Relationship Manager

Confidential; Singapore; On-site; SGD 70,000 - 110,000; Full time

Job summary

Confidential is seeking a Relationship Manager in Singapore to own the full client journey from prospect handoff to ongoing servicing. You will be the primary contact for a portfolio of retail trading clients, aiming to maximize lifetime value while upholding regulatory and service standards.

You will represent the company at premium client events and must pass CMFAS exams to be appointed as a Licensed Representative.

Qualifications

• Demonstrated experience in financial sales with retail clients.
• MAS regulatory knowledge and fit/reputable regulatory history.
• Experience in MAS-regulated firms handling securities or derivatives is preferred.
• Strong written and verbal English communication.

Responsibilities

• Oversee day-to-day flow across the sales funnel and resolve client issues promptly.
• Drive service quality, improve sales efficiency, and monitor client satisfaction.
• Manage a portfolio of clients, ensuring satisfaction with products and services.
• Deliver on KPIs: conversions, deposits, referrals, and calls.
• Plan and execute premium client events, roadshows and conferences.
• Collaborate with Marketing, Compliance and Client Service teams.

Skills

Client relationships

Analytical thinking

Stakeholder engagement

Communication skills

Regulatory awareness

Education

Diploma or degree (any discipline)

Job description

Reports to: Chief Clients Officer

Type of employment: Full-time

Location: Singapore

Job overview

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.