Lifestyle Relationship Manager – High Net Worth & Affluent

WE Asia Pte Ltd; Singapore; On-site; SGD 70,000 - 110,000; Full time

Job summary

WE Asia Pte Ltd in Singapore is hiring a Lifestyle Relationship Manager to support our High Net Worth Product Team. You will act as the single point of contact for select top-tier clients, managing credit card servicing and lifestyle needs with proactive account management.

The role requires excellent communication, strong problem solving and the ability to work with vendors and partners to deliver unique experiences.

Qualifications

• 2–5 years in service management, marketing and/or team sales, with affluent client servicing experience.
• Fluent in English, Cantonese (HK), and Mandarin (HK); other Chinese dialects or languages a plus.
• Proficient in MS Word and Excel; ability to learn new systems quickly.
• Strong problem solving and communication capabilities; attention to detail.
• Willingness to attend events evenings/weekends.

Responsibilities

• Serve as the single point of contact for selected top-tier clients to manage credit card servicing and lifestyle needs.
• Drive lifestyle and account-related services delivered through concierge and partners to affluent clients.
• Develop merchant partnerships and programme benefits in the affluent space to offer unique experiences.
• Drive new acquisition of affluent customers through proactive relationship management.
• Collaborate with product and marketing teams to create a superior client journey.

Skills

Relationship management

Communication skills

Problem solving

Team player

Attention to detail

Education

Bachelor’s/University degree or relevant experience

Tools

MS Word

Excel

Job description

We are looking for Lifestyle Relationship Manager to support a client's High Net Worth Product Team. We are seeking someone who is experienced with Operational Processes and has excellent communication skills can work with Clients & Vendors.

The Lifestyle Relationship Manager is a developing professional role:

• Deals with most problems independently and has some latitude to solve complex problems.
• Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices.
• Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family.
• Applies analytical thinking and knowledge of data analysis tools and methodologies.
• Requires attention to detail when making judgments and recommendations based on the analysis of factual information.
• Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results.
• Breaks down information in a systematic and communicable manner.
• Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information.
• Moderate but direct impact through close contact with the businesses' core activities.
• Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
• The individual will be the single point of contact for selected top-tier clients to manage and support their credit cards servicing and lifestyle management needs with the objective of driving increased engagement measured through total billings.
• The individual will also be responsible for driving new acquisition of affluent customers and offering proactive and customized account management services which includes lifestyle and account related services delivered through concierge and other partners to OCBC’s ultra-high-net-worth clients with the objective of delighting them and delivering a highly memorable and personalised service.
• In addition, the individual will be required to engage and develop merchant partnerships and programme benefits in the affluent space to offer unique experiences and benefits for the affluent segment.
• The individual will also be involved in the product development to drive overall product KPIs.
• The individual will be the ambassador and subject matter expert to the product to both internal and external parties and will champion the service elements by reviewing and improving service standards.
• To work closely with the Affluent Product & Marketing team, Private Client Relationship Managers and Customer Service channels to create a superior product and customer journey for affluent segment together.
• To liaise, monitor and gate-keep the lifestyle services provided by external vendors.
• To do necessary research and complete logistics required to fulfil client requests while providing an exceptional client experience is the expected behavior and it will be measured by specific metrics.
• Assist with organizing logistics for client events.
• To design workflow for assigned projects and initiatives in line with objectives of the company.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding stakeholders and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
• Ensure that KYC/AML and other compliance norms are strictly adhered to.
• Bachelor’s/University degree or relevant experience.
• Minimum of 2-5 years in service management, marketing and/or team sales experience. Relevant experience in servicing affluent customers a MUST.
• Fluent and articulate in English, Cantonese (HK) and Mandarin (HK). Working knowledge of Chinese Dialects, Japanese or European languages will be a plus.
• Proficient in MS Word and Excel and the ability to learn new systems quickly.
• Outstanding problem solving skills with the ability to resolve complex customer service enquiries in a prompt, courteous and professional manner.
• Strong attention to details and administrative capabilities.
• An ability to demonstrate strong empowerment and decision-making skills with excellent verbal and written communications.
• A good team player, being cooperative and work effectively within the group.
• Required to attend events in the evenings and/or weekends.
• A flair for creativity and a genuine interest in travelling, fashion, the arts, music, sports, and theatre would be an added advantage.
• Ability to understand the lifestyle of affluent segment will be a plus