- Develop a pipeline of prospective clients and lead sales pitches with the aim of growing AUM and revenue.
- Maintain relationships with existing UHNW clients and prospective clients and develop a strong network of intermediaries
- Understand client's financial goals, risk tolerance and investment preferences
- Provide investment advice and portfolio management services that align with client's goal
- Coordinate product maintenance, risk management, ongoing monitoring and regulatory reporting as per requirements by MAS.
- At least 5- 7 years of PWM/ Premier Banking experience, client acquisition skills and/ or experience in investment portfolio management
- Highly motivated and able to develop new business opportunities through networking and referral
- Ability to build trusted and long-lasting client relationships
- Strong understanding of financial products and investment strategies
- Strong communication and presentation skills for ongoing client engagement
- Strong analytic skills and the ability to creatively synthesize information to develop differentiated thought-leadership pieces and to host and moderate client event
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Relationship Manager
2 weeks ago
Summit Planners SingaporeBy becoming a relationship manager at Summit Planners, you can help your customers achieve the financial security they need and desire. When you see the difference that you can make, the sense of fulfilment is beyond your imagination. · **Unlimited income potential** · You can se ...
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Relationship Manager
1 week ago
SINGAPORE BUSINESS GUIDE PTE. LTD. SingaporeWe're Hiring: Relationship Manager · Are you passionate about building strong client relationships and driving business growth? We have an exciting opportunity for a Relationship Manager to join our dynamic team. As a Relationship Manager, you will play a crucial role in maintain ...
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Relationship Manager
1 week ago
F1 AUTOS PTE. LIMITED SingaporeWe are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We'll rely on you to find ways to outperform our competition and maintain our company's positive image. · To succeed in this role, you should be an excellent communicator, a ...
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Relationship Manager
3 weeks ago
Gravitas Recruitment Group SingaporeJob details · - Location · - Singapore · - Salary · - S$ S$90000 per annum · - Job Type · - Permanent · - Ref · - BBBH132410_ · - Working Environment · - Fully in-office · - Posted · - about 6 hours ago · Job summary · We're searching for driven and skilled relationship managers ...
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Relationship Manager
3 weeks ago
PACES CAPITAL MANAGEMENT PTE. LTD. Singapore**Role Summary · PACES provides Relationship Managers (RMs) with a unique opportunity to harness the potential of their relationships and capitalize on them strategically. This innovative platform enables RMs to benefit from a more substantial share of the revenue they generate, ...
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Relationship Manager
2 weeks ago
Beecruit Pte Ltd Singapore**Job Summary**: · We are looking for a Relationship Manager to oversee and maintain strong relationships with our Small and Medium Enterprises (SMEs) clients. As a Relationship Manager, you will be responsible for ensuring that our SMEs clients receive excellent customer service ...
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Relationship Manager
3 weeks ago
NECH CAPITAL PTE. LTD. SingaporeAs a Relationship Manager specializing in Ultra High Net Worth (UHNW) clients, you will play a pivotal role in our external asset management firm. Your key responsibilities will be bringing your own book of accounts as well as acquiring new clients and managing the client portfol ...
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Relationship Manager
3 weeks ago
Ambition Singapore**Key Responsibilities**: · - Management of a portfolio of corporate relationships with a focus on metals & minerals profile · - Structure and manage financing solutions tailored to meet the requirements of metals & mining portfolio · - Evaluate financial models with P&L, B/S and ...
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Relationship Manager
2 weeks ago
PC FINANCIAL (SG) PTE. LTD. SingaporeWe 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 wealt ...
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Relationship Manager
1 week ago
SEARCH INDEX PTE. LTD. Singapore**Relationship Manager Exp**: · - **Accounting / Audit Firm Exp Advantageous** · **Responsibilities**: · - Maintaining a deep knowledge of company products and services. · - Building and maintaining strong relationships with prospective and existing clients. · - Researching and p ...
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Relationship Manager
3 weeks ago
Ambition Singapore**Job details**: · Posted 12 April 2023 · SalaryNegotiable · LocationSingapore · Job type Permanent · DisciplineBanking & Financial Services · Reference264725_ · **Key Responsibilities**: · - Management of a portfolio of corporate relationships with a focus on metals & minerals ...
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Relationship Manager
3 weeks ago
SNAPHUNT PTE. LTD. Singapore**The Role** · Your Responsibilities will include: · - Acquiring and managing relationships with prospective clients to achieve sales targets and business objectives. · - Developing strong internal relationships to optimize service delivery and ensure all practices are in line wi ...
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Relationship Manager
2 weeks ago
KS Talent Solutions SingaporeJob Description · Prepare corporate and institutional credit proposals and coordinate with Risk department for approvals · Credit monitoring and asset reviews of the portfolio institutions including compliances with credit terms/ regulations. · Originate and onboard (complete KYC ...
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Relationship Manager
1 week ago
ICICI Bank Limited, Singapore Branch SingaporeICICI Bank Limited, Singapore Branch SingaporePosted 3 minutes ago In-Office Permanent Competitive · - Developing and maintaining banking relationships with NRI community in Singapore · Undertaking responsibility for end-to-end KYC/ CDD for ICICI Bank customers as per product req ...
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Relationship Manager
1 week ago
NEXT GENERATION FURNITURE SingaporeJob Description & Requirements · We are looking for a Relationship Manager to build and preserve trusting relationships with our customers, client, suppliers and any other third parties. You are depended to find ways to outperform our competition and maintain our company's positi ...
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Relationship Manager
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GREEN LINK DIGITAL BANK PTE. LTD. Singapore**About Us** · Green Link Digital Bank is Singapore's inaugural wholesale digital bank focusing on supply chain finance, mainly serving MSMEs and aiming to help MSMEs grow and improve digitization. · We are looking for a Relationship Manager for our Green Financing Team to grow o ...
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Relationship Manager
1 week ago
USMART SECURITIES (SINGAPORE) PTE. LTD. Singapore**Role: Relationship Manager, uSMART Premier Clients (UPC)** · uSMART SG is looking to expand its team in this region and is currently looking for a highly driven professional for the above position. · **To be effective in the role** · **You will**: · - Primarily serve and grow u ...
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Relationship Manager
3 weeks ago
MARGIN WHEELER PTE. LTD. Singapore**Relationship Manager Responsibilities**: · - Maintaining a deep knowledge of company products and services. · - Building and maintaining strong relationships with prospective and existing clients. · - Researching and pursuing new business opportunities. · - Identifying clients' ...
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Relationship Manager
3 weeks ago
U3 Infotech Pte Ltd. SingaporeRelationship Manager(Banking) · - Sales & Advisory · - Market a range of retail banking and investment products. · - Upsell and cross-sell the Bank's suite of products and services. · - Offer advisory service recommending suitable wealth management products for potential customer ...
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Relationship Manager
1 week ago
BACUI CAPITAL MANAGEMENT PTE. LTD. Singapore**Your field of responsibility · You collaborate in acquiring and leading client relationships, providing advice on a broad range of investment products and services tailored to the sophisticated needs of HNWI & UHNWI clients. You will have the opportunity to advise on market lea ...
Private Wealth Relationship Manager - Singapore - HAITONG INTERNATIONAL SECURITIES (SINGAPORE) PTE. LTD.
Description
Roles & ResponsibilitiesJob duties / responsibilities
Job Specification
Interested applicants, please send your resume to
Tell employers what skills you haveWealth Management
Audit and Compliance
Investment Strategies
Middle Office
Regulatory Compliance
Tolerance
Service Management
Wealth Management Services
Customer Care
Risk Management
Portfolio Management
Networking
Banking
Presentation Skills
Customer Satisfaction