Relationship Manager (Roadshow & Branch Focused)

USMART SECURITIES (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 48,000 - 72,000; Full time

Job summary

A leading financial services firm in Singapore is seeking a dedicated Relationship Manager to enhance client engagement through roadshow events and branch services. This role requires strong interpersonal skills and flexibility for shift work, including weekends and public holidays, to provide tailored financial advice and support to clients.

Qualifications

• Prior experience in a client-facing financial services or banking role.
• Eligibility or interest in obtaining relevant regulatory licenses.
• Flexibility to work on a shift basis, including weekends and public holidays.

Responsibilities

• Serve as the first point of contact for clients during roadshows and at the branch.
• Conduct client consultations to understand financial goals and recommend products.
• Support branch activities including client onboarding and service requests.

Skills

Interpersonal skills

Communication skills

Client engagement

Job description

Position Overview:

We are seeking a dedicated and client-focused Relationship Manager to primarily support both roadshow events and branch-based services . This role is crucial in delivering outstanding customer service and deepening client engagement through face-to-face interactions.

This role involves shift work , including weekends and public holidays , to meet client needs and optimize our event and branch schedules.

Key Responsibilities:

• Serve as the first point of contact for clients during roadshows and at the branch, providing professional, tailored financial advice and support.
• Conduct client consultations to understand their financial goals and recommend appropriate products or services.
• Support branch activities including client onboarding, product inquiries, and service requests.
• Coordinate logistics and client engagement during weekend and public holiday roadshows.
• Maintain accurate client records and ensure all regulatory requirements are met.
• Actively contribute to team targets and business development efforts.
• Assist in internal handovers, especially during shifts, to ensure continuity of service.

Requirements:

• Prior experience in a client-facing financial services or banking role.
• Eligibility or interest in obtaining relevant regulatory licenses (e.g., for selling investment products).
• Strong interpersonal and communication skills.
• Flexibility to work on a shift basis , including weekends and public holidays .