Senior Relationship Manager

Tardis Group; Singapore; On-site; SGD 70,000 - 120,000; Full time

Job summary

Tardis Group is seeking a Relationship Manager for the Priority Clients segment in Singapore to maximise new business, deepen customer relationships, and uphold service standards across Asia, Africa and the Middle East.

You will conduct professional financial analysis and profiling, provide market updates on products, plan monthly sales activities, participate in marketing efforts, source prospects, and ensure AML and regulatory compliance.

Qualifications

• CMFAS Examinations completed.
• Achieved individual sales targets.
• Delivery of agreed customer service standards.
• Strong operational controls and sales compliance discipline.

Responsibilities

• Maximise new business, acquisition, referral opportunities and deepen relationships to service standards for Priority Clients.
• Conduct professional financial analysis and profiling sessions with customers to meet needs and objectives.
• Foster and deepen relationships by providing market information updates and trend analysis on local/international products.
• Develop monthly plans with managers to achieve or exceed sales targets for new business and client acquisition.
• Source and engage individual prospects and participate in marketing activities for customer acquisition.
• Provide quality and efficient after-sales service and manage client retention and anti-attrition initiatives.
• Organize and conduct presentations to groups, clubs, associations, and organizations; solicit referrals.
• Ensure AML compliance and regulatory controls are followed.

Skills

Relationship management

Sales targeting

Financial analysis

Regulatory compliance

Client presentation

Education

CMFAS Examinations

Job description

We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.

We are committed to promoting equality in the workplace and creating an inclusive and flexible culture where everyone can realize their full potential and make a positive contribution to the organization.

Job Purpose

• Maximize new business, acquisition, referral opportunities and deepen existing customer relationships to the specified service standards for the Priority Clients segment.

Role Responsibilities

Implementation and Oversight of Individual Responsibilities

• Conduct professional, consultative financial analysis and profiling sessions with customers to meet their financial needs and objectives.
• Foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
• In consultation with team managers and sales leaders, develop monthly plans for achieving or exceeding sales targets to meet new business and customer acquisition goals.
• Participate in marketing and promotional activities for customer acquisition.
• Source and engage individual prospects.
• Provide quality and efficient after-sales service.
• Manage client retention and anti-attrition initiatives.
• Organize and conduct sales presentations to groups, clubs, associations, companies, and other organizations.
• Solicit referrals from internal stakeholders and business partners.
• Comply with all applicable anti-money laundering requirements and report suspicious activities through established procedures.
• Ensure compliance with all regulations and controls established by the bank and external regulatory authorities.

Key Responsibilities

• Maintain awareness and understanding of the organization’s business strategy and sales model relevant to the Relationship Manager role.

Business

• Maintain awareness and understanding of the broader business, economic, and market environment.

Processes

• Responsible for executing sales targets.

People & Talent

• Set appropriate expectations and collaborate effectively with clients and internal stakeholders, referral partners, and operations teams.
• Maintain compliance with applicable regulatory requirements governed by MAS.

Governance

• Maintain awareness and understanding of the regulatory framework and expectations relevant to the role.

Skills and Experience

Regulatory & Business Conduct

• Display exemplary conduct and uphold the organization’s values and code of conduct.
• Take personal responsibility for maintaining the highest standards of ethics, regulatory compliance, and business conduct.
• Contribute to achieving fair client outcomes, market integrity, financial crime compliance, and a positive risk culture.
• Identify, escalation, mitigate, and resolve risk, conduct, and compliance matters effectively and collaboratively.

Key Stakeholders

• Treasury, Investment and Insurance Specialists, Internal and External Stakeholders.

Ideal Candidate

• CMFAS Examinations.
• Achievement of individual sales targets.
• Delivery of agreed customer service standards.
• Strong operational controls and sales compliance discipline.

Role Specific Technical Competencies

• Strong understanding of Wealth Management and Banking principles, products, and processes.
• Minimum 3 years of experience as a Relationship Manager.
• Experience managing clients from Philippines, Malaysia, Indonesia, India/NRI, Greater China, or other international markets.
• Proficiency in one or more of the following languages to support respective markets: