Licensed Retail Trading Relationship Manager

Confidential; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

Confidential in Singapore seeks a Relationship Manager to own the full client journey from prospect handoff to ongoing servicing for retail trading clients. You will support onboarding, first funding and first trade, while upholding regulatory and service standards.

You will pass CMFAS exams to become a Licensed Representative and may represent the company at premium client events and expos. Strong MAS knowledge and exemplary client service are essential.

Qualifications

• Diploma or degree required or equivalent.
• MAS Fit and Proper Criteria knowledge is expected to inform accountability.
• Experience in financial sales with retail clients preferred.
• Experience in MAS-regulated environments.

Responsibilities

• Oversee day-to-day flow across the sales funnel; resolve client issues; drive service recovery and monitor client satisfaction (NPS).
• Identify and propose initiatives to improve sales efficiency, resilience and service quality.
• Manage a portfolio of clients; ensure satisfaction with products and services.
• Deliver against KPIs including sales conversion, first-time deposits, introductory calls, CBV and referrals.
• Guide clients through education programmes; host in-house seminars and webinars.
• Collaborate with external educators and trainers.
• Plan and manage roadshows and premium client events; engage prospects to drive referrals.
• Work with Marketing, Compliance and Client Service to align on strategy and standards.

Skills

Financial sales

Retail clients

Analytical skills

Problem-solving

Stakeholder engagement

English fluency

Complaints handling

Integrity & ethics

Resilience under pressure

Adaptability

Education

Diploma or degree in any discipline

Tools

CRM systems

Enterprise workflow systems

Job description

Confidential in Singapore seeks a Relationship Manager to own the full client journey from prospect handoff to ongoing servicing for retail trading clients. You will support onboarding, first funding and first trade, while upholding regulatory and service standards.

You will pass CMFAS exams to become a Licensed Representative and may represent the company at premium client events and expos. Strong MAS knowledge and exemplary client service are essential.