Relationship Manager

Confidential; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

Confidential is seeking a Relationship Manager to own the client journey from prospect hand-off through account opening, funding, and ongoing servicing. You will be the primary contact for a retail trading client portfolio, driving lifetime value with adherence to regulatory standards.

Responsibilities include managing a portfolio, achieving KPIs, and representing the firm at premium client events and seminars while building strong client relationships.

Qualifications

• Minimum qualifications in finance with MAS regulatory exposure.
• Experience in financial sales to retail clients.
• Strong analytical and stakeholder engagement abilities.
• Excellent spoken and written English.
• Experience handling client complaints and ensuring service quality.

Responsibilities

• 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.

Skills

Financial sales

Retail clients

Analytical skills

Problem-solving

Stakeholder engagement

Verbal communication

Written communication

Client complaints handling

Integrity & ethics

Education

Diploma or degree in any discipline

MAS Fit and Proper Criteria

CMS Licensees eligibility criteria

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.