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

As a Relationship Manager, you'll own the full client journey from the moment Marketing hands off a prospect, through account opening, first funding and first trade, to ongoing servicing, retention and reactivation. You'll be the primary point of contact for a portfolio of retail trading clients, working to maximize their lifetime value while ensuring every interaction reflects our regulatory and service standards.

Beyond day-to-day account management, you'll represent the company at premium client events, in-house seminars, trade fairs and financial expos, and you'll need to pass the relevant CMFAS exams to be appointed as a Licensed Representative.

Key Responsibilities:

Operational Duties

• Oversee day-to-day flow across the sales funnel, resolve clients' issues promptly, execute service recovery, monitor client satisfaction and drive Net Promoter Score.
• Identify and propose initiatives to improve sales efficiency, resilience and service quality.
• Manage a portfolio of clients, ensuring satisfaction with our products and services.
• Deliver against KPIs including sales conversion, first-time deposits, introductory calls, CBV and referrals.

Education

• Guide clients through our education programme, tailored to their trading experience and needs.
• Host in-house seminars and webinars.
• Collaborate with external educators and trainers.

Events

• Plan and manage roadshows, investment fairs, conferences and premium client events.
• Engage prospects and clients to drive referrals and new accounts.

Cross-functional Collaboration

• Work closely with Marketing, Compliance and Client Service teams to align on operational strategy and service standards.

Qualifications and experience:

Minimum Qualifications

• Diploma or degree in any discipline.
• Meets MAS's Fit and Proper Criteria, including integrity, competence and regulatory reputation/history.
• Meets the eligibility criteria to be appointed as a Representative for CMS Licensees, including minimum academic qualification and examination requirements.
• Good understanding of the MAS regulatory environment, particularly when servicing and offering financial products to retail clients.
• Demonstrated experience in financial sales, with a focus on retail clients.
• At least 3 years of experience in financial services operations within MAS-regulated firms, preferably with exposure to products such as securities, OTC derivatives (including CFDs), collective investment schemes, and knock-out options.
• Experience in retail investments, trading and/or retail financial services.
• Strong analytical, problem-solving and stakeholder engagement skills.
• Excellent written and verbal communication skills in English.
• Experience handling client complaints.
• High ethical standards and commitment to integrity and transparency.
• Resilient under pressure and adaptable in a fast-paced environment.

Preferred Qualifications

• Experience in fintech, brokerage, asset management or capital markets.
• Knowledge of CRM and enterprise workflow systems.
• Demonstrated skill in building client relationships.
• Prior experience in a client servicing function.

The company’s name, detailed business information will be shared with shortlisted candidates during the next stage of the recruitment process.