Total 18,868 relationship manager job vacancies in Indonesia

Job Summary

Manage and expand a portfolio of banks and NBFI clients in Singapore and the RCEP region, driving new business opportunities and delivering expert financial and credit analysis to support lending and capital markets activities.

Responsibilities

• Manage and grow a portfolio of banks and NBFI clients in Singapore and the RCEP region to increase business revenue and market presence
• Identify and capture new business opportunities by targeting NBFI clients and expanding client base
• Prepare detailed credit applications and conduct financial analysis to evaluate client creditworthiness and risk
• Perform risk evaluation and conduct annual account reviews to ensure portfolio quality and compliance
• Pitch and advise clients on cash management, trade finance, loans, treasury, and capital markets products in collaboration with internal and overseas teams to meet client needs
• Support loan syndication and bilateral lending by ensuring all covenants and terms are met for successful deal closure
• Contribute to process enhancements, system improvements, and operational projects to increase efficiency and effectiveness
• Maintain strong client relationships by responding promptly to ongoing account enquiries and providing expert advice
• Support internal and regulatory reporting requirements by preparing accurate and timely reports

Required competencies and certifications

• Bachelor’s degree or higher in Finance, Economics, or related discipline
• Minimum 10 years of relevant financial institution sales and credit analysis experience with banks or NBFI
• Proven ability to build and leverage a strong client network and marketing capabilities in the NBFI sector, including Asset Managers, Hedge Funds, Private Equity, and Family Offices
• Solid understanding of credit evaluation, loan accounting, capital markets products, and cross-border transactions such as QFII, CIBM, Bond Connect, and OTC
• Excellent communication skills in English to effectively engage clients and internal teams
• Self-motivated, proactive, and results-driven with the ability to thrive in a fast-paced, dynamic environment
• Team player with demonstrated ability to collaborate across functions and regions

Preferred competencies and qualifications

• Basic Chinese reading and spoken skills to support communication with regional clients
• At least 3 years of experience in global markets sales to enhance product advisory capabilities

What is the opportunity?

As the member of Client Support Desk, Wealth Management Asia, you will report to the Heads of Sales Management Asia and support the entire RBC Wealth Management Asia. You would be key to the growth strategy of RBC WMA, be part of training and developing new relationship manager ("RM") and onboarding of new clients.

What will you do?

• Independently handle new account openings, account maintenance, asset transfers, loans, payments, order taking, and product recommendations.

• Develop and mentor the onboarding of new relationship manager.

• Provide assistance and guidance for new client / RM’s queries and interest on RBC WMA’s offering and product capabilities.

• Ensure timely and accurate execution of client requests and transactions.

• Independently manage both client accounts and relationships (including product and services queries, pricing and execution).

• Be familiar and adhere to Bank’s code of conduct, KYC, due diligence, AML and cross border regulation and compliance to policies and procedures as well as regulatory requirements

• Works collaboratively and endeavours to build good working relationships with other key stakeholders.

• Partner with Sales Management Office and follow the WMA growth strategy and initiatives.

• Participates in projects which drives the positives changes over WMA platforms and client experiences.
  

What do you need to succeed?

Must-have

• University degree in Business Management, Finance, Economics or other relevant professional finance qualifications

• CACS Paper 1 and 2

• At least 3-5 years’ relevant experience in private banking/wealth management platform, preferably in roles of ARM/Client due diligences.

• Strong interpersonal and influencing skills are essential.

• Highly articulate in both written and verbal business communication.

• Solid investment products knowledge and sound understanding of relevant external regulations governing the business

• Knowledgeable and experienced across KYC/AML/Compliance.

• Self-motivated individual with a positive change mindset. Comfortable with direct communication both internally (with functional partners) and externally (with prospects or clients)

• Advanced Bloomberg & Reuters

• Fluency in English language skills is essential

Nice-to-have

• Avaloq system knowledge is preferred

• This role requires speaking to clients from North Asia and South East Asia, proficiency in Mandarin, Cantonese, Bahasa or Thai is nice-to-have.

Company Overview

Founded in 2017, Firmus Capital is a boutique investment management firm focused on value creation across sectors and regions. With offices in Singapore and Australia, it manages about S$700 million in assets, specializing in growth-oriented commercial real estate in Asia Pacific.

Job Summary

Lead the development of Firmus Capital’s China investor base and capital raising efforts. Manage investor relationships and CRM processes while contributing to marketing and investment strategy through market research and regulatory insights.
The role reports to the Head of Investments Management and shall include but not limited to the following:

Responsibilities

• Develop and expand the Company’s China investor base to raise capital for investment funds, including co-investments, segregated accounts, and discretionary/non-discretionary mandates
• Manage the Customer Relationship Management (CRM) system by maintaining the China investor capital database and overseeing capital raising processes and methodologies
• Assist client onboarding by supporting investors’ KYC/AML requirements, regulatory clearances, and ongoing KYC/AML monitoring to ensure compliance
• Handle investor inquiries and provide timely, accurate reporting to maintain strong investor relationships
• Collaborate in creating marketing collateral and updating the company’s corporate profile to support capital raising initiatives
• Conduct research and gather market intelligence to inform and contribute to the firm’s investment management strategy, including monitoring competitive, regulatory, and industry best practices

• Develop and strengthen client relationships with the Bank in accordance with relevant business goals.
• Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
• Up-sell and provide regular market colours and trend analysis to these customers.
• Contribute to the bottom-line of Private Banking through the accomplishment of profit and growth targets.
• Ensure superior customer service and contribute to the overall customer experience of the Bank.
• Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.
• Identify changes in regional market practice and regulatory requirements to develop and improve systems, frameworks and tools
• NOT NECESSARY TO ONBOARD AUM

Requirements

• University graduate with minimum 3 - 5 years of relationship manager experience.
• Sound understanding of economics, best market practices and investment products in the wealth management business.
• CACS certification requirements
• Good team player with strong interpersonal and communication skills to work well with all levels of counterparts.
• Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and meet project deadlines.

Interested candidates please email resume in MS Word format to recruit@waterstone.com.sg

Please state your last drawn and expected package, relevant skill sets and the position you are applying for.

Resumes collected will be kept in strict confidence and used for recruitment purposes only.

Job Description:

• In charge of managing and developing relationships with an assigned portfolio of existing customers to enhance retention and business growth.
• In charge of sourcing and pursing new sales opportunities through prospecting, cold outreach, and networking activities.
• Responsible in keeping accurate and updated customer information while preparing regular sales performance reports
• Communicate regularly with clients to understand their needs and recommend suitable solutions.
• Work closely with internal departments to ensure smooth coordination and a positive customer experience.
• In charge of supporting the planning and implementation of sales strategies that contribute to the company’s business objectives.

Requirements:

• Min Nitec and above
• Minimum 3 years of working experience in inside sales / account management in the car rental industry
• Familiarity with CRM platforms and analytical tools for monitoring and reporting sales activities.

To submit your application, please apply online apply@rn-care.com or call +(65) 6220 0847 for private and confidential discussion.

Your interest will be treated with the strictest of confidence. We regret that only shortlisted candidates will be notified or contacted.

RN Care Pte. Ltd.
EA License No: 17C8900

Job Description:

• In charge of managing and developing relationships with an assigned portfolio of existing customers to enhance retention and business growth.
• In charge of sourcing and pursing new sales opportunities through prospecting, cold outreach, and networking activities.
• Responsible in keeping accurate and updated customer information while preparing regular sales performance reports
• Communicate regularly with clients to understand their needs and recommend suitable solutions.
• Work closely with internal departments to ensure smooth coordination and a positive customer experience.
• In charge of supporting the planning and implementation of sales strategies that contribute to the company’s business objectives.

Requirements:

• Min Nitec and above
• Minimum 3 years of working experience in inside sales / account management in the car rental industry
• Familiarity with CRM platforms and analytical tools for monitoring and reporting sales activities.

To submit your application, please apply online apply@rn-care.com or call +(65) 6220 0847 for private and confidential discussion.

Your interest will be treated with the strictest of confidence. We regret that only shortlisted candidates will be notified or contacted.

RN Care Pte. Ltd.
EA License No: 17C8900

• 5 Work Days; 10AM - 7PM

Convenient Locations (Walk Distance from MRT)

Duties:

• Deliver warm, personalized service to customers before, during, and after treatments.
• Manage customer schedules and coordinate with staff for seamless operations.
• Maintain accurate records of treatments, sales, and customer data.
• Oversee shop facilities, inventory, and cashier duties.
• Ensure staff follow company SOPs and support onboarding of new team members.
• Handle customer inquiries and provide expert guidance on treatments and packages.

Requirements:

• Only for Singaporeans.
• Minimum 2 years’ experience in customer service or relations, ideally in a beauty or service-focused industry.
• Organized, friendly and proactive in managing customer needs.

Kindly send your resume to 9728 9671 !!!

Roles & Responsibility:

• Attend to all patients’ inquiries, either through call-in or walk-in, promptly and courteously.
• Register patients, either for an appointment or walk-in treatment.
• Upon completion of consultation and treatment, discharge patients by dispensing medication, collecting accurate payment, and scheduling of next appointments.
• Collect payment accurately, either by cash, nets, cheques, or credit cards.
• Enter every consultation and treatment fee as well as sales of products into the computer accurately.
• Print receipts/tax invoices and medical certificates from the computer.
• Filing of patients’ treatment cards.
• Maintain the cleanliness and neatness of the clinic at all times.
• Check and receive delivery of clinic’s supplies from Approved Vendor.
• Pack clinic supplies and medications received in the prescribed manner.
• To carry out any other reasonable duties and responsibilities as and when assigned by the Company, the Doctors, Clinic Supervisor(s), or AM of the clinic.

Requirements:

• Candidate must possess at least a Nitec and above, in any field.
• Required communication skills, Inter-Personal Skills.
• No work experience is required for entry-level Patient Relationship Officer.

Job Description

1. Support Relationship Managers (RMs) in maintaining and strengthening client relationships through effective account servicing and client engagement.

2. Provide prompt and professional customer service, addressing client enquiries and requests in a timely manner.

3. Process client instructions and monitor client accounts in accordance with Private Banking policies, procedures, and regulatory requirements.

4. Conduct business analysis and feasibility assessments to identify product opportunities and support business growth initiatives.

5. Prepare business forecasts, performance tracking, and management information to support planning and decision-making.

6. Perform Management Information System (MIS) reporting, data management, and management reporting, ensuring the accuracy and integrity of business data.

7. Support the administration and monitoring of referral programmes, incentive schemes, sales campaigns, and other business initiatives.

8. Coordinate and support client events, marketing activities, and business development programmes.

9. Liaise with internal stakeholders across business, operations, compliance, and product teams to facilitate effective execution of business objectives.

10. Support the Team Head in business management, reporting, performance monitoring, and other ad-hoc projects and initiatives

Job Requirements

1.Bachelor’s degree in Marketing, Business Administration, Finance, or related field.

2. 5 years of relevant experience in financial services, preferably in private banking, wealth management, or high-end financial marketing.

3.Strong project management and organizational skills; ability to manage multiple priorities.

4.Excellent analytical, communication and presentation skills.

5.Creative mindset with solid knowledge of branding, content creation, and digital marketing.

6. Proficient in Excel, prior experience with programming or coding is preferred

Relationship Manager (Senior Private Banker | CACS Certified) | CSBDU02

This is a perm role for one of our private banking client

Work Location: CBD Area

Job Scope

• Relationship Managers are high-level professionals who manage an affluent customer’s wealth holistically.
• Directly responsible for interfacing and engaging with clients on a day-to-day basis with the objective to grow and protect the clients’ wealth for the enjoyment of their successors and their heirs with consultative process
• Relationship Managers gather information about the client’s needs & wants, then tailor a personalized strategy that uses a range of financial products and services.
• Customize investment strategies to address each client’s unique circumstances as well as specific preferences for income, liquidity, and risk.
• Where appropriate, they pursue cross-border investment opportunities to enhance returns and provide additional diversification.
• Relationship Manager (RM) is expected to achieve the annual business targets on business development, relationship management and customer profile balances based on more complex investment requirements while ensuring accurate and timely completion of the entire sales and compliance process.

Job Description

The Relationship Manager is primarily responsible for achieving business targets through the following:

1. Acquisition of new high net worth customers
2. Generation of additional volume from existing customers across sales channels
3. Development and engagement of strong relationships with assigned customers
4. Delivery of excellent customer service through investment products and service offerings
5. Trust Advisory Referrals

A. Business Development

1. Achieves business targets on acquiring, on-boarding and deepening of Mass affluent customers.
1.1. Identifies and promotes a robust pipeline of prospective customers.
1.2. Sets appointments proactively and meets with customers to establish their needs & requirements.
1.3. Pursues marketing and solicitation of investible funds from existing and new accounts.
1.4. Develops proposals in accordance with the requirements of each account, in line with the client’s objective
and needs relative to yield safety, liquidity and diversification.
1.5. Submits proposals and ensures follow-ups in a timely manner including preparation of call reports to apprise
management of the account status.
1.6 Conducts client presentations.
1,7 Networks with customers in order to create new business contacts.

2. Liaises proactively with branch partners for referrals and cross-sell opportunities.
3. Develops and deepens relationships with assigned customers.
4. Engages support of specialists to provide technical advice to customers when necessary.
5. Analyzes trends in the market as well as customer profiles to identify potential opportunities for the
organization.

B. Client Relationship Management

1. Monitors customers’ accounts and portfolios providing proactive, timely, relevant market updates and advice
through regular calls and meetings, thus building long-term relationships.
2. Seeks to establish and understand customers’ real needs and expectations.
3. Executes sales and investment strategies/activities effectively.
4. Maximizes each client or branch interaction by building on customer cues to gain commitment to products,
services, and solutions.
5. Builds and develops relationships with customers –e.g., accompanying them at social/lifestyle events.
6. Reviews accounts regularly to ensure the growth of the aggregate fund level.

With Professional Certification and Licenses

• CACS certified CACS I and II

Interested applicants, please click "APPLY NOW"

We regret to inform you that only shortlisted candidates will be notified.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Joselito Peciller | EA Reg No: R25126580

• SME Loan / Property / Insurance Sales Exp

• Secured Lending Solutions

• West

Job Scope:

• Identify and acquire new SME clients with financing need

• Promote and advise on caveat loans and secured business lending solution

• Assess clients’ financial situations and propose suitable loan structures

• Manage the full sales cycle from lead generation to loan disbursement

• Build and maintain strong, long-term client relationships

• Work closely with internal credit and operations teams to facilitate approvals and disbursement

• Ensure smooth onboarding and provide a positive client experience

• Maintain a healthy sales pipeline and achieve assigned targets 

Requirements:

• Prior experience in SME Loan / Property / Insurance Sales

• Strong sales, negotiation, and relationship management skills

• Self-driven, results-oriented, and comfortable working towards targets

• Good communication and interpersonal skills

• Ability to source leads and build own client network

To apply please click on the APPLY NOW button.

We regret only shortlisted candidates will be notified. By submitting any application or résumé to us, you will be deemed to have agreed and consented to us collecting, using, retaining and disclosing your personal information to prospective employers for their consideration.

Yoong Poh Feng

EA License | 14C7092

EA Registration Number | R1105076

Overall Positioning:

The Vice President, Business Relationship Manager(BRM) – Operations is responsible for understanding the business and system transformation needs of the Operations Office for Asia (OOA) as well as the related countries and locations, and for serving as the “single front door” within ASO. In this role, the incumbent s the entire process end to end—from intake of demand, clarification of business requirements, prioritization, initiative formulation, and support for investment decisions, to connecting with Delivery teams and confirming value realization after implementation.

This position goes beyond the traditional role of an “IT request intake and coordination function.” As a strategic partner for the Operations domain, the BRM drives initiatives in operational efficiency, standardization, operational risk reduction, regulatory compliance, AI and data utilization, workflow improvement, and process optimization. The BRM leads demand shaping and prioritization and delivers outcomes across the full end-to-end lifecycle.

Job Responsibilities:

• Act as the single ASO front door for Operations-related technology, process improvement, regulatory, efficiency, and transformation demands from OOA, regional stakeholders, branches, and country teams.

• Understand Operations business issues and translate business needs into clear scope, expected outcomes, business value, feasibility, risk considerations, and prioritised demand items.

• Partner with Operations leadership and IT to translate strategic objectives into prioritized technology initiatives, based on business value, regulatory/risk impact, delivery capacity, and technical feasibility. 

• Manage the Operations demand pipeline, service backlog, and initiative inventory, ensuring alignment with ASO portfolio management, investment planning, and MTBP priorities.

• Shape practical Operations improvement initiatives by leveraging reusable capabilities such as AI, data, workflow tools, APIs, and existing enterprise platforms.

• Work with the AI & Data Team, Architecture, Risk/Compliance, and delivery teams to prioritise, pilot, govern, and operationalise AI/data use cases for Operations.

• Assess whether existing ASO capabilities, standard patterns, or shared platforms can be reused before Operations stakeholders pursue external vendors or bespoke solutions.

Job Requirements:

• Minimum 10 years' experience in financial services with a background in operations, project management, operations controls, or operational risk management.

• Strong knowledge of market products such as payments, deposits, loans, and understanding of front-to-back operations processes.

• Proven experience bridging business and IT teams, translating business needs into requirements, scope, priorities, and business cases.

• Experience driving system development, process improvement, digital transformation, regulatory change, workflow optimisation, or automation initiatives.

• Strong stakeholder management skills across business, technology, regional/country teams, vendors, Head Office, Risk/Compliance, Architecture, and other control functions.

• Good understanding of investment planning, cost-benefit analysis, prioritisation, budgeting, and project initiation/governance processes.

• Strong analytical and communication skills, with the ability to structure complex business issues and explain them clearly to senior management, business users, and technology teams.

• Sound judgement to balance speed and control within a regulated banking environment.

• Ability to act as a trusted advisor to Operations by proactively identifying issues, proposing improvements, and presenting practical alternatives.

Foundational Skills Requirements:

• Customer-first mindset: Starts from Operations’ real pain points, business outcomes, and user experience.

• Outcome-driven approach: Focuses not only on project completion, but on adoption, value realisation, risk reduction, and operational efficiency.

• Strategic partnership: Goes beyond receiving requests by proactively shaping improvement opportunities aligned to Operations strategy, ASO strategy, and MTBP.

• Analytical and critical thinking: Structures complex business, system, and risk issues and compares multiple solution options.

• Stakeholder orchestration: Aligns Business, IT, Risk, Architecture, Branch and Head Office stakeholders to enable decisions and delivery.

• Agility with control: Enables faster decision-making and delivery while maintaining banking-grade governance, risk, and regulatory discipline.

• Ownership and accountability: Drives clarity from demand intake to value realisation, avoiding unclear ownership boundaries.

• Continuous improvement: Uses post-go-live feedback, KPIs, and lessons learned to improve future initiatives and services.

• Inclusive collaboration: Works constructively across countries, functions, seniority levels, and specialist domains.

• Integrity: Consistently upholds MUFG standards for compliance, information management, and risk control.

We regret to inform that only shortlisted applicants will be notified.
(Job ID:10076942)

Job Responsibilities:

• Client Acquisition: Proactively identify and acquire new SME clients requiring unsecured working capital solutions.

• Pipeline Management: Build a consistent sales pipeline through self-sourcing, referrals, and strategic partnerships.

• Credit Assessment: Perform initial credit evaluations, including analysis of financial statements, bank statements, and ACRA data.

• Solution Structuring: Design suitable financing structures tailored to client cash flow and funding requirements.

• Full Sales Cycle: Manage the end-to-end process: Prospecting → Pitching → Submission → Negotiation → Closing.

• Internal Collaboration: Coordinate with credit and operations teams to ensure seamless deal execution.

• Relationship Management: Maintain post-disbursement relationships to drive repeat business and referrals.

• Portfolio Monitoring: Track repayment performance and manage renewals for existing accounts.
  

Job Requirements:

• 3–5 years of proven experience in SME financing, business loan sales, or unsecured lending.

• Demonstrated success in originating and closing unsecured business loans within the Singapore market.

• Strong understanding of SME cash flow analysis and basic credit assessment principles.

• Existing network of SME clients, brokers, or referral partners will be highly preferred.

• Experience in FinTech lending or alternative financing platforms will be an added advantage.
  

HOW TO APPLY:

Interested applicants, kindly send your resume in MS WORD format or please click on “Apply Now”.

We regret only shortlisted candidates will be notified.

Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).

Please read our privacy statement on our corporate website www.trustrecruit.com.sg.

Trust Recruit Pte Ltd      

EA License No: 19C9950

EA Personnel: Lee Jun Siong (Johnson)

EA Personnel Reg No: R24120242

Job Summary:

You have our customers’ best interests at heart. It is you they look to for counsel when making decisions about their finances, big or small. Every decision of theirs matters to you, simply because it matters to them.

You see yourself as a companion on our clients’ journeys toward achieving their life goals. Given that no journey is ever the same, you take great care (and pride!) in tailoring your financial advice to meet each client’s unique needs and requirements.

You’re self-motivated, and always on the lookout for opportunities to grow – whether it is keeping up to date with industry trends, expanding your skill set, or building your network of customers through tele-prospecting, virtual or in-person interactions and customer outreach programmes. You are knowledgeable about the banks' products and services and can recommend financial planning solutions that address your customers' needs. With such drive and tenacity, it’s no surprise that you’re consistently meeting your personal goals and targets.

Last but not the least, you’re focused on building long-term relationships with our customers. It forms the foundation to all that you do. You seize every opportunity to excite new and existing clients by bringing them investment ideas and insurance solutions to help grow their wealth and protect their futures.

Benefits and Prospect

-Attractive remuneration and a comprehensive benefits package.

-Recognition program that provides qualifying employees the opportunity to travel to exciting overseas destinations.

-Structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.

-Job scope consist of digital capabilities that enable hybrid work, giving you the ability to work from anywhere (from the branch/office, from home, while out meeting customers).

Requirements:

-Bachelor's degree from a recognized university or a diploma from a local polytechnic

-Interested in financial planning or wealth management.

• We regret that only shortlisted candidates will be notified.
  Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.
  
  PERSOL Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394 

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