Relationship Manager - Bedok

placeBedok scheduleFull-time calendar_month 

Job Objectives

The Relationship Manager is responsible for active client management strategies and acquisition through networking, marketing activities and ongoing dialogue with a few key selected clients. He/ she is focused on building strategic relationships with these select clients.

He/ She provides product advisory on bespoke products that meet clients' needs. He/ she is the main point-of-contact for all client relationship matters. He/ she also conducts analysis and monitors his/ her clients to proactively manage any potential risks or issues.

The Relationship Manager possesses decorum in all his interactions with internal and external stakeholders. He/ she is a team player and takes responsibility for his/ her actions and can be held accountable to meet timelines. He/ she is able to network and build connections to drive new business opportunities.

He/ she possesses poise and maturity in handling difficult client situations.

He/ she is driven and motivated to provide the best service possible to his/ her clients. He/ she is resourceful and results-oriented. He/ she understands the intricacies of working with global clients and is able to adjust communications and strategies to meet client expectations.

Job Responsibilities
  1. Pre-Investment
  • Create and establish interpersonal relationships with existing and potential investors
  • Build on a strong referral network (Wealth Club)
ii. Investment
  • Build up knowledge and expertise on market overview (real estate and finance), other industry practices and products; ZACD investment products
  • Advise and promote our investment products/opportunities (Fund raising/AUM – Asset Under Management)
  • Comply with the current regulatory standards
iii. Post-Investment
  • Become trusted advisor to clients and strengthening their loyalty
  • Regular updates to clients on their investments with ZACD and gather feedback
  • Assist operations (Middle office) in client documentation
  • Developing new business and partnership with clients
iv. Others
  • Acquire new clients for ZACD Group
  • Market and sell the full suite of products and services especially the funds to the high net worth clients of accredited investors
  • High net worth with the focus on family business would be an advantage
  • Develop and maintain client relationships by establish long term partnerships
  • Be able to identify business opportunities
  • Achieve collaborate and promote cooperation with other business areas e.g. SLP; to maximize business opportunities
  • Achieve sustainable and consistent financial performance aligned to agreed KPIs
  • Identify and capture cross-selling opportunities
  • Proactively generate and develop prospects
  • Identify any product, service, operational, or client coverage gaps, and take the lead in ensuring resolution
  • Ensure all regulatory and legal requirements and standards are met
  • Be compliant with internal policies processes, guidelines and best practices standards according to legal and compliance requirements and sales efficiency industry standards
  • Fulfil required team responsibilities – Sales reporting, expenses, conference calls, and meetings
Job Requirements
  • Minimum Diploma in Banking/ Financial services
  • 2 years of experience in managing high net worth clients will be an added advantage
  • Strong judgment and big-picture thinking on top of industry or functional expertise
  • Possess a successful track record of developing, managing, and growing strong relationships with executive decision makers and influencers
  • Takes charge of his/her personal development
  • Demonstrates effectiveness in self-management
local_fire_departmentUrgent

Relationship Manager - Tampines

placeTampines, 4 km from Bedok
Job Objectives The Relationship Manager is responsible for active client management strategies and acquisition through networking, marketing activities and ongoing dialogue with a few key selected clients. He/ she is focused on building strategic...
apartmentJOBSHINE PTE. LTD.placeGeylang, 4 km from Bedok
Job Description:-  •  Assist the Relationship Manager in daily administrative and transaction work  •  Assist in new credit applications, including financial spreading, company and industry analysis  •  Preparation of credit report submission including...
placeSingapore River, 11 km from Bedok
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...