Relationship Manager

USMART SECURITIES (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

USMART SECURITIES (SINGAPORE) PTE. LTD. is seeking a Relationship Manager to support roadshows and branch services, delivering outstanding client service and deepening client engagement through face-to-face interactions.

The role involves shift work, including weekends and public holidays, to meet client needs and optimize event and branch schedules. Prior client-facing financial services experience is preferred, with eligibility to obtain relevant regulatory licenses.

Qualifications

• Experience in a client-facing financial services or banking role.
• Eligibility or intent to obtain regulatory licenses for selling investment or insurance products.

Responsibilities

• Serve as the first point of contact for clients during roadshows and at the branch, providing professional financial advice and support.
• Conduct client consultations to understand financial goals and recommend suitable products or services.
• Support branch activities including client onboarding, product inquiries, and service requests.
• Coordinate logistics and client engagement during weekend and public holiday roadshows.
• Maintain accurate client records and ensure regulatory compliance.
• Contribute to team targets and business development efforts.
• Assist in internal handovers during shifts to ensure continuity of service.

Skills

Interpersonal skills

Client-facing

Job description

Position Overview:

We are seeking a dedicated and client-focused Relationship Manager to primarily support both roadshow events and branch-based services. This role is crucial in delivering outstanding customer service and deepening client engagement through face-to-face interactions.

This role involves shift work, including weekends and public holidays, to meet client needs and optimize our event and branch schedules.

Key Responsibilities:

• Serve as the first point of contact for clients during roadshows and at the branch, providing professional, tailored financial advice and support.


• Conduct client consultations to understand their financial goals and recommend appropriate products or services.


• Support branch activities including client onboarding, product inquiries, and service requests.


• Coordinate logistics and client engagement during weekend and public holiday roadshows.


• Maintain accurate client records and ensure all regulatory requirements are met.


• Actively contribute to team targets and business development efforts.


• Assist in internal handovers, especially during shifts, to ensure continuity of service.

Requirements:

• Prior experience in a client-facing financial services or banking role.


• Eligibility or interest in obtaining relevant regulatory licenses (e.g., for selling investment or insurance products).


• Strong interpersonal and communication skills.


• Flexibility to work on a shift basis, including weekends and public holidays.