Senior Relationship Manager (Banking - Onshore)

[Job ID: 401769]

Responsibilities:
Providing personalized financial services to high-net-worth individuals (HNWIs) and affluent clients. The primary goal is to build strong relationships and offer tailored banking solutions to meet their financial needs.
  • Develop and maintain long-term relationships with HNW Banking clients, providing them with personalized financial advice and services.
  • Identify and acquire new HNW clients through referrals, networking, and proactive sales efforts. Cross-sell banking products such as savings accounts, credit cards, loans, investments, and insurance
  • Understand clients' financial goals and provide customized solutions in wealth management, investments, insurance, Bonds, Equities, other banking services.
  • Oversee the portfolio of HNW clients, ensuring their financial objectives are being met and providing proactive recommendations for portfolio optimization.
  • Provide exceptional customer service to retain and grow relationships, ensuring high levels of client satisfaction.
  • Work with internal teams (e.g., product specialists, credit officers) to deliver comprehensive solutions to clients, and ensure smooth execution of client transactions.
  • Stay informed about the latest market trends, competitor offerings, and economic conditions to offer clients the most relevant financial advice.
  • Ensure all activities and transactions adhere to regulatory guidelines and the bank’s internal policies to manage risks effectively.
  • Engage with clients through networking events, marketing campaigns, seminars, and roadshows to expand the bank’s reach within the priority customer segment.
Requirements:
  • Bachelor's degree holder
  • Prior experience in banking, wealth management, or financial services on sales and client relationship management.
  • Cmfas paper: RES1A, RES1B, RES2B, RES5, M8, M8A, M9, M9A, CM-SIP, CM-EIP, HI
We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.
Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Sandy Ng Mei Qi
EA Personnel Registration Number: R24125475
EA License No.: 07C5771

About the recruiter

Employer questions

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Company profile

Company Logo for Good Job Creations
Human Resources & Recruitment11-50 employees

Good Job Creations Singapore (License Number: 07C5771) provides total HR solutions with core values of customer focus, teamwork, professionalism and contribution to the society and our clients. Our vision is to create opportunities for Asian talents in Singapore and across the region. For more information, visit us at www.goodjobcreations.com.sg

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.

EA License No.: 07C5771

Kimiya Shibazaki

Registration NO.: ​R1325719

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Contact: +65 6258 8051

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Company information

Registration No.201404621G
EA No.07C5771

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