Total 26 job vacancies in Singapore

• Develop and strengthen client relationships with the Bank in accordance with relevant business goals.
• Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
• Up-sell and provide regular market colours and trend analysis to these customers.
• Contribute to the bottom-line of Private Banking through the accomplishment of profit and growth targets.
• Ensure superior customer service and contribute to the overall customer experience of the Bank.
• Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service evel agreements.
• Identify changes in regional market practice and regulatory requirements to develop and improve systems, frameworks and tools
• NOT NECESSARY TO ONBOARD NEW AUM

Requirements

• University graduate with minimum 3 - 5 years of relationship manager experience.
• Sound understanding of economics, best market practices and investment products in the wealth management business.
• CACS certification requirements
• Good team player with strong interpersonal and communication skills to work well with all levels of counterparts.
• Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and meet project deadlines.

Interested candidates please email resume in MS Word format to recruit@waterstone.com.sg

Please state your last drawn and expected package, relevant skill sets and the position you are applying for.

Resumes collected will be kept in strict confidence and used for recruitment purposes only.

Relationship Manager (Senior Private Banker | CACS Certified) | CSBDU02

This is a perm role for one of our private banking client

Work Location: CBD Area

Job Scope

• Relationship Managers are high-level professionals who manage an affluent customer’s wealth holistically.
• Directly responsible for interfacing and engaging with clients on a day-to-day basis with the objective to grow and protect the clients’ wealth for the enjoyment of their successors and their heirs with consultative process
• Relationship Managers gather information about the client’s needs & wants, then tailor a personalized strategy that uses a range of financial products and services.
• Customize investment strategies to address each client’s unique circumstances as well as specific preferences for income, liquidity, and risk.
• Where appropriate, they pursue cross-border investment opportunities to enhance returns and provide additional diversification.
• Relationship Manager (RM) is expected to achieve the annual business targets on business development, relationship management and customer profile balances based on more complex investment requirements while ensuring accurate and timely completion of the entire sales and compliance process.

Job Description

The Relationship Manager is primarily responsible for achieving business targets through the following:

1. Acquisition of new high net worth customers
2. Generation of additional volume from existing customers across sales channels
3. Development and engagement of strong relationships with assigned customers
4. Delivery of excellent customer service through investment products and service offerings
5. Trust Advisory Referrals

A. Business Development

1. Achieves business targets on acquiring, on-boarding and deepening of Mass affluent customers.
1.1. Identifies and promotes a robust pipeline of prospective customers.
1.2. Sets appointments proactively and meets with customers to establish their needs & requirements.
1.3. Pursues marketing and solicitation of investible funds from existing and new accounts.
1.4. Develops proposals in accordance with the requirements of each account, in line with the client’s objective
and needs relative to yield safety, liquidity and diversification.
1.5. Submits proposals and ensures follow-ups in a timely manner including preparation of call reports to apprise
management of the account status.
1.6 Conducts client presentations.
1,7 Networks with customers in order to create new business contacts.

2. Liaises proactively with branch partners for referrals and cross-sell opportunities.
3. Develops and deepens relationships with assigned customers.
4. Engages support of specialists to provide technical advice to customers when necessary.
5. Analyzes trends in the market as well as customer profiles to identify potential opportunities for the
organization.

B. Client Relationship Management

1. Monitors customers’ accounts and portfolios providing proactive, timely, relevant market updates and advice
through regular calls and meetings, thus building long-term relationships.
2. Seeks to establish and understand customers’ real needs and expectations.
3. Executes sales and investment strategies/activities effectively.
4. Maximizes each client or branch interaction by building on customer cues to gain commitment to products,
services, and solutions.
5. Builds and develops relationships with customers –e.g., accompanying them at social/lifestyle events.
6. Reviews accounts regularly to ensure the growth of the aggregate fund level.

With Professional Certification and Licenses

• CACS certified CACS I and II

Interested applicants, please click "APPLY NOW"

We regret to inform you that only shortlisted candidates will be notified.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Joselito Peciller | EA Reg No: R25126580

Adecco is partnering with leading Local & International banks that has a strong footprint across Asia. This role presents an opportunity to be part of the bank’s growth while working with a well-established and reputable organization.

The candidate will be responsible for managing, acquisition and growing a portfolio of Retail Banking clients by providing tailored financial solutions, building strong customer relationships, identifying sales opportunities across banking products and delivering excellent customer service.

• To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
• Build and strengthen customer relationships by regularly sharing market updates, insights, and analyses of local and international financial products.
• Identify, engage, and follow up with individual prospects to generate new business opportunities.
• To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.

Requirements

• 1-3 years of experience in Retail Banking or Insurance Industry
• CMFAS certifications
• Excellent interpersonal, communication and problem-solving skills

Vernon Quek

EA License No: 91C2918

Personnel Registration Number: R23111972

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s Private Bank. If you are highly driven, have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues, businesses and functions to provide you with the opportunity to take your career to the next level.

Job Summary:

As an International Private Bank, UHNW Banker Associate in J.P. Morgan’s Private Bank, you are responsible for providing support to a Senior Banker for SEA with a focus in Indonesia market in all facets of managing their books of business. You will play a key role assisting a Senior Banker in new client acquisitions and retention through a broad knowledge of investments, banking, trust services and financial planning. Your primary goal is to enhance client experience and assist our Senior Banker in delivering exceptional wealth management solutions to clients.

Job Responsibilities:

1. Provide leverage to Senior Banker for SEA with a focus in Indonesia market on daily client priorities including maintaining client relationships, answering clients’ enquiries, day-to-day account operations.

2. Support Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, communicating with clients and executing on client needs.

3. Support Senior Banker on client hierarchy and pipeline management.

4. Assist Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities

5. Work in close partnership with Investor in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities alongside with Senior Bankers.

6. Update clients regularly on markets, portfolio performance, investments opportunities, risks.

7. Assist senior bankers in preparing presentations and proposals, and send out various promotion items to clients on request.

8. Keep track of Clients, AUMs and Revenues using our internal systems; periodic calculation of account performance.

9. Work together with other teams in meeting all compliance, operational, and due diligence requirements.

Required Qualifications, Skills And Capabilities:

1. Bachelor’s degree in any discipline.

2. Minimum 4 years of experience in Private Banking, with proven track record in managing UHNW clients.

3. Strong knowledge of Wealth Management business in SEA market, well versed across all asset classes, and deep understanding on Compliance, Risk and Regulatory frameworks.

4. Experience in managing relationships with both clients and internal partners across multiple countries and regions to drive our sales agenda.

5. Dynamic team player who is self-motivated and possesses strong communication and interpersonal skills, showcasing the ability to proactively engage multiple stakeholders at all levels of seniority to drive our sales agenda and operate with strong sense of urgency.

6. Candidates must have a willingness to travel.

Preferred Qualifications, Skills And Capabilities:

1. Appropriate local regulatory qualification and licenses preferred.

2. If you do not possess an existing Representatives Notification Framework (RNF) Register in Singapore, you will be required to sit for Client Advisor Competency Standards (CACS) Paper 1 & 2. This is in order to be registered as a Representative with Monetary Authority of Singapore (MAS) for the private banking industry.

3. Proficiency in Bahasa Indonesia is preferred as there will be frequent interactions with clients and stakeholders from Indonesia.

To apply for this position, please use the following URL:

https://ars2.equest.com/?response_id=60176083547cb8a769c87ac951b277bd

Job Description:

• Proactively understand and meet mass-market customer financial needs.
• Sell a wide range of products (insurance, unit trusts, deposits) and meet individual targets.
• Provide timely advice and recommend suitable banking/investment solutions.
• Develop and deepen relationships with existing and new clients.
• Ensure diligence, integrity, and meticulous documentation for all sales and advisory processes, adhering to bank policies and regulations.
• Utilize branch networks, tele-consulting, and referrals to find new prospects. 

Requirements:

• Self motivated and driven
• Looking to progress a career in banking and finance
• Minimum Diploma
• Singaporean and PR only

Kindly apply online or send your application to felicialim@talentedge.com.sg

EA: 15C7572

ID: R23115267

Our client is an international bank and they have a few job openings for the Mortgage Banker position

Responsibilities

• Proactively acquire and activate mortgage loan business. Sales emphasis is on individual residential and commercial loans.
• Establish and maintain relationships with external stakeholders (property agents, brokers) to increase referrals.
• Handle leads from marketing campaigns, inbound inquiries, and branch referrals, engaging both affluent and mass market clients.
• Implement the full mortgage loan application process, responsible for cases up to the customer's acceptance of the offer.
• Offer a wider range of products, including bancassurance and priority banking propositions.
• Keep informed on market trends and competitor offerings, conducting regular updates for target customer groups.
• Ability to work off-office hours and weekends for activities like show flats, campaigns, and networking events.
• Display exemplary conduct and ensure strict compliance with all applicable regulations and the Group's Code of Conduct

Requirements

• Diploma or Degree in a related discipline
• 2+ years in Banking Sales, preferably with prior experience in Retail Mortgage.
• Strong knowledge of the Singapore Real Estate Market and Mortgage Regulations & Frameworks.
• Good interpersonal skills, stakeholder experience, conversant with and able to work with external partners, and ability to work independently

Applicants who are keen to apply for this position can send your latest resume to alfred.lai@paradigmrecruitment.com.sg

Alfred Lai
EA Reg No: R1545971
EA License No: 21C0434

• Develop and strengthen client relationships with the Bank in accordance with relevant business goals.
• Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
• Up-sell and provide regular market colours and trend analysis to these customers.
• Contribute to the bottom-line of Private Banking through the accomplishment of profit and growth targets.
• Ensure superior customer service and contribute to the overall customer experience of the Bank.
• Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.
• Identify changes in regional market practice and regulatory requirements to develop and improve systems, frameworks and tools
• NOT NECESSARY TO ONBOARD AUM

Requirements

• University graduate with minimum 3 - 5 years of relationship manager experience.
• Sound understanding of economics, best market practices and investment products in the wealth management business.
• CACS certification requirements
• Good team player with strong interpersonal and communication skills to work well with all levels of counterparts.
• Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and meet project deadlines.

Interested candidates please email resume in MS Word format to recruit@waterstone.com.sg

Please state your last drawn and expected package, relevant skill sets and the position you are applying for.

Resumes collected will be kept in strict confidence and used for recruitment purposes only.

Relationship Manager (Senior Private Banker | CACS Certified) | CSBDU02

This is a perm role for one of our private banking client

Work Location: CBD Area

Job Scope

• Relationship Managers are high-level professionals who manage an affluent customer’s wealth holistically.
• Directly responsible for interfacing and engaging with clients on a day-to-day basis with the objective to grow and protect the clients’ wealth for the enjoyment of their successors and their heirs with consultative process
• Relationship Managers gather information about the client’s needs & wants, then tailor a personalized strategy that uses a range of financial products and services.
• Customize investment strategies to address each client’s unique circumstances as well as specific preferences for income, liquidity, and risk.
• Where appropriate, they pursue cross-border investment opportunities to enhance returns and provide additional diversification.
• Relationship Manager (RM) is expected to achieve the annual business targets on business development, relationship management and customer profile balances based on more complex investment requirements while ensuring accurate and timely completion of the entire sales and compliance process.

Job Description

The Relationship Manager is primarily responsible for achieving business targets through the following:

1. Acquisition of new high net worth customers
2. Generation of additional volume from existing customers across sales channels
3. Development and engagement of strong relationships with assigned customers
4. Delivery of excellent customer service through investment products and service offerings
5. Trust Advisory Referrals

A. Business Development

1. Achieves business targets on acquiring, on-boarding and deepening of Mass affluent customers.
1.1. Identifies and promotes a robust pipeline of prospective customers.
1.2. Sets appointments proactively and meets with customers to establish their needs & requirements.
1.3. Pursues marketing and solicitation of investible funds from existing and new accounts.
1.4. Develops proposals in accordance with the requirements of each account, in line with the client’s objective
and needs relative to yield safety, liquidity and diversification.
1.5. Submits proposals and ensures follow-ups in a timely manner including preparation of call reports to apprise
management of the account status.
1.6 Conducts client presentations.
1,7 Networks with customers in order to create new business contacts.

2. Liaises proactively with branch partners for referrals and cross-sell opportunities.
3. Develops and deepens relationships with assigned customers.
4. Engages support of specialists to provide technical advice to customers when necessary.
5. Analyzes trends in the market as well as customer profiles to identify potential opportunities for the
organization.

B. Client Relationship Management

1. Monitors customers’ accounts and portfolios providing proactive, timely, relevant market updates and advice
through regular calls and meetings, thus building long-term relationships.
2. Seeks to establish and understand customers’ real needs and expectations.
3. Executes sales and investment strategies/activities effectively.
4. Maximizes each client or branch interaction by building on customer cues to gain commitment to products,
services, and solutions.
5. Builds and develops relationships with customers –e.g., accompanying them at social/lifestyle events.
6. Reviews accounts regularly to ensure the growth of the aggregate fund level.

With Professional Certification and Licenses

• CACS certified CACS I and II

Interested applicants, please click "APPLY NOW"

We regret to inform you that only shortlisted candidates will be notified.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Joselito Peciller | EA Reg No: R25126580

Personal Banker (Permanent) – Up to S$4K Basic + Commission | Leading Asian Bank | Islandwide

Are you ready to elevate your career in banking? Join one of Asia’s leading financial institutions and take the next step toward a rewarding career as a Personal Banker!

What’s in it for You?

• Attractive Salary: Basic from S$3,600 – S$4,000 per month (depending on experience) + Commissions
• Career Growth: Fast-track progression to Relationship Manager (Priority/Premier Banking) within 2 years
• Dynamic Banking Environment: Work with a reputable and well-established bank with global presence
• Islandwide Locations Available

Your Role

As a Personal Banker, you will play a key role in delivering a personalized banking experience to customers and helping them achieve their financial goals.

• Understand customers' financial needs and provide tailored banking solutions
• Offer sound financial advice in accordance with regulatory and bank guidelines
• Proactively engage with customers to deepen relationships and drive new business opportunities
• Work closely with other banking teams, including Priority Banking and Business Banking
• Ensure smooth and high-quality customer service experience
• Conduct KYC/CDD and maintain customer portfolio updates

What We’re Looking For

✔ Diploma/Degree in any field
✔ Experience as a Relationship Manager or Personal Banker is a plus!
✔ Candidates with insurance sales experience are welcome to apply
✔ Strong sales acumen and proven ability to meet targets
✔ Passion for customer engagement and financial advisory

No prior banking experience? No worries! If you have a strong drive for sales and customer engagement, we’d love to hear from you.

Ready to take your career to the next level? Apply today and let’s grow together!

Interested applicants please click on "Apply Now" or WhatsApp your resume to 93551601.

We regret that only shortlisted candidates will be contacted.

Ken Ong

Registration No.: R22109376

EA Licence No.: 22C1201

Relationship Manager (Senior Private Banker | CACS Certified) | CSBDU02

This is a perm role for one of our private banking client

Work Location: CBD Area

Job Scope

• Relationship Managers are high-level professionals who manage an affluent customer’s wealth holistically.
• Directly responsible for interfacing and engaging with clients on a day-to-day basis with the objective to grow and protect the clients’ wealth for the enjoyment of their successors and their heirs with consultative process
• Relationship Managers gather information about the client’s needs & wants, then tailor a personalized strategy that uses a range of financial products and services.
• Customize investment strategies to address each client’s unique circumstances as well as specific preferences for income, liquidity, and risk.
• Where appropriate, they pursue cross-border investment opportunities to enhance returns and provide additional diversification.
• Relationship Manager (RM) is expected to achieve the annual business targets on business development, relationship management and customer profile balances based on more complex investment requirements while ensuring accurate and timely completion of the entire sales and compliance process.

Job Description

The Relationship Manager is primarily responsible for achieving business targets through the following:

1. Acquisition of new high net worth customers
2. Generation of additional volume from existing customers across sales channels
3. Development and engagement of strong relationships with assigned customers
4. Delivery of excellent customer service through investment products and service offerings
5. Trust Advisory Referrals

A. Business Development

1. Achieves business targets on acquiring, on-boarding and deepening of Mass affluent customers.
1.1. Identifies and promotes a robust pipeline of prospective customers.
1.2. Sets appointments proactively and meets with customers to establish their needs & requirements.
1.3. Pursues marketing and solicitation of investible funds from existing and new accounts.
1.4. Develops proposals in accordance with the requirements of each account, in line with the client’s objective
and needs relative to yield safety, liquidity and diversification.
1.5. Submits proposals and ensures follow-ups in a timely manner including preparation of call reports to apprise
management of the account status.
1.6 Conducts client presentations.
1,7 Networks with customers in order to create new business contacts.

2. Liaises proactively with branch partners for referrals and cross-sell opportunities.
3. Develops and deepens relationships with assigned customers.
4. Engages support of specialists to provide technical advice to customers when necessary.
5. Analyzes trends in the market as well as customer profiles to identify potential opportunities for the
organization.

B. Client Relationship Management

1. Monitors customers’ accounts and portfolios providing proactive, timely, relevant market updates and advice
through regular calls and meetings, thus building long-term relationships.
2. Seeks to establish and understand customers’ real needs and expectations.
3. Executes sales and investment strategies/activities effectively.
4. Maximizes each client or branch interaction by building on customer cues to gain commitment to products,
services, and solutions.
5. Builds and develops relationships with customers –e.g., accompanying them at social/lifestyle events.
6. Reviews accounts regularly to ensure the growth of the aggregate fund level.

With Professional Certification and Licenses

• CACS certified CACS I and II

Interested applicants, please click "APPLY NOW"

We regret to inform you that only shortlisted candidates will be notified.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Joselito Peciller | EA Reg No: R25126580

Our client, with a strong presence in Asia, is looking to hire Personal Bankers to join their retail banking segment.

about the job

As a Personal Banker your primary focus will be:

• Serving retail clients and providing expert advice on the wide range of banking products offered by the bank.
• Proactively engaging clients through various touchpoints such as branch banking, tele-appointments, and outreach programs.
• Leveraging your sound financial knowledge to offer holistic financial advice and identify suitable banking solutions that help clients achieve their financial goals.
• Demonstrating a good understanding of banking regulations, ensuring strict adherence to rules and guidelines while conducting business.

Joining this leading international bank means you'll have access to a wealth of opportunities for personal and professional growth. The bank values resilience and motivation, and it provides comprehensive support to help you thrive in your role. With excellent interpersonal and communication skills, you will have the chance to build strong relationships with clients while making a meaningful difference in their financial journey.

skills and experience required

• Minimum local diploma in any discipline.
• Minimum 1 year of financial sales experience would be advantageous.
• Excellent interpersonal and communication skills.

*We regret to inform you that only shortlisted applicants will be notified*

To apply online please use the 'apply' function, alternatively you may contact Reenie at 6697 7943 / reenie.ng@adecco.com for a confidential discussion.

EA: 91C2918 | R2198716

Personal Wealth Asset Management | Retail Banking (Singapore)
Permanent role with a leading Singapore bank

We are inviting motivated individuals at the early stage of their career to join the Personal Wealth Banking division, supporting mass-market and affluent clients with professional financial advisory services.

This role offers a structured training pathway designed to build strong fundamentals in banking, advisory, and client relationship management—making it suitable for candidates looking to develop a long-term career in wealth banking.

Available Role Tracks

• Personal Wealth Executive (entry-level, structured training provided)

• Personal Wealth Manager (intermediate experience)

• Wealth Banking Relationship Manager (experienced advisors)

What You Will Do

• Advise clients on savings, investment, insurance, and lending solutions

• Build and manage client relationships through ethical, needs-based advisory

• Support clients at different life stages with tailored financial solutions

• Achieve individual performance targets in line with regulatory standards (e.g. FAA)

• Deliver consistent, high-quality client experience through follow-ups and reviews

Structured Training Pathway (Entry-Level Track)

• Pre-Onboarding: Support to complete required CMFAS modules

• Months 1–2: Classroom training at corporate campus

• Months 3–4: Guided on-the-job training at designated branches

• Month 5 onward: Full deployment, subject to assessment clearance

Who Should Apply

• Diploma or degree holders from any discipline

• Strong communication and people skills

• Motivated, resilient, and open to learning

• Comfortable working towards performance goals

• Banking or advisory experience is an advantage but not required for entry-level roles

Senior Corporate Banker – New Client Acquisition (Director / VP)

Singapore | Corporate Banking | Regional Coverage

A well-established international bank with a strong Asian footprint is looking to hire a Senior Corporate Relationship Manager in Singapore as part of its expansion strategy.

This role is designed for experienced bankers who enjoy hunting for new relationships and building a corporate client franchise.

If you have a strong network and a track record of originating new-to-bank business, this could be an excellent platform to further grow your portfolio.

The Role

You will focus on acquiring and developing new corporate relationships with companies that have a Singapore presence and regional business footprint.

Working closely with internal product partners, you will deliver a full suite of corporate banking solutions including:

• Corporate lending and structured financing
• Trade finance solutions
• Treasury and FX solutions
• Cross-border banking support

Ideal Candidate

• 10–15 years of corporate banking experience
• Proven track record in new client acquisition and business development
• Strong network with large corporates and mid-cap companies with Singapore operations
• Ability to originate opportunities across Singapore and regional markets
• Entrepreneurial mindset with strong commercial instincts

Why This Opportunity

• Strong regional banking platform
• Solid balance sheet and product capabilities
• Opportunity to build and expand your own corporate banking franchise
• If this opportunity resonates, feel free to reach out for a confidential conversation.
• Even if timing isn’t right, referrals are always appreciated. Great bankers often know other great bankers.

Glenn.Wong@RevUp-Consulting.com

Job Description ：

 Closely communicate with Japan HQ with regard to the Branch’s IT and outsourcing management. Take initiatives in introducing various measures to improve the Branch’s IT environment in coordination with Japan HQ

 Manage the Branch’s IT related budget in communication with the Japan HQ

 Plan and manage the Branch’s IT security

 Monitor relevant regulations affecting the operations in the Branch and take appropriate actions to abide by such regulations

 Support Branch staff in using IT equipment and address various IT related troubles.

 Prepare committee materials and regularly report to the Branch Management at the committee.

 Make other necessary reporting to Head of Department, Branch Management and to Japan HQ

Job Requirements ：

 Relevant work experience (at least 2 years' experience in IT) in Banking Industry

 Proficient in MS Office including Excel and PowerPoint

 Multi-task team player

 Excellent interpersonal skill and communication skill

 Proficient in spoken and written Japanese will be required to closely liaise with Japan HQ

Relationship Manager (Senior Private Banker | CACS Certified) | CSBDU02

This is a perm role for one of our private banking client

Work Location: CBD Area

Job Scope

• Relationship Managers are high-level professionals who manage an affluent customer’s wealth holistically.
• Directly responsible for interfacing and engaging with clients on a day-to-day basis with the objective to grow and protect the clients’ wealth for the enjoyment of their successors and their heirs with consultative process
• Relationship Managers gather information about the client’s needs & wants, then tailor a personalized strategy that uses a range of financial products and services.
• Customize investment strategies to address each client’s unique circumstances as well as specific preferences for income, liquidity, and risk.
• Where appropriate, they pursue cross-border investment opportunities to enhance returns and provide additional diversification.
• Relationship Manager (RM) is expected to achieve the annual business targets on business development, relationship management and customer profile balances based on more complex investment requirements while ensuring accurate and timely completion of the entire sales and compliance process.

Job Description

The Relationship Manager is primarily responsible for achieving business targets through the following:

1. Acquisition of new high net worth customers
2. Generation of additional volume from existing customers across sales channels
3. Development and engagement of strong relationships with assigned customers
4. Delivery of excellent customer service through investment products and service offerings
5. Trust Advisory Referrals

A. Business Development

1. Achieves business targets on acquiring, on-boarding and deepening of Mass affluent customers.
1.1. Identifies and promotes a robust pipeline of prospective customers.
1.2. Sets appointments proactively and meets with customers to establish their needs & requirements.
1.3. Pursues marketing and solicitation of investible funds from existing and new accounts.
1.4. Develops proposals in accordance with the requirements of each account, in line with the client’s objective
and needs relative to yield safety, liquidity and diversification.
1.5. Submits proposals and ensures follow-ups in a timely manner including preparation of call reports to apprise
management of the account status.
1.6 Conducts client presentations.
1,7 Networks with customers in order to create new business contacts.

2. Liaises proactively with branch partners for referrals and cross-sell opportunities.
3. Develops and deepens relationships with assigned customers.
4. Engages support of specialists to provide technical advice to customers when necessary.
5. Analyzes trends in the market as well as customer profiles to identify potential opportunities for the
organization.

B. Client Relationship Management

1. Monitors customers’ accounts and portfolios providing proactive, timely, relevant market updates and advice
through regular calls and meetings, thus building long-term relationships.
2. Seeks to establish and understand customers’ real needs and expectations.
3. Executes sales and investment strategies/activities effectively.
4. Maximizes each client or branch interaction by building on customer cues to gain commitment to products,
services, and solutions.
5. Builds and develops relationships with customers –e.g., accompanying them at social/lifestyle events.
6. Reviews accounts regularly to ensure the growth of the aggregate fund level.

With Professional Certification and Licenses

• CACS certified CACS I and II

Interested applicants, please click "APPLY NOW"

We regret to inform you that only shortlisted candidates will be notified.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Joselito Peciller | EA Reg No: R25126580

Job Summary

• To achieve financial and non-financial targets by acquiring, growing and retaining profitable CCIB customers within acceptable risk parameters

• Contribute toward achieving the team and segments overall target and delivering optimal portfolio return.

• Collaborate and build effective partnerships with other relationship managers and segment heads, as well as colleagues in CDD teams and partners in risk, compliance, other support functions, and product

• Provide direct sales support to the Senior Banker/Banker on all origination activities for the assigned ARB client portfolio

Key Responsibilities

Business

• Achieve agreed upon individual financial and non-financial targets while contributing towards team’s overall deliverables through:

• effectively generating new business – identify prospects and convert in line with the Bank’s appetite

• strategically formulating account plan – provide clients need-based solutions, structure appropriate credit facility, and execute various banking transactions

• proactively building trusted client relationships – maintain a portfolio of active and growing customers

• Market and sell broad range of products including trade service, cash management, treasury and investment

• Work closely with the credit team to ensure good quality lending decisions are made; to ensure the strict adherence to the prevailing EAR / credit policy

• Provide direct sales support to the Senior Banker/Banker on all origination activities for the assigned client portfolio

• Implement agreed upon business plan to achieve sales/ revenue targets

• Generate creative ideas for customer acquisition and products/ services

• Regularly provide market and client feedback to the team and peers on new and anticipated financial and service needs and recommend appropriate improvements to processes on new products

• Maintain a high level of professionalism in client engagement, internal stakeholder management and other business conduct

• If the portfolio has a sub-credit /EA account, then actively managing account to maximise recoveries and minimise losses for the bank for the accounts.

Processes

• Drive continuous improvement of the operational efficiency and effectiveness of processes to increase the consistency of systems and processes.

• Support the framework for effective management of operational risks across the Business and compliance with applicable internal policies, and external laws and regulations at a global level.

• Support the execution of Business strategy in a safe and well-controlled manner and on an end-to-end basis – incorporating infrastructure requirements and ensuring that they are fit-for-growth.

• Ensure CDD profiles are error free for timely sign off

• Follow and comply with AML CDD policies and procedures where applicable

• Identify KYC issues, provide solution or escalate to line manager if necessary

• Ensure internal / external KYC requirements are adhered to AML CDD policies and procedures

• Timely handling of customer issues, complaints, and product enquiries in accordance with established procedures

People and Talent

• Embed the Group’s values and culture with the team and beyond

• Coach peers and other staff wherever appropriate and needed

• Partner effectively with internal stakeholders to deliver effective client solutions

Risk Management

• Abide by appropriate frameworks to guarantee that business is carried out within the Group’s risk appetite and relevant risks are appropriately managed in conjunction with line managers other stakeholders.

• Ensure compliance with the highest standards of regulatory conduct and compliance standards and practices as defined by internal and external requirements. This includes compliance with regulations and guidelines on Sanctions, Anti-Money Laundering (AML), and Environmental and Social Risk Management (ESRM).

• Abide by the Group’s values and code of conduct and foster a robust culture to ensure that adherence with the highest standards of ethics, and compliance with relevant policies, processes and regulations among employees.

• Ensure that Risk Management matters that are brought to the job holder’s attention are subject to direct remedial action and/or ensure adequate reporting to the relevant superiors and/or Risk Committees.

• Do what is right in order to avoid reputational risks and operational losses

Governance

• Ensure relevant systems and controls pertaining to the role remit are in compliance with Group and Business policies, procedures, standards and codes, including those governing all Risk types, Compliance, Operational Risk, Technology and Operations, Finance and Reputation

• Ensure adherence with the following Regulatory Compliance policies and processes (as is applicable):

• Anti-Money Laundering (AML) and all applicable money laundering prevention procedures

• Client Due Diligence & Related Periodic Reviews

• Client Suitability Standards

• Treating Customers Fairly

• Approval & review of Credit Applications

• Maintain Documentary standards

• Data Confidentiality

• Cross-Border Policy

• Sanctions

• Environmental and Social Risk Management (ESRM)

• Anti-Bribery and Corruption (ABC)

• Embed the Group’s values and code of conduct to ensure that adherence with the highest standards of ethics, and compliance with relevant policies, processes and regulations among employees form part of the culture

• Engage with all audit report findings and ensure feedback is acted upon

Regulatory and 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 Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.

• Lead the Business to achieve the outcomes set out in the Bank’s Conduct Principles: Fair Outcomes for Clients; Effective Operation of Financial Markets; Financial Crime Prevention; The Right Environment.

• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key stakeholders

Internal:

• Colleagues in CIB and CM teams, Product, Risk, Compliance and other support Functions and Businesses

External:

• Clients

Other Responsibilities

• Embed Here for good and the Group’s brand and values

• Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures

• Work effectively across SCB, using values behaviours to drive overall business growth

Our Ideal Candidate

• Bachelor degree in Banking, Economics, Finance or Accounting preferred.

• 5+ years experience in frontline, banking and coverage

Role Specific Technical Competencies

• Business Acumen

• Risk Management

• Client Relationship Management

• Managing Changes

• Planning: Tactical, Strategic

• Financial Analysis

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do

• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well

• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.

• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.

• Flexible working options based around home and office locations, with flexible working patterns.

• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits

• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.

• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Recruitment Assessments

Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Visit our careers website www.sc.com/careers

Relationship Manager (Senior Private Banker | CACS Certified) | CSBDU02

This is a perm role for one of our private banking client

Work Location: CBD Area

Job Scope

• Relationship Managers are high-level professionals who manage an affluent customer’s wealth holistically.
• Directly responsible for interfacing and engaging with clients on a day-to-day basis with the objective to grow and protect the clients’ wealth for the enjoyment of their successors and their heirs with consultative process
• Relationship Managers gather information about the client’s needs & wants, then tailor a personalized strategy that uses a range of financial products and services.
• Customize investment strategies to address each client’s unique circumstances as well as specific preferences for income, liquidity, and risk.
• Where appropriate, they pursue cross-border investment opportunities to enhance returns and provide additional diversification.
• Relationship Manager (RM) is expected to achieve the annual business targets on business development, relationship management and customer profile balances based on more complex investment requirements while ensuring accurate and timely completion of the entire sales and compliance process.

Job Description

The Relationship Manager is primarily responsible for achieving business targets through the following:

1. Acquisition of new high net worth customers
2. Generation of additional volume from existing customers across sales channels
3. Development and engagement of strong relationships with assigned customers
4. Delivery of excellent customer service through investment products and service offerings
5. Trust Advisory Referrals

A. Business Development

1. Achieves business targets on acquiring, on-boarding and deepening of Mass affluent customers.
1.1. Identifies and promotes a robust pipeline of prospective customers.
1.2. Sets appointments proactively and meets with customers to establish their needs & requirements.
1.3. Pursues marketing and solicitation of investible funds from existing and new accounts.
1.4. Develops proposals in accordance with the requirements of each account, in line with the client’s objective
and needs relative to yield safety, liquidity and diversification.
1.5. Submits proposals and ensures follow-ups in a timely manner including preparation of call reports to apprise
management of the account status.
1.6 Conducts client presentations.
1,7 Networks with customers in order to create new business contacts.

2. Liaises proactively with branch partners for referrals and cross-sell opportunities.
3. Develops and deepens relationships with assigned customers.
4. Engages support of specialists to provide technical advice to customers when necessary.
5. Analyzes trends in the market as well as customer profiles to identify potential opportunities for the
organization.

B. Client Relationship Management

1. Monitors customers’ accounts and portfolios providing proactive, timely, relevant market updates and advice
through regular calls and meetings, thus building long-term relationships.
2. Seeks to establish and understand customers’ real needs and expectations.
3. Executes sales and investment strategies/activities effectively.
4. Maximizes each client or branch interaction by building on customer cues to gain commitment to products,
services, and solutions.
5. Builds and develops relationships with customers –e.g., accompanying them at social/lifestyle events.
6. Reviews accounts regularly to ensure the growth of the aggregate fund level.

With Professional Certification and Licenses

• CACS certified CACS I and II

Interested applicants, please click "APPLY NOW"

We regret to inform you that only shortlisted candidates will be notified.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Joselito Peciller | EA Reg No: R25126580

Our client, with a strong presence in Asia, is looking to hire Personal Bankers to join their retail banking segment.

about the job

As a Personal Banker your primary focus will be:

• Serving retail clients and providing expert advice on the wide range of banking products offered by the bank.
• Proactively engaging clients through various touchpoints such as branch banking, tele-appointments, and outreach programs.
• Leveraging your sound financial knowledge to offer holistic financial advice and identify suitable banking solutions that help clients achieve their financial goals.
• Demonstrating a good understanding of banking regulations, ensuring strict adherence to rules and guidelines while conducting business.

Joining this leading international bank means you'll have access to a wealth of opportunities for personal and professional growth. The bank values resilience and motivation, and it provides comprehensive support to help you thrive in your role. With excellent interpersonal and communication skills, you will have the chance to build strong relationships with clients while making a meaningful difference in their financial journey.

skills and experience required

• Minimum local diploma in any discipline.
• Minimum 1 year of financial sales experience would be advantageous.
• Excellent interpersonal and communication skills.

*We regret to inform you that only shortlisted applicants will be notified*

To apply online please use the 'apply' function, alternatively you may contact Reenie at 6697 7943 / reenie.ng@adecco.com for a confidential discussion.

EA: 91C2918 | R2198716

Relationship Manager (Senior Private Banker | CACS Certified) | CSBDU02

This is a perm role for one of our private banking client

Work Location: CBD Area

Job Scope

• Relationship Managers are high-level professionals who manage an affluent customer’s wealth holistically.
• Directly responsible for interfacing and engaging with clients on a day-to-day basis with the objective to grow and protect the clients’ wealth for the enjoyment of their successors and their heirs with consultative process
• Relationship Managers gather information about the client’s needs & wants, then tailor a personalized strategy that uses a range of financial products and services.
• Customize investment strategies to address each client’s unique circumstances as well as specific preferences for income, liquidity, and risk.
• Where appropriate, they pursue cross-border investment opportunities to enhance returns and provide additional diversification.
• Relationship Manager (RM) is expected to achieve the annual business targets on business development, relationship management and customer profile balances based on more complex investment requirements while ensuring accurate and timely completion of the entire sales and compliance process.

Job Description

The Relationship Manager is primarily responsible for achieving business targets through the following:

1. Acquisition of new high net worth customers
2. Generation of additional volume from existing customers across sales channels
3. Development and engagement of strong relationships with assigned customers
4. Delivery of excellent customer service through investment products and service offerings
5. Trust Advisory Referrals

A. Business Development

1. Achieves business targets on acquiring, on-boarding and deepening of Mass affluent customers.
1.1. Identifies and promotes a robust pipeline of prospective customers.
1.2. Sets appointments proactively and meets with customers to establish their needs & requirements.
1.3. Pursues marketing and solicitation of investible funds from existing and new accounts.
1.4. Develops proposals in accordance with the requirements of each account, in line with the client’s objective
and needs relative to yield safety, liquidity and diversification.
1.5. Submits proposals and ensures follow-ups in a timely manner including preparation of call reports to apprise
management of the account status.
1.6 Conducts client presentations.
1,7 Networks with customers in order to create new business contacts.

2. Liaises proactively with branch partners for referrals and cross-sell opportunities.
3. Develops and deepens relationships with assigned customers.
4. Engages support of specialists to provide technical advice to customers when necessary.
5. Analyzes trends in the market as well as customer profiles to identify potential opportunities for the
organization.

B. Client Relationship Management

1. Monitors customers’ accounts and portfolios providing proactive, timely, relevant market updates and advice
through regular calls and meetings, thus building long-term relationships.
2. Seeks to establish and understand customers’ real needs and expectations.
3. Executes sales and investment strategies/activities effectively.
4. Maximizes each client or branch interaction by building on customer cues to gain commitment to products,
services, and solutions.
5. Builds and develops relationships with customers –e.g., accompanying them at social/lifestyle events.
6. Reviews accounts regularly to ensure the growth of the aggregate fund level.

With Professional Certification and Licenses

• CACS certified CACS I and II

Interested applicants, please click "APPLY NOW"

We regret to inform you that only shortlisted candidates will be notified.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Joselito Peciller | EA Reg No: R25126580

Our client, with a strong presence in Asia, is looking to hire Personal Bankers to join their retail banking segment.

about the job

As a Personal Banker your primary focus will be:

• Serving retail clients and providing expert advice on the wide range of banking products offered by the bank.
• Proactively engaging clients through various touchpoints such as branch banking, tele-appointments, and outreach programs.
• Leveraging your sound financial knowledge to offer holistic financial advice and identify suitable banking solutions that help clients achieve their financial goals.
• Demonstrating a good understanding of banking regulations, ensuring strict adherence to rules and guidelines while conducting business.

Joining this leading international bank means you'll have access to a wealth of opportunities for personal and professional growth. The bank values resilience and motivation, and it provides comprehensive support to help you thrive in your role. With excellent interpersonal and communication skills, you will have the chance to build strong relationships with clients while making a meaningful difference in their financial journey.

skills and experience required

• Minimum local diploma in any discipline.
• Minimum 1 year of financial sales experience would be advantageous.
• Excellent interpersonal and communication skills.

*We regret to inform you that only shortlisted applicants will be notified*

To apply online please use the 'apply' function, alternatively you may contact Reenie at 6697 7943 / reenie.ng@adecco.com for a confidential discussion.

EA: 91C2918 | R2198716

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to join JP Morgan as UHNW Banker, Vice President for China market where you will support and manage all aspects of client relationships across the team. The region remains a key center for growth, presenting significant opportunities for our partners and us to develop and broaden our businesses together. We seek a high caliber candidate to join our team.

Job Summary: Vice President in the China market team at JP Morgan, you will be responsible for supporting and managing all aspects of client relationships across the team, including understanding clients’ wealth objectives and investment requirements, and collaborate with other Specialists to provide high-quality client service and ensure compliance with all regulatory and internal policies.

Job Responsibilities

1. Support and manage all aspects of client relationships across the team, and develop and maintain long-term relationships through professional or personal networks and contacts.

2. Build portfolio of clients using resources and expertise of JPMorgan’s platforms, products, services, and networks, and actively involved in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships.

3. Manage and coordinate with various teams to address overall account inquiries and maintenance, as well as investment-related aspects.

4. Articulate and deliver strategic messages to their portfolio, prepare presentations and proposals, and take both solicited and unsolicited orders in all asset classes. Update clients regularly on markets, portfolio performance, investments opportunities, risks.

5. Partner with the clients including (but not limited to) updating Know Your Client (KYC) information, client suitability profile, hosting client meetings, monitoring funds/asset transfer and handling client ad-hoc queries.

6. Collaborate with the other integrated team members to provide a high quality of client service.

7. Keeping track of Clients, Assets Under Management (AUM) and Revenues using our internal systems; periodic calculation of account performance.

8. Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies.

Required Qualifications, Skills And Capabilities

1. Bachelor’s degree or equivalent in any discipline

2. Minimum 7 years’ experience in wealth management space, along with strong client and stakeholder management skills is required.

3. Understand and have working knowledge of the private banking key regulatory and control environments that are relevant to the team and be able to manage the accounts accordingly.

4. Proven client management skills and effective communication skills (oral and written) who can positively engage and influence clients as well as internal stakeholders.

5. Strong organizational and prioritization skills, and must be a team player and able to work with different business functions across the bank.

6. Operate with a high level of integrity and risk awareness.

7. As the role is an important contributor to the strategy of JP Morgan, comfort and experience working with and reporting to senior management is required.

8. Proficiency in Business Mandarin is essential, as there will be interaction with Chinese speaking clients from China.

Preferred Qualifications, Skills And Capabilities

1. Appropriate local regulatory qualification and licenses preferred. However, if you do not possess an existing Representatives Notification Framework (RNF) Register in Singapore, you will be required to sit for Client Advisor Competency Standards (CACS) Paper 1 & 2, in order to get registered as a Representative with Monetary Authority of Singapore (MAS) for the private banking industry.

2. Strong knowledge of local regulatory policies and guidelines.

3. Strong knowledge of relevant financial markets and instruments.

To apply for this position, please use the following URL:

https://ars2.equest.com/?response_id=69d716fddebe70eeff687148aa05bcca

Description:

• Attend to walk-in customers
• Handle over the counter transactions including cash deposits and withdrawals accurately
• Assist in customer's enquiries and ensure service delivery standards are met in achieving total customer satisfaction
• Prospect banking products and services to customers

Requirements:

• Good attitude with pleasant personality and a flair for customer service.
• Experience in handling cash transaction and counter experience have add an advantage.

Interested candidates may send resumes to khaiven.tay@persolapac.com or apply through the application system. Regret to inform that only shortlisted candidates will be notified.

PERSOL Singapore Pte Ltd • RCB No. 200007268E
EA License No. 01C4394 • EA Registration No. R21101254 (Tay Khai Ven)

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOL Singapore Pte Ltd and its local and overseas subsidiaries and affiliates to collect, use and disclose your personal data to prospective employers/companies based in any country for purposes of evaluating  suitability for employment, conducting reference checks, administering employment related services, complying with Government’s health advisories and such other purposes stated in our Privacy Policy. Our full Privacy Policy is available at https://www.persolsingapore.com/policies.  If you wish to withdraw your consent, please drop us an email to let us know. Please feel free to contact us if you have any queries.

At Citi, we get to connect millions of people across hundreds of cities and countries every day.  And we've been doing it for more than 200 years.  We do this through our unparalleled global network.  We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

We’re currently looking for a high caliber professional to join our team as a Senior Associate Banker, based in Singapore.  Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future.  For instance:

• Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.

• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.

• We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

In this role, you’re expected to :

• Provide complete service support to client, including solving complex client inquiries

• Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.

• Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports

• Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.

• Assist the Banker in deepening the existing client relationship through deep-dive analysis

• Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments

• Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events

• Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker

• Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated

• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.​

As a successful candidate, you’d ideally have the following skills and exposure:

• At least 5-8 years of experience

• CACS 1 and 2 required

• Knowledge of investments is required; banking and credit products desirable

• Ability to manage relationships both internal and external; Ability to multi-task

• Bachelor's/University degree or equivalent experience

Relationship Manager (Senior Private Banker | CACS Certified) | CSBDU02

This is a perm role for one of our private banking client

Work Location: CBD Area

Job Scope

• Relationship Managers are high-level professionals who manage an affluent customer’s wealth holistically.
• Directly responsible for interfacing and engaging with clients on a day-to-day basis with the objective to grow and protect the clients’ wealth for the enjoyment of their successors and their heirs with consultative process
• Relationship Managers gather information about the client’s needs & wants, then tailor a personalized strategy that uses a range of financial products and services.
• Customize investment strategies to address each client’s unique circumstances as well as specific preferences for income, liquidity, and risk.
• Where appropriate, they pursue cross-border investment opportunities to enhance returns and provide additional diversification.
• Relationship Manager (RM) is expected to achieve the annual business targets on business development, relationship management and customer profile balances based on more complex investment requirements while ensuring accurate and timely completion of the entire sales and compliance process.

Job Description

The Relationship Manager is primarily responsible for achieving business targets through the following:

1. Acquisition of new high net worth customers
2. Generation of additional volume from existing customers across sales channels
3. Development and engagement of strong relationships with assigned customers
4. Delivery of excellent customer service through investment products and service offerings
5. Trust Advisory Referrals

A. Business Development

1. Achieves business targets on acquiring, on-boarding and deepening of Mass affluent customers.
1.1. Identifies and promotes a robust pipeline of prospective customers.
1.2. Sets appointments proactively and meets with customers to establish their needs & requirements.
1.3. Pursues marketing and solicitation of investible funds from existing and new accounts.
1.4. Develops proposals in accordance with the requirements of each account, in line with the client’s objective
and needs relative to yield safety, liquidity and diversification.
1.5. Submits proposals and ensures follow-ups in a timely manner including preparation of call reports to apprise
management of the account status.
1.6 Conducts client presentations.
1,7 Networks with customers in order to create new business contacts.

2. Liaises proactively with branch partners for referrals and cross-sell opportunities.
3. Develops and deepens relationships with assigned customers.
4. Engages support of specialists to provide technical advice to customers when necessary.
5. Analyzes trends in the market as well as customer profiles to identify potential opportunities for the
organization.

B. Client Relationship Management

1. Monitors customers’ accounts and portfolios providing proactive, timely, relevant market updates and advice
through regular calls and meetings, thus building long-term relationships.
2. Seeks to establish and understand customers’ real needs and expectations.
3. Executes sales and investment strategies/activities effectively.
4. Maximizes each client or branch interaction by building on customer cues to gain commitment to products,
services, and solutions.
5. Builds and develops relationships with customers –e.g., accompanying them at social/lifestyle events.
6. Reviews accounts regularly to ensure the growth of the aggregate fund level.

With Professional Certification and Licenses

• CACS certified CACS I and II

Interested applicants, please click "APPLY NOW"

We regret to inform you that only shortlisted candidates will be notified.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Joselito Peciller | EA Reg No: R25126580