Relationship Manager

5 days ago


Singapore Schroders Full time

**Overview of role**
- Sourcing and onboarding 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 duties**
- Build-up, maintain and expand a network of clients, introducing them to the Schroders 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
- 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 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
- 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: SIN01360)



  • 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

    Roles & ResponsibilitiesAbout UsWe 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...


  • Singapore ADANSONIA FUND MANAGER PRIVATE LIMITED Full time

    Roles & ResponsibilitiesThe Company is a Capital Market Services Licence holder regulated by the Monetary Authority of Singapore.Responsibilities:• Work with CEO and manage the day to day operations of the company and funds (currently 2 Private Equity VCC's);• Act as a Representative of the Company;• Oversee and manage the ongoing compliance...

  • Wsq Assessor

    2 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...

  • HR Executive

    3 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 motivations,...

  • Relationship Manager

    3 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...


  • 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

    3 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,...


  • 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,...


  • Singapore Summit Planners Full time

    By becoming a relationship manager at Summit Planners, you can help your customers achieve the financial security they need and desire. When you see the difference that you can make, the sense of fulfilment is beyond your imagination. **Unlimited income potential** You can set your own pace and establish your own income objectives. You are the master of...


  • 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 Bank of China Limited, Singapore Branch Full time

    Main responsibility: Dialogue with our clients to understand their business objectives and challenges. Prospect new commodity customer relationships and manage existing portfolio. The usual duties of relationship manager include account opening, credit proposal/reviews, KYC and review, post lending management, cross-selling, system handling, document...


  • Singapore ZACD Group Ltd Full time

    2 days ago Be among the first 25 applicants Direct message the job poster from ZACD Group Ltd Company Description ZACD Group Ltd is an integrated asset manager based in Singapore, offering solutions across the real estate value chain in Singapore and the Asia-Pacific region. With licenses from MAS and SFC, ZACD has a proven track record in real estate...


  • Singapore GMP Group Full time

    **Responsibilities**: - Build and improve relationships with new clients and identify potential opportunities - Deepen and strengthen existing client relationships and improve income generation - Manage the appropriate price products and provide recommendations for any adjustments based on credit and other risk factors - Prepare facilities documentation...

  • Relationship Manager

    3 weeks ago


    Singapore WIQAYAH PTE. LTD. Full time

    Roles & ResponsibilitiesWiqayah, a leading management consultancy services company, is seeking an experienced and dynamic Relationship Manager to join our team. The ideal candidate will be responsible for building, nurturing, and managing strong relationships with our clients, ensuring their needs are met and their expectations exceeded. As the primary point...


  • Central Singapore Northern Trust Corp. Full time

    **About Northern Trust** Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families and institutions by remaining true to our...

  • Relationship Manager

    3 weeks ago


    Singapore RECRUITING TALENTS GLOBAL PTE. LTD. Full time

    Roles & ResponsibilitiesAre you seeking a new career opportunity with higher income potential and growth prospects? If you have excellent people skills and a strong drive to succeed, this is your chance to step into a highly rewarding sales career.Join a leading global bank as a Relationship Manager and play a key role in driving business growth—no prior...


  • Singapore ABN AMRO CLEARING BANK N.V. Full time

    **MISSION** ABN AMRO Clearing (AAC) is a leading global player in the clearing industry and clearing related services and strives to optimize profitability, return on invested capital and shareholders value. AAC is ambitious and a client-oriented organisation, striving to provide the best integrated service package for the professional business. AAC is a...

  • Relationship Manager

    4 weeks ago


    Singapore CAREER STORY PTE. LTD. Full time

    Roles & ResponsibilitiesRelationship ManagerJob Summary:We are seeking a highly skilled and client-focused Relationship Manager to provide comprehensive wealth management services to affluent clients. This role involves developing and maintaining strong client relationships, offering personalized financial strategies, and ensuring the long-term growth and...

  • Relationship Manager

    3 weeks ago


    Singapore ICE DATA SERVICES SINGAPORE PTE. LTD. Full time

    Roles & ResponsibilitiesJob PurposeThe Relationship Manager (RM), is focused on ensuring that clients are getting value from IDS' proposition. It is important that the RM clearly understands the respective clients use case(s) and ensures that services are set up to meet their client's requirement(s). In order to effectively achieve this, the RM needs to...