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Relationship Manager – Retail Banking (Home Loan, Remittance, up to $5.8k) (ID: 680136)

PERSOLKELLY SINGAPORE PTE. LTD.

Singapore

On-site

SGD 60,000 - 80,000

Full time

7 days ago
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Job summary

A leading recruitment agency in Singapore is seeking an experienced banking professional to acquire high net worth accounts and deposits. The role involves outbound sales, KYC compliance, and maintaining client relationships. Candidates should have a Bachelor’s degree and relevant experience in Retail Banking. This position offers an opportunity to engage with high-value clients and a customer-centric work environment.

Qualifications

  • Minimum 2-5 years experience in a Retail Banking or Relationship Management role.
  • Strong knowledge of consumer banking products and services.
  • Ability to work independently and within a team to meet targets.

Responsibilities

  • Acquire high quality accounts and deposits from high net worth individuals.
  • Source customers through outbound calls and physical visits.
  • Ensure adherence to KYC and regulatory guidelines.

Skills

Interpersonal skills
Communication skills
Sales skills
Customer-centric mindset

Education

Bachelor’s Degree in Business, Finance, Economics, or related field

Job description

Job Purpose:

To acquire high quality and high value accounts and deposits from targeted segment in Singapore market and cross sell relevant services and products such as Home Loan, Remittances, etc based on extant and applicable regulatory framework.

Responsibilities:

  • New High Net Worth Individual/Qualified Depositor Bank Account Opening and related KYC documentation.
  • To source customers through outbound phone calls (cold calls) and physical visits to Individuals with a view to acquire deposit accounts.
  • Scouting and reaching out to target set of clients.
  • Reaching out to target clients.
  • Outbound customer outreach and doing sales pitch.
  • Doing individual KYC.
  • Cross sell remittances and Home loan and other relevant products/services.
  • Ensure adherence to the Know Your Customer (KYC) and AML/CFT norms.
  • Maintaining relationship with Key Accounts and ensure timely processing of remittance transactions.
  • To attend to customer queries/complaints and ensure they are resolved and nil escalation / operational loss to bank.
  • To ensure complete adherence to regulatory guidelines and organizational policies and procedures.
  • Any other relevant task or project as assigned by the Reporting Manager.

Requirements

  • Bachelor’s Degree in Business, Finance, Economics, or a related field.
  • Minimum 2-5 years experience in a Retail Banking or Relationship Management role.
  • Strong knowledge of consumer banking products and services.
  • Excellent interpersonal, communication, and sales skills.
  • Customer-centric mindset with the ability to build trust and rapport.
  • Ability to work independently and within a team to meet targets.
  • High level of integrity and professionalism.

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)

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