Relationship Manager (Priority Banking) | Basic Up to $15k + Comms | 5 Days | SY - Toa Payoh
Recruit Now Toa Payoh Full-time
Relationship Manager (Priority Banking)
Basic ($5,000 - $15,000) + Comms
Mon – Fri, 9am – 6pm
Basic ($5,000 - $15,000) + Comms
Mon – Fri, 9am – 6pm
Location: Parkway Parade
Key Duties:- Develop and maintain strong relationships with high-net-worth individuals (HNWIs) and affluent clients.
- Act as the primary point of contact for clients, addressing their banking and financial needs.
- Provide personalized solutions and ensure that client expectations are met or exceeded
- Understand clients’ financial goals and provide investment advice, wealth management, and financial planning.
- Offer tailored banking products, including deposits, loans, and investment products.
- Monitor and manage clients' portfolios, advising them on asset allocation, diversification, and risk management.
- Proactively identify opportunities to cross-sell and upsell bank products, including credit cards, loans, insurance, and investment opportunities.
- Work with internal teams to introduce new products and services to clients.
- Good track record and demonstrated success as a Relationship Manager
- At least 4 years’ experience as relationship manager in priority banking
- Finance related fields studies relating to financial planning, portfolio reviews, asset allocations.
- Understands the core concepts, principles, processes or procedures of Wealth Management and Banking
- RNF & CMFAS Certificates
- Experience from DBS, UOB would be highly advantageous.
*Please be notified that only shortlisted candidates will be notified*
By submitting your personal data and/or resume, you give consent to the collection, use, and disclosure of your personal data and/or resume by the company (or its agent) for the purpose of the processing and administration by the company relating to this job application.
PeopleSearchToa Payoh
Relationship Manager (Fundraising) – Asset Management - Ethel T.
Our client, a well-established asset management firm is seeking an experienced Relationship Manager – Fundraising to drive capital-raising efforts for our asset management firm
Key...
RECRUIT NOW SINGAPORE PTE. LTD.Yishun, 11 km from Toa Payoh
Relationship Manager to join their team
Key Duties:
• Develop and maintain strong relationships with high-net-worth individuals (HNWIs) and affluent clients.
• Act as the primary point of contact for clients, addressing their banking and financial needs...
Singapore River, 5 km from Toa Payoh
This role is part of the Commercial Banking team at a leading local bank, which is looking to expand its relationship manager portfolio, with a focus on the F&B segment. (middle - large SME focus)
This position is ideal for individuals currently...