Relationship Manager

ZACD Group; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

A leading investment firm is seeking a Relationship Manager to build and maintain strong relationships with high net worth clients. This role involves advising clients on bespoke investment products, managing client interactions and addressing their needs, while ensuring compliance with industry regulations. The ideal candidate has a background in finance, demonstrates excellent networking skills, and is experienced in managing high-value client relationships effectively.

Qualifications

• 2 years of experience managing high net worth clients is advantageous.
• Strong judgment and big-picture thinking required.
• Successful track record with executive decision makers needed.

Responsibilities

• Manage client relationships and build new ones through networking and referrals.
• Advise on ZACD’s investment products and perform compliance checks.
• Maintain communication with clients, providing updates on investments.

Skills

Client relationship management

Networking

Business development

Communication

Problem-solving

Education

Diploma in Banking/ Financial services

Job description

Job Objectives

The Relationship Manager is responsible for active client management strategies and acquisition through networking, marketing activities and ongoing dialogue with a few key selected clients. He/ she is focused on building strategic relationships with these select clients.

He/ She provides product advisory on bespoke products that meet clients' needs. He/ she is the main point-of-contact for all client relationship matters. He/ she also conducts analysis and monitors his/ her clients to proactively manage any potential risks or issues.

The Relationship Manager possesses decorum in all his interactions with internal and external stakeholders. He/ she is a team player and takes responsibility for his/ her actions and can be held accountable to meet timelines. He/ she is able to network and build connections to drive new business opportunities. He/ she possesses poise and maturity in handling difficult client situations.

He/ she is driven and motivated to provide the best service possible to his/ her clients. He/ she is resourceful and results-oriented. He/ she understands the intricacies of working with global clients and is able to adjust communications and strategies to meet client expectations.

Job Responsibilities

i. Pre-Investment

• Create and establish interpersonal relationships with existing and potential investors

• Build on a strong referral network (Wealth Club)

ii. Investment

• Build up knowledge and expertise on market overview (real estate and finance), other industry practices and products; ZACD investment products

• Advise and promote our investment products/opportunities (Fund raising/AUM – Asset Under Management)

• Comply with the current regulatory standards

iii. Post-Investment

• Become trusted advisor to clients and strengthening their loyalty

• Regular updates to clients on their investments with ZACD and gather feedback

• Assist operations (Middle office) in client documentation

• Developing new business and partnership with clients

iv. Others

• Acquire new clients for ZACD Group

• Market and sell the full suite of products and services especially the funds to the high net worth clients of accredited investors

• High net worth with the focus on family business would be an advantage

• Develop and maintain client relationships by establish long term partnerships

• Be able to identify business opportunities

• Achieve collaborate and promote cooperation with other business areas e.g. SLP; to maximize business opportunities

• Achieve sustainable and consistent financial performance aligned to agreed KPIs

• Identify and capture cross-selling opportunities

• Proactively generate and develop prospects

• Identify any product, service, operational, or client coverage gaps, and take the lead in ensuring resolution

• Ensure all regulatory and legal requirements and standards are met

• Be compliant with internal policies processes, guidelines and best practices standards according to legal and compliance requirements and sales efficiency industry standards

• Fulfil required team responsibilities – Sales reporting, expenses, conference calls, and meetings

Job Requirements

• Minimum Diploma in Banking/ Financial services

• 2 years of experience in managing high net worth clients will be an added advantage

• Strong judgment and big-picture thinking on top of industry or functional expertise

• Possess a successful track record of developing, managing, and growing strong relationships with executive decision makers and influencers

• Takes charge of his/her personal development

• Demonstrates effectiveness in self-management