Relationship Manager
4 days 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
4 weeks ago
Singapur, Singapore Saxo Bank Full timeJoin to apply for the Relationship Manager role at Saxo Bank 1 week ago Be among the first 25 applicants Join to apply for the Relationship Manager role at Saxo Bank Get AI-powered advice on this job and more exclusive features. Are you someone who enjoys interacting with clients on market development and trading ideas? We have an exciting opportunity...
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Relationship Manager
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Singapur, Singapore Longbridge Singapore Full timeOffer diverse financial solutions (private funds, bonds, structured products, public fund portfolios, etc.) Competitive commission incentives Flexible client acquisition: cross-border coverage, digital platforms, and joint advisory support Responsibilities Develop and manage HNWI(High Net Worth Individual) relationships in Hong Kong, Singapore, and...
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Relationship Manager
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Singapur, Singapore Unlimit Full timeJoin to apply for the Relationship Manager role at Unlimit 1 day ago Be among the first 25 applicants Join to apply for the Relationship Manager role at Unlimit About UnlimitUnlimit is the global fintech powerhouse behind the world’s largest proprietary payments infrastructure. About UnlimitUnlimit is the global fintech powerhouse behind the world’s...
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Relationship Manager
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Relationship Manager
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Relationship Manager
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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
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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
4 weeks ago
Singapur, Singapore DL Partners Full time6 days ago Be among the first 25 applicants “I could be doing this for myself and earning more, with more freedom.” You’re not alone — and that’s where we come in. Ready to Take Control of Your Career and Redefine Success? Step into a high-performance financial advisory career where your ambition is the limit. With flexible hours, uncapped...
