Job Title: Senior Relationship Manager
Location: Singapore (Open for relocation candidates)
Perm/Contract/ Full-time/Part-time: Permanent
On-site/Hybrid/Remote: On-site
Who We Are
Robert Walters is the world’s most trusted talent solutions business. Across the globe, we deliver recruitment, outsourcing, and talent advisory services for businesses of all sizes, opening doors for people with diverse skills, ambitions, and backgrounds.
Our Outsourcing service delivers recruitment for some of the world’s top employers, and we are currently recruiting on behalf of one our client which is a leading international banking group, with a presence in 54 of the world’s most dynamic markets. Our purpose is to drive commerce and prosperity through our unique diversity, and our heritage and values are expressed in our brand promise, here for good.
The Role
Our client is seeking a Senior Relationship Manager in the Banking division.
This role offers an exciting opportunity to join a global team, providing top-tier service to existing and prospective clients while expanding the business on a product and global level.
Job Description:
Job Purpose:
- Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment.
Implementation and oversight of the below individual responsibilities:
- To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
- To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
- In consultation with the PB team manager/ branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals
- To participate in marketing and promotional activities for customer acquisition.
- To source and call on individual prospects.
- To provide quality, efficient after-sales services.
- To manage anti-attrition and retention of clients.
- To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
- To solicit referrals from other parts of our client's eg. RMs from C&I, staff, etc.
- To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
- To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.
Key Measurables
- Agreed individual sales target.
- Agreed service standards to customers.
- Operation control and sales compliance.
Strategy
- Awareness and understanding of the Group’s business strategy and sales model appropriate to the RM role.
Business
- Awareness and understanding of the wider business, economic and market environment in which the Group operates.
Processes
- Responsible for executing sales targets.
People & Talent
- Set appropriate tone and expectations from their team and work in collaboration with clients and internal stakeholders such as our client's China RMs, 3rd party referral channels and Operations Team.
Risk Management
- The ability to stay compliance to the regulated role govern by MAS.
Governance
- Awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role.
Regulatory & Business Conduct
- Display exemplary conduct and live by the Group’s Values and Code of Conduct.
- Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across our client's. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
- Lead the Singapore CPBB International Banking Team to achieve the outcomes set out in the Bank’s Conduct Principles. Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Key Stakeholders
- Treasury, Investment and Insurance Specialists, our client's China RMs.
Other Responsibilities
- Embed Here for good and Group’s brand and values in Singapore CPBB International Banking Team; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats).
Our Ideal Candidate
- Understands the core concepts, principles, processes or procedures of Wealth Management and Banking.
- CMFAS Exams.
- Experience in managing China/Hong Kong/Taiwan Market.
- Good understanding and command of Mandarin as the incumbent will be supporting Chinese market.
- 2-7 years of experience in Banking.
- Finance related fields studies relating to financial planning, portfolio reviews, asset allocations.
Role Specific Technical Competencies
- Agreed individual sales target.
- Agreed service standards to customers.
- Operation control and sales compliance.
This position is being recruited on behalf of our client through our Outsourcing service line. Resource Solutions Limited, trading as Robert Walters, acts as an employment business and agency, partnering with top organisations to help them find the best talent. We welcome applications from all candidates and are committed to providing equal opportunities.
Client promotes collaboration and aims to provide a supportive and inclusive environment where all individuals can maximize their full potential.
This advert is posted and reviewed by Resource Solutions India Private Limited, trading as Robert Walters.
As we are continuously hiring for all our clients in the region, we will retain your CV in our database for any other positions that may fit your profile. Therefore, please let us know if you are not agreeable to that.
