Relationship Manager

USMART SECURITIES (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services firm in Singapore is seeking a dedicated Relationship Manager to support roadshow events and branch-based services. The role involves shift work, including weekends and public holidays, to deliver exceptional customer service and enhance client engagement through personal interactions. Candidates should have prior experience in a client-facing financial role and strong communication skills.

Qualifications

• Prior experience in a client-facing financial services or banking role.
• Eligibility or interest in obtaining relevant regulatory licenses.

Responsibilities

• Serve as the first point of contact for clients during roadshows and at the branch.
• Conduct client consultations to understand their financial goals.
• Support branch activities including client onboarding and product inquiries.
• 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.

Skills

Strong interpersonal and communication skills

Client-focused approach

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 products).
• Strong interpersonal and communication skills.
• Flexibility to work on a shift basis, including weekends and public holidays.