Relationship Manager
3 weeks ago
GENERAL DESCRIPTION The Relationship Manager is the primary point of contact between the clients and the Bank. He/she acts as an ambassador for the Bank externally and is a role model internally. He/she is responsible for the proactive management of a portfolio of High Net Worth/Ultra High Net Worth private clients. This includes the delivery of comprehensive wealth management solutions to meet the clients’ needs as well as dealing with routine enquiries and transactions KEY FEATURES OF THE POSITION Client Management (internal & external) Responding to all client needs in a timely and professional manner Providing appropriate investment advice in line with the Bank’s policy and asset allocation Active monitoring of client investment portfolios and collateral situations Ensuring consistently high levels of client satisfaction by matching the frequency and intensity of contact to the clients’ preference Working in a team (including the appropriate use of specialists) to develop and deliver comprehensive wealth management solutions for clients Acquisition of new client relationships through own network and deepening existing client relationships (attracting additional clients/assets; increasing share of wallet) Responsible for providing feedback from clients concerning products and services to the relevant individuals/ departments within the Bank to ensure continuous improvement and adaptation in line with market trends Comply with the Bank’s internal policies and practices; as well as all relevant industry rules and regulations Business Management Develop and implement new marketing strategies in conjunction with the Group/ Team Heads Embracing new processes and product initiatives Participate in ad-hoc projects as required by the Group/ Team Heads Fostering discipline and good work practices (including meeting deadlines and regulatory requirements, and fulfilling documentation requirements) Compliance with all Julius Baer and industry private banking rules and regulations Regulatory Responsibilities &/OR Risk Management Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations SKILLS REQUIREMENTS OF THE POSITION Personal and Social Good interpersonal skills Approachable, professional and responsive Ability to relate to clients and colleagues from diverse backgrounds A strong team player Persistent and persuasive Passionate about client service Possesses good judgment and ability to work under pressure Professional and Technical Relevant educational and professional background Proven track record in servicing a book of clients and in acquisition of new relationships Sound affinity with the geographic market(s) to be covered Linguistic proficiency & cultural awareness Familiar with the legal & regulatory environment Excellent knowledge of global financial markets and current affairs Ability to match client needs with appropriate product solutions Sound commercial judgment, represents the Bank’s and the shareholders’ interests at all times CACS Papers 1 and 2 Preferably with CMFAS Modules 1B, 5, 6A, 8A certification Working knowledge of T24, Olympics and TEMOS Working knowledge of Microsoft Office applications (e.g. Word, Excel, Powerpoint, etc) Regulatory (where applicable) MAS Registered/Appointed Representative #J-18808-Ljbffr
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Relationship Manager
3 weeks ago
Singapur, 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...
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Relationship Manager
3 weeks ago
Singapur, Singapore PC FINANCIAL (SG) PTE. LTD. Full timeWe are looking for a Relationship Manager to join our growing organization. The Relationship Manager is expected to actively expand HNW business through various sources. He/She will be actively bonding with clients in identifying their financial needs and providing suitable wealth solutions, while complying to full compliance as set by regulatory bodies....
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Relationship Manager
3 weeks ago
Singapur, Singapore LEI SHING HONG CREDIT (SINGAPORE) PTE LTD Full timeResponsibilities To acquire, grow and develop relationships with SME customers To proactively manage, supervise and monitor the SME accounts under your care To understand customers' requirements and recommend suitable solution to meet customers' needs To deliver sound credit underwriting recommendation in line with the company credit policies To lead a team...
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Relationship Manager
2 weeks ago
Singapur, Singapore dtcpay Full timedtcpay, a licensed digital payment institution headquartered in Singapore, is seeking a driven, detail-oriented, and relationship-focused professional to join our Sales team. As a Relationship Manager , you will play a key role in supporting and nurturing dtcpay’s growing client base — particularly HNW/UHNW clients and key partners — through...
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Relationship Manager
2 weeks ago
Singapur, Singapore TECK WEI CREDIT PTE. LTD. Full timeJob Purpose: The Relationship Manager is responsible for acquiring, developing, and managing strong long-term relationships with clients. This role focuses on understanding client needs, offering tailored financial and insurance solutions, and ensuring high client satisfaction to drive business growth. Client Acquisition & Relationship Management Identify...
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Relationship Manager
3 weeks ago
Singapur, Singapore DAIOHS SINGAPORE PTE. LTD. Full timeAbout the Role We are looking for a client-focused Relationship Manager to take care of our existing corporate clients. You will conduct regular visits, ensure service quality, gather feedback, and build long-term partnerships. Beyond service care, you will also introduce clients to our wider range of solutions and generate leads for our sales team. What...
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Relationship Manager
3 weeks ago
Singapur, Singapore GaiGai Pte Ltd Full timeAbout Us Founded in 2015, GaiGai is one of Singapore’s largest and fastest-growing offline dating agencies, under the Paktor Group. Each year, we connect thousands of singles through a unique blend of modern technology, personalised matchmaking, and curated social events. With an extensive database of quality clientele and dedicated Relationship Managers,...
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Relationship Manager
2 weeks ago
Singapur, Singapore SMART TOWKAY VENTURES PTE. LTD. Full timeRelationship Manager (SME Financing) Company: Smart Towkay Ventures Pte LtdLocation: SingaporeEmployment Type: Full-TimeExperience Level: Entry to Mid-LevelIndustry: Financial Services / Fintech / SME Lending About Us Smart Towkay Ventures is one of Singapore’s leading SME financing consultancies, helping local businesses access the right funding solutions...
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Relationship Manager
2 weeks ago
Singapur, Singapore NETS Full timeThe NETS Group is a leading payments services group, enabling digital payments for merchants, consumers and banks across the entire payments value chain. The Group operates Singapore’s national debit scheme enabling customers of DBS Bank/POSB, HSBC, Maybank, OCBC Bank, Standard Chartered Bank and UOB to make payments using their ATM cards or mobile devices...
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Relationship Manager
2 weeks ago
Singapur, Singapore Network For Electronic Transfers (S) Full timePosition Summary We are seeking a motivated and goal-oriented relationship manager to join our team to build and maintain strong, positive relationships with strategic merchants to drive business growth. This position offers an opportunity to gain hands-on experience in strategic business planning, customer engagement, and campaign management within the...
