Service Relationship Manager
5 days ago
After 6 months in the role, SRM can request to be tagged to CGRM for job rotation. Opportunities will be provided to have a in depth understanding of what is required - joint sales appointments, sales training, huddles etc. Staff will be interviewed and assessed by BM for suitability. Once selected, conversion to RM will kick start by joining training team and taking papers. Part of the selection criteria will include the ability to pro-actively engage clients in various CG activities - Net New Money, Qualified Client Growth and Member Get Member **Responsibilities**: Deliver wealth management services to Citibank clients with guidance from the Banker teams. Manage and execute client transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards as well as timely. Take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution. Coordinate account maintenance for all products and reporting on WINS including address changes, telephone number updates, account status changes, rates and fee waivers. Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction. Proactively arrange and participate in client visits and perform service quality check-in calls to clients. Obtain banker/client appointments to build upon existing or establish new relationships. Identify and document new business opportunities for referral to banker or product specialist. **Qualifications**: Previous relevent experience preferred Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients Ability to problem solve and analyze data with demonstration of attention to detail -Strong verbal and written communication skills Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products US: Licenses: Series 7/63 or 7/66 or willing to acquire within 120 days **Education**: High School diploma or equivalent -------------------------------------------- - **Job Family Group**: Private Client Coverage -------------------------------------------- - **Job Family**: Client Services ------------------------------------------------- - **Time Type**: ------------------------------------------------- - Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. View the " EEO is the Law " poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting
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Salesperson
1 week ago
Singapore Marketing Manager Full timeResponsibilities This is a full‐time, on‐site Salesperson role located in Singapore. The Salesperson will be responsible for identifying new business opportunities, building and maintaining client relationships, conducting product presentations, and achieving sales targets. You will collaborate with team members to develop sales strategies and...
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Relationship Service Manager, IB
1 week ago
Singapore Standard Chartered Full timeRESPONSIBILITIES Strategy Build and expand client relationship through delivery of high-quality service Support Relationship Managers in acquiring, retaining and deepening banking relationship with clients Provide internal relief support Assist on control environment in International Banking Business Sales Support Refer clients with banking needs to...
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Relationship Manager
2 weeks ago
Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time**Location**:Singapore **Company**:Summit Planners Crusaders Pte Ltd **Employment Type**:Full-Time, Hybrid **About Us**: At **Summit Planners Crusaders Pte Ltd**, we are a trusted **One-Stop Integrated Financial Services Provider**offering innovative and tailored financial solutions to individuals and businesses. From wealth management and estate planning...
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Relationship Manager
1 week 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...
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Relationship Manager
2 days ago
Singapore IIX Global Full timeThe Relationship Manager is responsible for managing and developing relationships with clients under Innovative Finance Team. The role involves identifying and understanding the financial needs of clients and providing them with appropriate financial solutions. The Relationship Manager is also responsible for achieving sales targets and ensuring customer...
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Relationship Manager
5 days ago
Singapore FOUNDSWORTH PTE. LTD. Full timeResponsibilities for Relationship Manager - Farmer Role: - Create and enforce plans that will help meet the needs of customers - Build long-term relationships with clients and customers - Work quickly to address and resolve customer issues - Notify the sales team of new sales and cross-selling opportunities - Become familiar with the competition to stay...
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Relationship Manager
2 weeks ago
Singapore ZORB PRIVATE LIMITED Full timeRelationship 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...
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Relationship Manager
7 days ago
Singapore BN Business Consultancy Pte Ltd Full timeJob Highlights * Cohesive work environment * Supportive culture encouraging growth and development * Personalized training and coaching Experienced Investment Specialists/Relationship managers/Insurance specialists/Private Bankers wanted Individuals with less than 1 year experience will be considered for the role of a Junior Relationship Manager and...
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Relationship Manager
10 hours ago
Singapore SEARCH INDEX PTE. LTD. Full time**Relationship Manager Exp**: - **Accounting / Audit Firm Exp Advantageous** **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...
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Relationship Manager
5 days ago
Singapore OREGANO TRADING PRIVATE LIMITED Full timeWe 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....
