Client Relationship Manager
2 weeks ago
Years of Working Experience: 1-3 yearsJob DescriptionI. Job ObjectivesCentering on the client, maintain and expand the full lifecycle value of high-net-worth clients, institutional clients, or SME clients.Provide high-quality products and solutions within a compliant framework to achieve individual and team sales and revenue targets.II. Core ResponsibilitiesClient Development and Relationship MaintenanceIdentify potential high-value clients, conduct preliminary due diligence, needs analysis, and communicate financial solutions.Regularly review business with clients, updating investment goals, risk tolerance, and asset allocation.Maintain existing client relationships, improve client satisfaction and retention rates, and drive renewals and follow-on investments.
Investment Solutions and Product Sales: Design and implement portfolio investment solutions (including traditional and digital asset-related products, if applicable) based on client needs.Work in harmony with the research, compliance, and operations teams to ensure the feasibility and compliance of the solutions.Conduct investment education and risk disclosure to ensure clients are fully informed.Business Growth and Channel Management: Develop and execute regional sales plans, market expansion strategies, channel partnerships, and cross-selling opportunities.Tracking the sales funnel, forecasting sales performance, and maintaining well-managed profit and loss.Compliance and Risk ControlAdhere to MAS guidelines, KYC/AML, PDPA, and internal compliance requirements.Accurately complete and archive customer due diligence and compliance audit records, and promptly report any unusual activities.Data and ReportingUse the company's CRM system to record customer interactions, needs, transactions, and completion status, and regularly generate sales and customer analysis reports.
-
Client Relationship Manager
6 days ago
Singapore MHC Medical Network Pte Ltd Full timeAs a key member of the Client Relationship team, you will be responsible for managing a portfolio of corporate clients, maintaining high retention rates, and ensuring service excellence. This role also involves relationship-building to support new business opportunities and requires strong communication, coordination, and problem‐solving skills to manage...
-
Client Relationship Manager
4 hours ago
Singapore JWEN MARKETING PTE. LTD. Full timeJob Title: Client Relationship Manager Location: Central Job Scope: Client Services / Wealth Management Type: Full-time Position Overview: We are looking for a skilled and service-oriented Client Relationship Manager to join our team. In this role, you will be responsible for building, maintaining, and strengthening long-term relationships with clients,...
-
Client Relationship Manager
2 weeks ago
Singapore FYYA Full timeWe’re searching for a **Client Relationship Manager** to be the bridge between clients and our solutions. **Responsibilities** - Build and maintain long-term relationships with clients - Act as the main point of contact for inquiries, support and feedback - Understand client needs and recommend solutions that add value - Track account performance and...
-
Client Relationship Manager
2 days ago
Singapore Apex Group Full time**Department**: Client Relationship Team - ENEA **Employment Type**: Permanent Contract We are looking for Client Relationship Managers to create, nurture and develop long-term relationships with our clients throughout their entire life cycle. Each Client Relationship Managers will be responsible for a portfolio of APAC clients or a portfolio of APAC...
-
Client Relationship Manager
2 weeks ago
Singapore Executive Integrity Full timeLocation: Singapore - Sector: Digital Maritime - Job type: Permanent - Salary: Attractive Package - Job Reference: BBBH1197_1706614767 **Job Title**: Head of Relationship Management **Location**: Singapore **Who are we recruiting for?** We are currently seeking a dynamic and qualified Head of Relationship Management for our esteemed client in the Maritime...
-
Client Relationship
6 days ago
Singapore AURUM GRAVIS PTE. LTD. Full timeThis is a full-time on-site role for a Client Relationship located in Singapore. The Client Relationship will be responsible for managing and servicing a portfolio of the company clients, as well as identifying new business opportunities to grow the client base. The Client Relationship will also work closely with other teams to develop investment solutions...
-
Client Relationship Manager
1 week ago
Singapore Cognizant Full timeCognizant is looking for a seasoned sales & account management individual as our Client Relationship Manager (CRM) to manage, retain and develop the accounts / portfolio in Singapore market while continuing to focus on growth. **Summary of Role** As a Client Relationship Manager, you will be key contributors to growing business and managing customers of...
-
Client Relationship Manager
6 days ago
Singapore CAREER CRAFT PTE. LTD. Full timeOverview Our clients are seeking to hire 2 Senior Client Relationship Managers who thrive on building trust, financial insight, and service excellence. If you're passionate about guiding clients through life's financial decisions—with empathy and precision—this role is for you. Key Responsibilities Manage a portfolio of high-value clients across...
-
Client Relationship Manager
2 weeks ago
Singapore FERGUS CONSULTANCY GROUP PRIVATE LIMITED Full timeDiploma and above - Any University Degree Job Scope - Client Acquisition - Client Onboarding - Manage existing clientele base - Maintaining and strengthening client relationship What we can offer: - High Commissions and Bonus structure - Unlimited earning potential - Fast Track career progression - Friendly Work Environment
-
Client Relationship Manager
6 days ago
Singapore INCOME INSURANCE LIMITED Full timeNothing beats the satisfaction of making a meaningful difference to someone else’s life. This is an opportunity for you to turn this into a career with us in Income. As a Client Relationship Manager, you are key to our multi-channel distribution strategy and you will be required to provide high value consultative financial advisory and total insurance...