Relationship Manager (Banking)

BGC GROUP PTE. LTD.; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A leading financial services firm in Singapore is seeking an experienced Relationship Manager to manage and develop relationships with high-profile clients. The successful candidate will provide exceptional customer service and financial solutions while managing operational risks. A strong background in banking with over 5 years of sales experience, understanding of Wealth Management products, and fluency in Mandarin and Cantonese are essential for this role, which aims to drive business growth in Wealth and Retail Banking.

Qualifications

• 5+ years of banking sales experience.
• Excellent communication and interpersonal skills.
• Ability to learn new products and services quickly.

Responsibilities

• Provide outstanding client experiences.
• Organise and close customer requests.
• Build long-term relationships with clients to manage and protect their wealth.

Skills

Wealth Management

Account Management

Exceptional Customer Service

Relationship Management

Financial Analysis

Mandarin Chinese

Cantonese

Retail Banking

Operational Risk

Treasury

Loans

Private Banking

Equities

Education

Degree holder

Job description

Roles & Responsibilities

Role Summary

Our client is looking for an experienced Relationship Manager responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank’s strategic objectives in Wealth and Retail Banking. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements.

Key Responsibilities

• Provide outstanding client experiences.
• Organised, follow‑up leads, complete and record appointments, close customer requests.
• Build relationships for the long‑term and understand clients financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.
• Keep abreast of market trends, new product offerings and the latest campaigns.

Our Ideal Candidate

• Banking knowledge with 5+ years of sales experience.
• Degree holder.
• Excellent communication, interpersonal and relationship building skills.
• Ability to learn new products and services quickly.
• Courageous, creative, responsive, and trustworthy.

Role Specific Technical Competencies

• Market awareness and benchmarking.
• Wealth Management Product Knowledge.
• Account Management (of HNW Individuals) Experience.
• Experience in managing Hong Kong and Greater China markets.
• Good understanding and command of Cantonese and Mandarin as the incumbent will be supporting Hong Kong and Greater China markets.
• Technical knowledge and expertise in consumer banking products (i.e. Treasury, Equities, Funds, Insurance, etc.)

Tell employers what skills you have

• Wealth Management
• Account Management
• Referrals
• Treasury
• Exceptional Customer Service
• Relationship Management
• Wealth
• Loans
• Mandarin Chinese
• Private Banking
• Cantonese
• Retail Banking
• Financial Analysis
• Banking
• Operational Risk
• Ability To Learn
• Equities