Jobs

    Relationship Manager - Singapore - JMC CAPITAL ASSET MANAGEMENT SINGAPORE PTE. LTD.

    Default job background
    Description
    Roles & Responsibilities

    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 of customers;
    • Formulate and execute sales and marketing strategies for wealth management and other products of the Group to achieve the sales targets;
    • Perform investment portfolio analysis and provide re-allocation recommendation;
    • Work closely with Product Specialist / Investment Consultant Team to ensure the viability of investment portfolios and achieve the investment objectives of customers;
    • Formulate clients acquisition tactics through suitable sales strategy and execution of marketing event/sales activities to generate business;
    • Full compliance with internal guidelines and external regulatory bodies.

    Requirements:

    • Preferably Degree holder or equivalent;
    • Minimum 5 years experiences in wealth management serving HNW individual clients,
    • Familiar with KYC and account documentation with solid knowledge of wealth management products;
    • Knowledge of insurance products, bonds and funds will be a plus;
    • Sales-oriented with good relationship building and customer service skills;
    • Mature, independent and business oriented, with the ability to work effectively under pressure;
    • Good command of written and spoken English and Chinese
    Tell employers what skills you have

    Customer Service Skills
    Wealth Management
    Tactics
    Referrals
    Relationship Management
    Wealth
    Loans
    Private Banking
    Compliance
    Pressure
    Financial Analysis
    Bonds
    Banking
    KYC
    Financial Services
    Equities


  • Amethyst Partners Singapore

    Lead, 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 ...

  • IIX Global

    Relationship Manager

    7 hours ago


    IIX Global Singapore

    The Relationship Manager is responsible for managing and developing relationships with clients under Innovative Finance Team. The role involves identifying and understanding the financial needs of clients and providing them with appropriate financial solutions. The Relationship M ...


  • Skillsforce Management Consultancy Pte Ltd Singapore

    Responsible 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 ...


  • Annexion Partners Pte Ltd Singapore

    Location: · - 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 ...


  • Reeracoen Singapore Pte Ltd Singapore

    Our 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. · ...


  • 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 ...


  • Summit Planners Singapore

    By 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 ...


  • 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, ...


  • Reeracoen Singapore Pte Ltd Singapore

    Our client specializes in providing various financial services to an array of businesses and networks and they are looking for a Relationship Manager for their Vehicle Solution department. The incumbent will be reporting to the Senior Manager. · 【 What you will be doing 】 · - Hun ...


  • ONYX SG PTE. LTD. Singapore

    Listed Financial Services Provider with over 50 years of trusted track record are currently seeking for a Relationship Manager to join their expanding business. · Reporting to the Team Lead, the Relationship Manager will be responsible for the hunting/sourcing/prospecting of new ...


  • 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 ...


  • Gravitas Recruitment Group Singapore

    We're searching for an Onshore Relationship Manager to join our rapidly expanding banking team. · **Responsibilities**: · - Build and maintain strong relationships with clients. · - Develop comprehensive understanding of client's financial needs. · - Offer suitable financial solu ...


  • Gravitas Recruitment Group Singapore

    Job 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 ...


  • NECH CAPITAL PTE. LTD. Singapore

    As 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 ...


  • Gravitas Recruitment Group Singapore

    Gravitas is one of the fastest growing specialist recruitment consultancy's winning multiple industry awards. We have grown internationally from our inception in 2010, from 3 to 9 offices, to over 250 employees. Our Banking team works across Singapore, helping talented profession ...


  • 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 ...


  • PC FINANCIAL (SG) PTE. LTD. Singapore

    We 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 ...


  • CIMB Group Singapore

    **Job Purpose** · - Relationship manager for regulated money services businesses ("MSB" / Money Payment Institutions ("MPIs") including Money Changers · - Direct responsibility for all KYC/ CDD functions for this segment of customers · - Directly responsible for driving income fo ...


  • 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 ...


  • Reeracoen Singapore Pte Ltd Singapore

    Our Client is a Financial Advisory Company. The role of a Relationship manager is to responsible for the Sales and Service of clientele under your care. This role will require traveling around Singapore Region for client and business visitation purposes. · You will be reporting t ...