Group Full time

    Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Noah Holdings Job Description: Grow the business through proactive acquisition and retention of HNW/ UHNW clients; Build and develop a deep understanding of clients' investment needs; Provide sound financial advice to clients working in partnership with...

  • Relationship Manager

    4 days ago

    Singapore OCBC Full time

    Relationship Manager - AVP / VP Infrastructure & Utilities Join to apply for the Relationship Manager - AVP / VP Infrastructure & Utilities role at OCBC Relationship Manager - AVP / VP Infrastructure & Utilities 1 day ago Be among the first 25 applicants Join to apply for the Relationship Manager - AVP / VP Infrastructure & Utilities role at OCBC ...

  • Relationship Manager

    4 days ago

    Singapore OCBC Full time

    Relationship Manager - Enterprise Banking Industries (Transport & Logistics) Join to apply for the Relationship Manager - Enterprise Banking Industries (Transport & Logistics) role at OCBC Relationship Manager - Enterprise Banking Industries (Transport & Logistics) 3 days ago Be among the first 25 applicants Join to apply for the Relationship Manager...

  • Relationship Manager

    5 days ago

    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...

  • Relationship Manager

    1 week 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

    2 weeks 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

    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...