Relationship Manager
14 hours ago
1. Provide private banking / professional wealth management and investment services to Greater China HNW individual clients (insurance, bonds, funds, equities etc.) based on their investment needs and objectives;
2. Enhance existing clients' portfolios through offering suitable wealth management solutions within our diversified range of products in International private banking platform such as UBS、Credit Suisse 、Julius baer or BOS etc;
3. Build up and maintain business relationships with the portfolio of private banking / wealth management customers;
4. Formulate and execute sales and marketing strategies for the wealth management and other products of the Group to achieve the sales targets;
5. Perform investment portfolio analysis and provide re-allocation recommendation;
6. Work closely with Product Specialist / Investment Consultant Team to ensure the viability of investment portfolios for the achievement of investment objectives of customers;
7. Formulate clients acquisition tactics through workable sales strategy and execution of marketing event/sales activities to generate business;
8. Comply with full compliance with internal guidelines and external regulatory bodies.
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Business Development 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...
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Admin & Office Manager
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...
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HR Executive
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 motivations,...
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Relationship Manager
14 hours 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
1 week 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,...
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Relationship Manager
1 week ago
Singapore Summit Planners Full timeBy 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...
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Relationship Manager
2 weeks ago
Singapore FPT ASIA PACIFIC PTE. LTD. Full timeOverviewWe are seeking a dynamic and client-focused Relationship Manager to join our team. The Relationship Manager will be responsible for building and maintaining strong relationships with key clients, understanding their needs, and delivering tailored solutions that drive long-term business value. This role requires a mix of consultative engagement,...
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Relationship Manager
3 days ago
Singapore ETHOZ Group Full time2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. ETHOZ Group, established in 1981 as a car rental company in Singapore, has expanded to become a market-leading organization with multiple business units and a growing presence in China. In addition to vehicle rental and leasing, the group provides...
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Relationship Manager
4 days ago
Singapore Bank of China Limited, Singapore Branch Full timeMain 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...
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Relationship Manager
2 weeks ago
Singapore Viventis Search Asia Full time3 days ago Be among the first 25 applicants Direct message the job poster from Viventis Search Asia Build a better future, Build a better career | Career Consultant II at Viventis Search Asia | Early Careers | Executive Search| Employer Branding Position: Relationship Manager – Wealth Management Employment Type: Full-Time About the Organization A leading...