- Implement personal budget and performance targets.
- Be responsible for relationship maintaining, business development, financial planning and risk control with customers and interbank institutions.
- Be responsible for developing new customer pipelines and actively expanding institutional banking businesses.
- Provide consultancy and receive credit applications (including renewal, facility increase, facility alteration and change of credit terms and conditions for existing credit cases), be responsible for in-situ interview and filling the call memo as well as drafting the credit terms and conditions and producing credit review form and, where necessary, attending relevant review meetings to explain the credit cases in person.
- Be responsible for completing and inspecting the customer credit investigation work and relevant paperwork (including credit investigation report (including paperwork investigation, such as financial statement analysis, party of interest enquiry, Joint Credit Information Center enquiry and securities enquiry, and on site credit investigation), cross-reference appraisal report and other paperwork) produced by assistant relationship managers (ARM).
- Notify customers of the approval/rejection results of credit applications and oversee the guarantor-witnessing and contract signing processes thereafter or appoint an ARM to oversee the aforementioned matters.
- Track continuously the industrial updates, going concerns and business needs of customers.
- Set forth the terms and conditions of the approved credit facility and administer the follow-up management or other significant incident reporting and tracking.
- Supervise ARM on handling customers' more-than-one-business-day due payment reminder and follow-up affairs (for due payment less than one business day, the reminder will be carried out by telephone call by the operation services clerk).
- Oversee or appoint an ARM to process collection matters and liaise with relevant departments.
- Oversee the paperwork preparation and process of the guarantor-witnessing, contract signing and account opening (preparation of contract and verification of contract content and version shall be done by credit administration personnel) or appoint an ARM to oversee the aforementioned.
- Process or authorize operation services clerks to process matters relating to interest rate / exchange rate.
- Conduct review and evaluate credit assets.
- Oversee other matters instructed by the Institutional Banking Division, branch manager or line manager.
- Degree in relevant discipline from a recognized university.
- Familiar with basic corporate banking products including trade, loans, capital markets and treasury in order to effectively support the business
- Effectively bilingual in English and Mandarin as the role requires written and verbal communication in Traditional Chinese with Mandarin-speaking colleagues in Taiwan.
-
Relationship Manager
4 days 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 ...
-
Relationship Manager
1 week 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 ...
-
Relationship Manager
1 week 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 ...
-
Relationship Manager
4 days ago
JMC CAPITAL ASSET MANAGEMENT SINGAPORE PTE. LTD. Singapore**Job Description**: · - Provide banking/professional wealth management and investment services to HNW individual clients (insurance, bonds, funds, equities etc.) based on their investment needs and objectives; · - Build up and maintain business relationships with the portfolio o ...
-
Relationship Manager
1 week ago
Schroders Singapore**Overview of role** · - Sourcing and onboarding of new clients · - Understand needs, objectives and risk profile of clients · - Advise clients on investment ideas / opportunities and other wealth management services and ensure investment suitability and timely execution · - Regu ...
-
Relationship Manager
1 week ago
Bank of Singapore Singapore**Relationship Manager (Assistant Vice President/Vice President)** **-** **(**240000LX**)** · **Description** · **General Description** · This position is responsible for advising and maintaining client relationships in the marketing function. · **Main Duties** · - Develops and m ...
-
Relationship Manager
4 days ago
Search Ally Pte Ltd Singapore-Search Ally Pte Ltd · Singapore · Posted 4 days ago Permanent S$6k - S$7k · - R · - POSTED BY · - Ru Hui · - RecruiterFollow · Industry: Banking · Location: Central · Job type: Permanent · **Responsibilities**: · - Originate, acquire and onboard new relationships and clients wit ...
-
Relationship Manager
1 week 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, ...
-
Relationship Manager
10 hours ago
Amethyst Partners SingaporeLead, develop and implement the wealth management business strategies for the firm · - Manage client relationships and provide them high-quality bespoke investment advisory and solutions · - Identify and acquire prospects, and devise marketing strategies to expand AUM and revenue ...
-
Relationship Manager
4 days ago
VIP CONSULTANCY PTE. LTD. Singapore**JD** · - Client account management, develop and expand customers through the company's existing resources or by your own, serve exact and valuable customers, and provide all-round financial solutions for them. · - Review and enhance product penetration, implement effective sale ...
-
Relationship Manager
4 days 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 ...
-
Relationship Manager
1 week 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 ...
-
Relationship Manager
2 days 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 ...
-
Relationship Manager
1 week ago
Skillsforce Management Consultancy Pte Ltd SingaporeResponsible for marketing and sales to new and existing SME customers in Singapore · Responsible for hire purchase loan, mortgage loan, property loan, machinery loan, commercial loan etc · Responsible for due diligence and sites visit/inspection · Responsible for the review of ex ...
-
Relationship Manager
1 week ago
GRANDWAY FAMILY OFFICE PTE. LTD. Singapore**Role**: · - Managing key U/HNW client relationships · - Update clients on investment portfolio performances · - Partnering internal and external stakeholders to advise clients on wealth management advisory · - Managing and helping to build the immediate team · - Adhering to reg ...
-
Relationship Manager
1 day ago
Annexion Partners Pte Ltd SingaporeLocation: · - Singapore- Discipline: · - Client type: · - Contact: · - Ethan Tan- Reference: · Posted: · - 39 minutes ago**Key Responsibilities**: · Client Relationship Building: · - Develop and maintain strong relationships with HNW individuals, family offices, institutional inv ...
-
Relationship Manager
1 week ago
Reeracoen Singapore Pte Ltd SingaporeOur Client is a wholly-owned subsidiary of one of the largest banks in SEA. They are looking for a Relationship Manager (AVP/VP) (Japanese Speaking) to join their team. The incumbent will be responsible for acquiring and advising client relationships in the marketing function. · ...
-
Relationship Manager
1 week 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 ...
-
Relationship Manager
1 week 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 ...
-
Relationship Manager
10 hours 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 ...
Relationship Manager - Singapore - TAIPEI FUBON COMMERCIAL BANK CO., LTD. SINGAPORE BRANCH
Description
Roles & ResponsibilitiesJob Description
Job Requirement
Producing
Treasury
Verbal Communication
Pipelines
Risk Control
Financial Planning
Investigation
Loans
Securities
Capital Markets
Banking
Team Player
Business Development
Team Work