Senior/ Relationship Manager (Banking/ Financial Institution)

PEOPLE PROFILERS PTE. LTD.; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A leading company in financial services is seeking a candidate for client relationship management focused on loans. The role involves developing strategies to acquire and manage client relationships, preparing loan proposals, and ensuring compliance with regulatory requirements. Candidates should have a diploma in finance or business administration, along with sales and relationship management experience.

Qualifications

• Minimum 1 year experience in relationship management.
• Proven track record in sales and business development.
• In-depth knowledge of loan products is an advantage.

Responsibilities

• Develop and execute strategies to acquire new clients.
• Manage client relationships focusing on loans.
• Prepare and present loan proposals ensuring compliance.

Skills

Communication

Negotiation

Analytical skills

Sales

Education

Diploma in Finance or Business Administration

Tools

MS Office

CRM software

Job description

Responsibilities

• Develop and execute strategies to acquire new clients and expand existing relationships.
• Manage client relationships, focusing on loans including Commercial Property, Equipment and Machinery, Vehicle, and Land & Construction, as well as Hire Purchase agreements.
• Assess client financial needs and recommend appropriate loan products and solutions.
• Prepare and present loan proposals to clients, ensuring alignment with risk policies and regulatory requirements.
• Collaborate with internal stakeholders such as credit analysts, legal advisors, and product specialists to structure complex loan transactions.
• Monitor loan portfolio performance, conduct regular reviews, and manage credit risk effectively.
• Provide timely and accurate financial advice and support to clients.
• Stay updated on industry trends, market conditions, and regulatory changes affecting loan products.
• Maintain compliance with internal policies, procedures, and regulatory guidelines.
• Handle any other duties as assigned by management.

Requirements:

• Diploma in Finance, Business Administration, or a related field.
• Minimum 1 year of experience in relationship management within the financial services industry, with a focus on loans.
• Proven track record in sales and business development, with a strong network in Singapore’s financial market.
• In-depth knowledge of loan products such as Commercial Property, Equipment and Machinery, Vehicle, Land & Construction, and Hire Purchase is an advantage
• Excellent communication, negotiation, and presentation skills.
• Ability to work effectively under pressure and meet deadlines.
• Strong analytical skills and attention to detail.
• Proficiency in MS Office and CRM software.

Please submit your updated resume in Word format by using the Apply Now Button.
We regret that only shortlisted candidates will be notified.

Email resume to [e-mail]

People Profilers Pte Ltd, 20 Cecil Street, #08-09, PLUS Building, Singapore 049705.
Tel: [phone]

http://www.peopleprofilers.com
EA License Number: 02C4944
Registration Number: R1872398

Posting Personnel: Ng Jwee Ken

Ref: L4Y6697V

People Profilers Pte Ltd (“People Profilers”) has entered into a Partnership Recruitment Collaboration with Employment and Employability Institute Pte Ltd (“e2i”), to extend the support of hiring beyond e2i’s resources to broaden the reach of jobseekers.

This is in partnership with the Employment and Employability Institute Pte Ltd (“e2i”).

e2i is the empowering network for workers and employers seeking employment and employability solutions. e2i serves as a bridge between workers and employers, connecting with workers to offer job security through job-matching, career guidance and skills upgrading services, and partnering employers to address their manpower needs through recruitment, training, and job redesign solutions. e2i is a tripartite initiative of the National Trades Union Congress set up to support nation-wide manpower and skills upgrading initiatives. By applying for this role, you consent to People Profilers’s PDPA and e2i’s PDPA (https://www.e2i.com.sg/pdpa/).