Relationship Manager

7 months ago


Singapur, Singapore BDO Life Full time

The Responsibilities we will trust you with are:

Actively identify, develop and convert business opportunities from new and existing clients Demonstrate an in-depth understanding of clients’ business and source of wealth generation Ensure coverage of all relationships through client engagement, risk profiling and financial planning Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate Help clients achieve broad financial/investment goals related to the creation and management of wealth Develop tailored solutions that address clients’ investment, risk management, and financing/liquidity needs Plan and prioritize activities to maximize revenue growth and client satisfaction Ensure strong controls and effective operational and administrative tasks including compliance on regulatory requirements Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism

Your Qualifications and Your Experiences should be:

At least 3-5 years of extensive and proven experience in Private Banking covering the Philippine Market Strong partnership, customer relationship management, and sales skills Excellent understanding of financial markets and products Strong interpersonal skills, forward looking and self-driven Effective problem-solving and decision-making Strong initiative and resourcefulness Good in teamwork and collaboration Language competency in Filipino and Hokkien would be an advantage
  • Relationship Manager

    7 months ago


    Singapur, Singapore Hao Hua Travel Pte Ltd Full time

    About this role: Are you passionate about travel and sales? Join our team as a Relationship Manager and play a vital role in shaping unforgettable journeys for our clients. This role will report to the ‘Business Development Manager’ and should be one who is dedicated to providing unparalleled service excellence while maintaining and cultivating...


  • Singapur, Singapore InCorp Full time

    Job Description As a Compliance Relationship Manager, you are responsible for ensuring the portfolio of 200250 clients adhere to government regulations and ethical standards. Your responsibilities would include continually following up on your companies compliance requirements in a systematic and routine manner as part of the fiduciary duties as a...


  • Singapur, Singapore Funding Societies | Modalku Group Full time

    Funding Societies | Modalku is the largest SME digital financing platform in Southeast Asia. We are licensed in Singapore, Indonesia, Thailand, and registered in Malaysia. We are backed by Sequoia India and Softbank Ventures Asia Corp amongst many others and provides business financing to small and medium-sized enterprises (SMEs), which is crowdfunded by...


  • Singapur, Singapore Porsche Asia Pacific Full time

    The future has many facets: for the courageous, it is opportunity.  The world is becoming increasingly digital, connected, but also more uncertain and volatile. Yet, the iconic German sports car brand Porsche sees this complex future as opportunity. “In the beginning I looked around and could not find quite the car I dreamed of. So I decided to build it...


  • Singapur, Singapore Flintex Consulting Pte Ltd Full time

    Job DescriptionWorking hours: Mon to Fri, 9:30am to 6:30pm We are a family office for a local ship bunker in Singapore. We also have an investment arm that allows High Nett Worth individuals and institutions to investment into our Real Estate, Shipping and Private credit funds.Role DescriptionThis is a full-time on-site role for an Investment Client...


  • Singapur, Singapore Marken Full time

    Description Title: Customer Relationship Manager Job Purpose: To provide a consistently high level of service to a customer through the provision of a dedicated central point of contact for Service Management and problem resolution. Main Duties and Responsibilities: Develop excellent working relationships and communicate courteously with...


  • Singapur, Singapore Flintex Consulting Pte Ltd Full time

    Working hours: Mon to Fri, 9:30am to 6:30pm We are a family office for a local ship bunker in Singapore. We also have an investment arm that allows High Nett Worth individuals and institutions to investment into our Real Estate, Shipping and Private credit funds.Role DescriptionThis is a full-time on-site role for an Investment Client Relationship located in...

  • Investment Consultant

    7 months ago


    Singapur, Singapore Phillip Securities Full time

    Investment Consultant / Relationship Manager Phillip Investor Centre is a one-stop financial hub. We offer holistic financial solutions, which includes global stocks trading as well as wealth management advisory service. We are strategically located in neighbourhoods around Singapore to provide convenience to clients. We are looking for positive,...


  • Singapur, Singapore Porsche Singapore Pte. Ltd. Full time

    TasksTasks Porsche Singapore is seeking an experienced Manager Customer Relationship Management (CRM) to lead the CRM and the in-house Customer Interaction Centre. This role is responsible for governing the customer experience journey through strategic planning, market research, and data-driven insights. The successful candidate will drive customer...


  • Singapur, Singapore OCBC Bank Full time

    Premier Relationship Manager - Nationwide-(2400010U) Description CONSUMER FINANCIAL SERVICES (CFS) The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through our...


  • Singapur, Singapore Brookfield Asset Management Full time

    Job Description About the role This role is an Associate level opportunity in the Global Client Group at Brookfield Asset Management with the focus being to support the senior client relationship managers (“CRMs”) in their goal to build new relationships for the Brookfield Private Funds, with a specific focus on institutional investors in Greater...


  • Singapur, Singapore Wellington Management Full time

    About the Role Role We are seeking a Relationship Manager to support the relationship management and client service needs of the Client Group team across Asia ex-Japan, with particular focus on our institutional clients in Southeast Asia. This individual will work closely with the Business Development Manager on shared accounts and lead engagements...


  • Singapur, Singapore MongoDB Full time

    MongoDB’s mission is to empower innovators to create, transform, and disrupt industries by unleashing the power of software and data. We enable organizations of all sizes to easily build, scale, and run modern applications by helping them modernize legacy workloads, embrace innovation, and unleash AI. Our industry-leading developer data platform, MongoDB...


  • Singapur, Singapore SG012 Mercer Health & Benefits (Singapore) Pte Ltd Full time

    Description: Welcome to Brighter! Ready to be part of a company that is not only leading the market, but transforming in the most exciting way? In Singapore, we are a team of experts who believe in building brighter futures for our clients and community by redefining the world of work, reshaping retirement and investment outcomes, and unlocking...


  • Singapur, Singapore Porsche Asia Pacific Full time

    The future has many facets: for the courageous, it is opportunity. The world is becoming increasingly digital, connected, but also more uncertain and volatile. Yet, the iconic German sports car brand Porsche sees this complex future as opportunity. “In the beginning I looked around and could not find quite the car I dreamed of. So I decided to build it...

  • Relationship Manager

    2 months ago


    Singapur, Singapore People Profilers Full time

    Location: Novena Working Hours: Mon- Fri 9am- 6pm Basic UP $5000 + HP Allowance + 2 times Bonuses Job Responsibilities Seek out potential clients and business prospects for secured lending (Property).Actively promote the company's range of financial products and offer guidance on loans to address customer financing requirements.Maintain steady growth and...


  • Singapur, Singapore CooperCompanies Full time

    Job Summary : The Senior Manager, IT Business Relationship Management (BRM) acts as a liaison and strategic partner between business team and IT. They are a trusted advisor responsible for fostering a strong, partnering relationship with business. They need to have significant knowledge in subject matters pertaining to both IT and the business. They work...


  • Singapur, Singapore Discover Full time

    Job Description : This is a key role responsible for setting up strategies in South Korea which will positively contribute to the overall Asia Pacific regional objectives by supporting business development activities including, but not limited to, management of existing Network-to-Network Alliance and Diners Club Franchise partners as well as actively...

  • Associate Director

    7 months ago


    Singapur, Singapore Moody's Full time

    At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are—with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways.  If you are excited about this...


  • Singapur, Singapore SG012 Mercer Health & Benefits (Singapore) Pte Ltd Full time

    Description: Welcome to Brighter! Ready to be part of a company that is not only leading the market, but transforming in the most exciting way? In Singapore, we are a team of experts who believe in building brighter futures for our clients and community by redefining the world of work, reshaping retirement and investment outcomes, and unlocking...