Relationship Management Assistant
2 weeks ago
Who we're looking for at Schroders Wealth Management
We're looking for a Relationship Management Assistant (RMA) to join the Wealth division of the Schroders group. The ideal candidate would be someone who is passionate about delivering excellent client service and investment management for our clients.
What you'll do
Support Relationship Managers to manage clients' portfolios in line with their investment wishes, our rules and the regulations, whilst developing relationships of trust Be a point of contact for our clients, react to all enquires in a timely manner and maintain a record of responses Handle administrative duties promptly for our clients, such as cash transfer requests and monitoring overdrafts Set up accounts for new clients and arrange meetings with them Create cash-transfer requests, liaising with Relationship Managers and complying with regulations to make sure we meet clients' instructions Check clients' transaction statements, monitor outstanding deals and report any errors Help to ensure client accounts are compliant and in-keeping with current regulation and procedures You may be asked to contribute to business-wide client service and internal process committees. You will build a strong internal network and have a good understanding of the key client service issues affecting the business Work closely with our operations teams to make our clients' experience seamless Help with assessing portfolio suitability and performance and prepare investment proposals Carry out trades in client portfolios in line with instructions and investment recommendations Combine regular daily tasks with longer term projects with varying deadlines whilst responding to incoming enquiries Maintain and update your knowledge through continual professional development (CPD) Embody the core Schroders’ values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your workThe knowledge, experience and qualifications you need
2-3 years working experience in the wealth management sector Excellent IT skills, especially with the Microsoft Office suite A keen interest in helping our clients and their families An interest in global financial news and markets Excellent communication and interpersonal skills (written and spoken) and an ability to multi-taskWhat you'll be like
A really good communicator and able to be clear and to give reassurance You will be great at listening, possessing the ability to empathise with the clients’ perspective Self-motivated and enthusiastic Good at working in a team, and with other teams You’ll have real attention to detail Able to work under pressure and to tight deadlines Show a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomesWe recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.
-
Relationship Manager
3 days ago
Singapur, Singapore Wellington Management Full timeAbout the RoleThe Client Group in Singapore has an opening for a Relationship Analyst. The successful candidate will be an integral member of our Southeast Asia team and will be primarily responsible for supporting and strengthening our relationships with institutional clients.Commanding a thorough knowledge of our business, coupled with strong interpersonal...
-
Relationship Manager, Southeast Asia
3 months ago
Singapur, Singapore Wellington Management Full timeAbout 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...
-
Associate, Client Relationship Management
3 months ago
Singapur, Singapore Brookfield Asset Management Full timeJob 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...
-
Relationship Manager, Southeast Asia
3 days ago
Singapur, Singapore Wellington Management Full timeAbout the RoleWe are seeking a seasoned professional to join our Client Group team in Asia, with a focus on supporting the relationship management and client service needs of our institutional clients in Southeast Asia. This individual will work closely with our Business Development Manager to drive client engagement and retention efforts, while maintaining...
-
Relationship Analyst, Institutional, Southeast Asia
3 months ago
Singapur, Singapore Wellington Management Full timeAbout the Role Role The Client Group in Singapore has an opening for a Relationship Analyst (“RA”). The successful candidate will be an integral member of our Southeast Asia team and will be primarily responsible for supporting and strengthening our relationships with institutional clients. Commanding a thorough knowledge of our business,...
-
Senior Associate, Client Relationship Management
3 months ago
Singapur, Singapore Brookfield Asset Management Full timeJob Description About the role This role is a Senior Associate level opportunity in the Private Funds Group at Brookfield Asset Management with the focus being to support the senior client relationship managers (“CRMs”) in their goal to raise capital for the Brookfield Private Funds, with a specific focus on institutional investors in Asia Pacific,...
-
Assistant Relationship Manager
2 months ago
Singapur, Singapore SG10 - BJB Bank Julius Baer & Co. Ltd., Singapore Branch Full timeAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant Relationship Manager (ARM) is a key member of the team within Private Banking. He/she supports the...
-
Treasury Relationship Manager
3 days ago
Singapur, Singapore RHB Singapore Full timeAbout the RoleWe are seeking a highly skilled and experienced Treasury Relationship Manager to join our team at RHB Singapore. As a key member of our team, you will be responsible for managing a network of financial institution relationships that are instrumental to revenue generation and expense controls.Key ResponsibilitiesRelationship...
-
Singapur, Singapore SMBC Group Full time**Job Summary** We are seeking a highly skilled and experienced Contract Assistant Relationship Manager to join our team at SMBC Group. As a key member of our team, you will be responsible for managing and completing Know Your Customer (KYC) processes in your portfolio with minimal extensions. **Key Responsibilities** 1. Manage and complete KYC processes in...
-
Senior Client Relationship Executive
3 days ago
Singapur, Singapore Linkgap Management Services Full timeExciting Career OpportunityWe are seeking a dedicated Premier Client Manager to engage with high-profile clients and entrepreneurs, delivering exceptional financial solutions tailored to their needs. This position offers a competitive compensation package, including a base salary of up to $4,000, a fixed monthly allowance of $300, performance-based...
-
Relationship Manager
3 days ago
Singapur, Singapore BDO Life Full timeAbout the Role:We are seeking a highly skilled and experienced Relationship Manager to join our team at BDO Life. As a key member of our Private Banking team, you will be responsible for building and maintaining strong relationships with our clients, identifying business opportunities, and providing tailored financial solutions to meet their needs.Key...
-
Client Relationship Manager
3 days ago
Singapur, Singapore StarHub Full timeJob Overview Key Responsibilities Act as the main liaison for all matters related to client accounts. Develop and sustain long-term partnerships while fostering trusted advisor relationships with key stakeholders and executives across the organization. Manage a substantial portfolio, ensuring revenue targets and account metrics are met. ...
-
Client Relationship Manager
3 days ago
Singapur, Singapore StarHub Full timeJob Overview Key Responsibilities Act as the main liaison for all matters related to client accounts. Develop and nurture long-lasting partnerships while establishing trusted advisor relationships with key executives and stakeholders across various organizational levels. Manage a substantial portfolio, overseeing revenue and account dynamics. ...
-
Relationship Manager
3 months ago
Singapur, Singapore BDO Life Full timeThe 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...
-
Client Relationship Manager
3 days ago
Singapur, Singapore U3 Full timeKey Responsibilities: Collaborate with U3's Enterprise and Education teams to deliver expert technical advice and solution strategies to clients and channel partners. Focus on nurturing and developing relationships with key clients, U3 resellers, and strategic industry partners, requiring a high level of technical expertise and the ability to convey that...
-
Client Relationship Manager
3 days ago
Singapur, Singapore U3 Full timeKey Responsibilities: Collaborate with the Enterprise and Education division to deliver expert technical advice and strategic solutions to clients and channel partners. Cultivate and strengthen relationships with key clients, Apple resellers, and strategic industry collaborators, ensuring a high level of technical proficiency and the ability to...
-
Client Relationship Manager
3 days ago
Singapur, Singapore StarHub Full timeJob Overview Key Responsibilities Act as the main liaison for all matters related to client accounts. Develop and sustain long-term partnerships while fostering trusted advisor relationships with key executives and stakeholders across all organizational levels. Take ownership of a larger portfolio's revenue and account structure. Cultivate and...
-
Senior Relationship Manager
1 day ago
Singapur, Singapore United Overseas Bank Full time**Job Summary**United Overseas Bank Ltd is currently seeking a highly skilled First Vice President, Senior Relationship Manager to join their Group Corporate Banking division.This role involves managing relationships with Western Multinational Corporations (MNCs) in Singapore and across Asia Pacific in various industries, including:Financial...
-
Channel Relationship Manager
3 months ago
Singapur, Singapore DBS Bank Full timeChannel Relationship Manager -(WD53419) Position Title: Channel Relationship Manager – Liabilities Department: SME,IBG4,India Reports To: Regional Segment Head Job Purpose (In a brief, specific one or two-sentence statement, answer the questions: "Why does this position exist?" and "What is it expected to accomplish?") To acquire New-to-bank...
-
Relationship Manager
3 months ago
Singapur, Singapore Hao Hua Travel Pte Ltd Full timeAbout 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...
