Relationship Manager

Swissquote; Singapore; On-site; SGD 90,000 - 100,000; Full time

Job summary

A financial services firm in Singapore is seeking an experienced Relationship Manager responsible for developing and maintaining client relationships, managing account openings, and driving new business opportunities. Ideal candidates will have 6-8 years of relevant experience, a strong understanding of financial markets, and multilingual abilities. This is a full-time position requiring a client-first approach and the ability to work under pressure.

Qualifications

• 6-8 years of experience in private wealth management or related roles.
• Strong understanding of financial markets and Wealth Management.
• Ability to communicate in multiple languages including English and Mandarin.

Responsibilities

• Develop and maintain strong client relationships.
• Manage the account opening process for clients.
• Proactively seek business development opportunities.

Skills

Business Development

Sales Experience

Wealth Management

Relationship Management

Customer relationship management

Financial Services

Job description

Relationship Manager reporting to the Head Sales Team the candidate will be responsible for the following :

• Primarily focus on developing and maintaining strong client relationships by providing high quality customer service to existing clients and to increase the share of wallet
• Front-to-back responsibility for the account opening process of end-clients of our institutional partners by conducting proper documentation review and analyzing KYC pack received from partners for Compliance review submission
• Proactively engage with clients to increase the AuM and Revenues and seek business development opportunities to bring new prospective Partners and clients
• Act as the Senior account manager and day-to-day point of contact for your clients (front to back responsibility of client relationships) and the wider institutional community in Asia-Pacific
• Act as a full member of the Firms Institutional Sales team and be involved in regular market landscape updates and competitive analysis sessions with Management team
• Be part of key internal projects on new-to-market or expansion of Swissquote products and services for the target market
• Identify and pursue new business opportunities within existing and new client relationships
• Participate in networking events and industry conferences to enhance business presence
• Engage with Clients and understand their needs in order to find and develop solutions
• Utilise a consultative approach to identify client needs and provide client-focused solutions working closely with various internal departments (locally and in Headquarters).

Qualifications

• 6-8 years of experience in private wealth management client relationship management or a similar role with a financial institution licensed by MAS or equivalent jurisdiction supervision
• Strong understanding of financial markets and the Wealth Management space (ideally private banking background)
• Ability to communicate effectively in a verbal and written form in multiple languages including as mandatory English and as a preference Mandarin - Chinese
• Singaporean or Permanent Resident.

Additional Information

• Reliable work ethic with exception level of accuracy and attention to detail
• Ability to build strong rapport and trust with clients and stakeholders by having a Client-first approach and commitment to high-class service
• Being able to work in a team and autonomously and under pressure
• Ability to address client inquiries and issues promptly and effectively
• Proactive and an ability to use initiative
• Good communication and interpersonal skills and effective in maintaining working relationships with all stakeholders
• Strong sense of urgency and high energy
• Strong verbal and written communication skills to articulate complex strategies and findings clearly to clients and internal teams
• Strong business acumen for successful client acquisition and retention particularly among UHNWIs and institutional partners.

Remote Work: No

Employment Type: Full-time

Key Skills

Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry

Department / Functional Area : Sales

Vacancy : 1