Total 605 relationship manager job vacancies in Others category in The Philippines

Position Description

The Relationship Manager (RM) is a key member of the team within Wealth Management, working with HNW / UHNW / Family Offices / EAM clients, leading corporates as well as institutional banks will bring you closer to success and fit within the department. You will have strong knowledge in insurance and trusts, investment (FX, equities, bonds, structured notes, options, futures, margin trading), capital markets and financing, and familiar with preparing credit proposals and on-boarding process for clients. You are a team player and possess the instinct to identify new business opportunities.

Key Areas of Responsibilities

• Maintain good relationship with the existing HNW / UHNW / Family Offices / EAM clients.
• Develop business for wealth management clients in generating revenue through secondary and primary broking activities. Scope of work includes account opening, CDD & KYC, product roadshow, project pitching, clients visit in Greater China (if necessary) as well as ad-hoc projects.
• Provide trading and dealing services, including Singapore, Hong Kong and overseas equities, fixed income, futures, commodities and 3rd party products, also provide post-trade review and data analysis to key clients.
• Participate in internal and external business development activities, discover innovative and popular financial product and raise request to product team.
• Support Wealth Management team to increase company’s brand, product awareness among different clients and market share and penetration.
• Work closely with the product specialists and investment advisors to manage and develop clients’ portfolio, and assist in the growth of the business.
• Be responsible for ensuring in-depth credit assessment for new and existing clients.
• Be involved in day to day business meetings and communicate with clients to solve enquiries on an ad-hoc basis.
• Explore compatibility and bring new clients on-board to expand your portfolio.

Requirements

• Bachelor’s Degree or above (Business / Finance / Engineering discipline) with at least 4 years of working experience.
• Result-oriented with strong initiative and drive to succeed.
• Possess strong integrity, compliance sense, willingness to learn and progress.
• Customer-focused and able to work under pressure.
• Ability to build and maintain strong working relationships with local sales representatives’ experience in providing witness services for account opening.
• Possess strong business network with Greater China clients in Singapore, and have good connections with clients who are interested in investing in overseas financial products.
• Excellent communication, interpersonal and relationship skills.
• Good command of written and spoken English.
• Proficient in written and spoken Mandarin as this role would be required to communicate and explain product offering concepts to Greater China clients.
• Possess CACS 1 & 2 certifications, and the relevant CMFAS licensing.

[Job ID: 401667]

Overview

Are you a highly motivated sales-driven individual for your next challenge? This renowned international bank is looking for Relationship Managers to join their growing team as part of their expansion plans.

Responsibilities

• Conduct professional, consultative financial analysis and profiling sessions to address customers’ financial needs and objectives.
• Build and strengthen customer relationships by providing regular updates on market trends and insights into local and international financial products.
• Promote and offer a wide variety of banking products to existing and potential clients, including structured notes, leveraged FX trades, corporate and sovereign bonds, etc.
• Deliver expert financial analysis and customized wealth management solutions, such as bancassurance, loans, and investment products.
• Participate actively in branch activities, supporting the overall success of the bank.

Requirements

• Diploma in any discipline
• Results-oriented, dynamic, and self-driven
• Very keen in a sales-fronting role.
• Excellent communication and interpersonal skills are crucial for building strong client relationships.

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: Ong Kang Quan Ryan
EA Personnel Registration Number: R23116952
EA License No.: 07C5771

Job Summary

Deliver exceptional customer service and financial advice on retail banking products while managing VIP client relationships and supporting marketing initiatives to drive business growth.

Responsibilities

• Deliver personalized customer service on retail banking products to enhance client satisfaction and retention
• Process personal loan applications accurately and efficiently to support customer financing needs
• Execute targeted marketing campaigns for bank cards and personal financial products to increase product uptake
• Build and sustain strong relationships with VIP customers to foster loyalty and repeat business
• Provide tailored financial advice and promote financial products to retail customers to meet their financial goals
• Update existing customers on portfolio performance and introduce new products to maximize customer engagement
• Compile and present detailed reports on product performance and business activities to inform management decisions
• Support the Head of Department by preparing for and executing ad-hoc duties as assigned to meet organizational needs

Preferred competencies and qualifications

• Bachelor’s degree, preferably in Banking and Finance or related discipline
• Minimum of 2 years’ relevant experience in a similar role, with prior banking sector experience considered advantageous
• Ability to multi-task and perform effectively under pressure
• Strong interpersonal and communication skills to engage diverse customer segments

[Job ID: 1059795]

Responsibilities

• To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs / objectives.
• To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
• Promoting and offering a diverse range of banking products to both existing and prospective clients.
• Providing expert financial analysis and delivering tailored wealth management solutions, including bancassurance, loans and investment products.
• Actively engaging in branch activities, contributing to the overall success of the bank

Requirements

• Local Diploma / Degree in any Discipline 
• 1 year of sales experience in a wealth management role within banking.
• Results-oriented, dynamic and self driven
• Very keen in a sales-fronting role.
• Excellent communication and interpersonal skills are crucial for building strong client relationships.

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: Cesky Ong Zhi Rong

EA Personnel Registration Number: R24121422 EA License No.: 07C5771

GENERAL DESCRIPTION

The Assistant Relationship Manager (ARM) supports one or more Relationship Manager(s) (RM) / Group Head(s) (GH) in daily operations, administration and client management. The ARM interacts with internal and external stakeholders, provides clients with relevant information and supports the RM in implementing customised solutions. Furthermore, the ARM acts as role model in bringing the best service quality to the RMs/GH in a fast, professional and friendly manner, and thus helping the team to manage, develop and grow its client base. They channel client feedback to the relevant individuals/departments within the Bank to foster continuous improvement and fast adaptation of processes.

KEY FEATURES OF THE POSITION

CLIENT ADMINISTRATION AND MANAGEMENT

· Supports RMs/GH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness

· Customizes client requests (reporting, statistics, mailings etc.)

· Manages the RM/GH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/GH

· Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)

· Ensures coverage in case of own absences

BUSINESS MANAGEMENT

· Regularly collects and exchanges relevant information necessary for the job

· Conducts reviews, plans, and always documents his/her work

· Supports RM/GH in implementation of projects and initiatives, in close alignment with the Team Business Manager

· Provides professional input proposals for improvements based on experience, incident occurrence or observation

· Manages the expense claim process for RMs/GH

RISK MANAGEMENT AND CONTROLS

· Actively helps managing risk (support first line of defense), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubt

· Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.)in collaboration with the respective RMs, GH and Team Business Manager

· Ensures timely clearance of pending items and escalated deficiencies

· Ensures appropriate ethical and compliant behaviour in his/her area of responsibility

· Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool (e.g. CRM, DiAS)

REGULATORY RESPONSIBILITIES

· Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations

PERSONAL AND SOCIAL SKILLS

· A natural team player

· Ability to relate to colleagues from diverse backgrounds

· Open, approachable and displays genuine interest in people and in improving processes

· Always communicates in a competent and professional manner

· Highly service oriented and passionate about client servicing

· Systematic, precise and diligent working style and the ability to perform under pressure

· Personal integrity and ethical behaviour

PROFESSIONAL AND TECHNICAL SKILLS

· Appropriate understanding of relevant products and services in Private Banking

· Basic knowledge of global financial markets and current developments in the industry

· Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness

REGULATORY

· Representative under MAS SFA and/or FAA

• 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 evel agreements.
• Identify changes in regional market practice and regulatory requirements to develop and improve systems, frameworks and tools
• NOT NECESSARY TO ONBOARD NEW 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 ID: 1617227 ]

About the Role:

We are a dynamic financial institution focused on empowering small and medium-sized enterprises (SMEs) through tailored financing solutions. If you are a driven sales professional with a hunter's instinct and a passion for helping businesses grow, this is your opportunity to make an impact. Join us to build meaningful client relationships, drive new business, and thrive in a performance-oriented environment.

Key Responsibilities:

• Identify and prospect new SME clients through proactive outreach and networking
• Assess client needs and recommend customized financial solutions
• Manage and nurture an assigned portfolio of accounts to ensure high client satisfaction and retention
• Prepare comprehensive credit proposals, including detailed financial analysis
• Achieve and exceed revenue targets while maintaining compliance with internal policies

What We Are Looking For:

• Minimum 1 year of proven B2B sales experience in a hunter-based role (any industry)
• Stable career track record, ideally with at least 2 years in a previous organisation
• Strong financial literacy—ability to interpret accounting and financial statements
• Understanding of commercial loan products such as Secured & Unsecured Loans, Property & Machinery Financing, Shipping and Working Capital Loans
• Excellent report writing and financial analysis skills for credit proposal preparation
• Proactive, tenacious, and results-driven mindset
  

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: Cesky Ong Zhi Rong

EA Personnel Registration Number: R24121422

EA License No.: 07C5771

Senior Relationship Manager (Auto)

About The Company

Sing Investments & Finance Limited has more than 60 years of lending experience in the financing arena in Singapore. Our core activities include the acceptance of fixed and saving deposits from the public as well as the provision of loans and credit facilities to individuals and corporations, particularly the Small and Medium Enterprises (SMEs) in Singapore. The relationships that have been built over the years have earned us the reputation as one of Singapore's trusted finance companies.

We are seeking dynamic individuals to grow with us and to continue building relationships with our valued customers.

As a Senior Relationship Manager in the Auto Loans Team, your Key Responsibilities include:

1.     Relationship management

• Build long-term partnerships with clients in the automotive industry.

2.     Advisory

• Guide businesses through loan applications,structuring, and approvals.  

3.     Portfolio growth

• Achieve revenue and customer retention goalswhile increasing the portfolio’s profitability through cross-selling andreferrals.

4.   Stakeholder management

• Work closely with internal teams to ensuresmooth client servicing.

Requirements:

• At least 5 years’ proven track record in corporate financing, with working knowledge of the automotive industry and in auto loan products like Block Discounting, Floor Stock and Direct facilities
• Degree in Business or Finance related discipline
• Good industry network and interpersonal skills
• Strong communication and negotiation skills
• A self-starter and team player
• Results-driven with a passion for helping businesses succeed
• Ability to work in a fast-paced environment

*Please Note:

• Corporate rank and remuneration willcommensurate with experience.

• Only shortlisted candidates will be notified.

• Drive acquisition of SME clients requiring short-term working capital by actively sourcing and building your own pipeline.
• Engage business owners to understand their financing needs and structure suitable loan solutions based on cash flow and repayment ability.
• Conduct initial financial reviews using company financials, bank records, and ACRA data before submission.
• Manage the full deal cycle from prospecting and pitching to approval, closing, and post-disbursement follow-up.
• Maintain long-term relationships with clients to encourage repeat financing, referrals, and portfolio growth while monitoring repayment performance.

Requirements:

• At least 3 years of relevant experience in SME financing, business lending, or unsecured loan sales.
• Proven ability to originate and close deals independently in a target-driven environment.
• Good understanding of SME financials, cash flow assessment, and basic credit evaluation.
• Strong sales mindset with resilience and confidence in client acquisition.

If you are keen to apply for the position, kindly email your detailed resume in MS Word to hr@recruit-expert.com

Please note that only shortlisted candidates will be notified.

For more job opportunities, please visit our website at www.recruit-expert.com

EA Licence: 19C9701

Registration: R1326740

[Job ID: 1626905] 

Key Responsibilities

We are looking for a motivated and performance-oriented Loan Business Relationship Manager (LBRM) to expand our SME financing portfolio through new client acquisition and relationship management. The successful candidate will be responsible for identifying business opportunities, evaluating financing needs, and managing client relationships throughout the entire lending lifecycle.

• Identify and engage SME businesses seeking unsecured working capital financing solutions.
• Develop and sustain a healthy sales pipeline through direct prospecting, referrals, networking, and strategic business partnerships.
• Perform initial credit evaluations by reviewing financial statements, bank records, and ACRA reports.
• Recommend and structure financing solutions tailored to clients’ funding requirements and cash flow positions.
• Oversee the complete sales process, from lead generation and client engagement to application submission, negotiation, approval, and loan disbursement.
• Collaborate closely with internal credit and operations teams to facilitate efficient processing and execution of financing transactions.
• Foster strong client relationships after disbursement to encourage repeat business and generate referrals.
• Monitor portfolio performance, including repayment behaviour, and manage account renewals when required.
• Undertake any additional duties or projects assigned by management.

Requirements

• At least 3–5 years of relevant experience in SME financing, unsecured lending, or business loan sales within Singapore.
• Demonstrated success in sourcing, securing, and closing unsecured business financing deals.
• Strong knowledge of SME financial analysis, cash flow assessment, and credit evaluation methodologies.
• Highly self-motivated, resilient, and capable of working independently in a sales-driven environment.
• An established network of SME clients, business introducers, brokers, or referral partners will be advantageous.

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: Ong Kang Quan Ryan
EA Personnel Registration Number: R23116952
EA License No.: 07C5771

Job Summary

Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment

Key Responsibilities

Implementation and oversight of the below individual responsibilities:

• To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.

• To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.

• In consultation with the PB team manager/ branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals

• To participate in marketing and promotional activities for customer acquisition.

• To source and call on individual prospects

• To provide quality, efficient after-sales services

• To manage anti-attrition and retention of clients

• To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.

• To solicit referrals from other parts of SCB eg. RMs from C&I, staff, etc.

• To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.

• To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.

Key Measurables

• Agreed individual sales target

• Agreed service standards to customers

• Operation control and sales compliance

Strategy

• Awareness and understanding of the Group’s business strategy and sales model appropriate to the RM role.

Business

• Awareness and understanding of the wider business, economic and market environment in which the Group operates

Processes

• Responsible for executing sales targets.

People & Talent

• Set appropriate tone and expectations from their team and work in collaboration with clients and internal stakeholders such as SCB China RMs, 3rd party referral channels and Operations Team.

Risk Management

• The ability to stay compliance to the regulated role govern by MAS

Governance

• Awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role.

Regulatory & Business Conduct

• Display exemplary conduct and live by the Group’s Values and Code of Conduct.

• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.

• Lead the Singapore CPBB International Banking Team to achieve the outcomes set out in the Bank’s Conduct Principles. Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.

• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

• Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent)

Key stakeholders

• Treasury, Investment and Insurance Specialists, SCB China RMs.

Other Responsibilities

• Embed Here for good and Group’s brand and values in Singapore CPBB International Banking Team; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats)

Our Ideal Candidate

• Understands the core concepts, principles, processes or procedures of Wealth Management and Banking

• CMFAS Exams

• Experience in Managing North Asia Market

• Good understanding and command of Mandarin as the incumbent will be supporting Chinese market

• 5+ years of experience in Banking.

Role Specific Technical Competencies

• Agreed individual sales target

• Agreed service standards to customers

• Operation control and sales compliance

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do

• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well

• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.

• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.

• Flexible working options based around home and office locations, with flexible working patterns.

• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits

• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.

• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Recruitment Assessments

Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Visit our careers website www.sc.com/careers

Company Description

NVPC is the national agency dedicated to growing a culture of volunteerism and philanthropy in Singapore. By engaging individuals, organisations, communities and leaders across the people, private and public sectors, we seek to create a more caring, inclusive, and compassionate society. Together, we envision Singapore as a City of Good, where everyone is able to give every day and everywhere (3Es), contributing their time, talent, treasure, ties and testimony (5Ts). Learn more at nvpc.org.sg. 

This role is required to work closely with a portfolio of external charity partners, as well as with internal stakeholders (including other teams within CNP, and other teams in NVPC), to strengthen these partnerships and increase engagements. The goal is to grow and expand the pipeline of digital fundraising campaigns and volunteering opportunities on giving.sg (GSG), and to increase charities’ adoption of NVPC’s programmes and services.

Job Description

Charity Partner Engagement & Account Management

• Serve as the account manager for a portfolio of charity partners across different segments (e.g. Key, Growth, Potential, and Emerging) and conduct regular check-ins and performance reviews with relevant partners
• Build trusted partnerships by understanding each charity’s mission, capabilities, operational needs, and plans for fundraising and volunteering opportunities, and ensure consistent engagement and satisfaction by working closely with internal teams to resolve partners’ queries and issues
• Collaborate closely with other CNP teams to promote awareness and interest of relevant NVPC programmes, services and initiatives for charity partners
• Identify and recommend relevant partnership opportunities to charity partners, based on their goals, capabilities and readiness, and to broaden and deepen partner engagement by connecting charities to other initiatives across other NVPC’s internal teams
• Collaborate with internal and external stakeholders to develop different touchpoints with charity partners, and experiment with innovative engagement approaches and channels to effectively and efficiently outreach to desired charities

Grow Fundraising Campaigns & Volunteering Opportunities

• Engage, onboard, and support charities to launch and strengthen fundraising campaigns and volunteering opportunities on GSG platform, including collaborating with internal and external stakeholders to develop innovative partnerships via GSG
• Identify strategic opportunities (e.g. seasonal peaks, crises, thematic months) with charity partners to drive campaign creation to maximise platform traction, as well as donor and/or volunteers’ engagement
• Collaborate with internal teams to gather and share relevant info (such as partners’ feedback and market intel), and campaign reviews to increase quantity and quality of campaigns

Intelligence, Monitoring & Account Insights

• Develop strong understanding of the charity landscape to anticipate charity partner’s needs and risks.
• Build and maintain accurate and updated insights, including charity partner profiles, contact reports, and market intelligence, partners’ feedback on GSG platform and other comparable platforms, to inform engagement strategy and portfolio prioritization
• Identify partners’ readiness issues, risks, and feedback, and flag significant issues promptly to internal stakeholders to enable timely interventions

Support for Other Organisational Priorities

• Collaborate with internal teams to support broader NVPC initiatives, including campaigns and events (e.g, CTOG, PVPA), and enhancing/streamlining of systems and operational processes and workflows
• Undertake other duties aligned with organisational priorities within agreed timelines and scope, including support for cross-team collaborations aligned with organisational priorities

Qualification

• Bachelor’s degree in Business, Social Sciences, or a related discipline
• Prior experience in account management, partnerships, sales & marketing, or stakeholder management is advantageous
• Experience supporting or working with non-profit organisations is preferred but not mandatory
• Strong relationship-building and stakeholder management skills
• Ability to understand and analyse partner needs, and provide consultative support
• Organised, detail-oriented, and comfortable managing multiple accounts simultaneously
• Good written and verbal communication skills
• Proactive, collaborative, and able to work effectively with diverse internal teams
• Familiarity with digital platforms, fundraising, or volunteer engagement is a plus
  
  Please note that your application will be sent to and reviewed by the direct employer - National Volunteer & Philanthropy Centre

About the Company

A well-established global institution offering comprehensive financial services.

About the Job

• Provide robust administrative and operational support to Relationship Managers in managing client portfolios.

• Act as a reliable point of contact for clients, handling daily account inquiries and transactional requests.

• Facilitate the smooth onboarding of new clients by preparing, verifying, and processing account documentation.

• Monitor account activities and coordinate with internal compliance teams to ensure full adherence to regulatory standards.

• Assist in executing investment and credit transactions accurately and in a timely manner.

Skills and Requirements

• A recognized university degree, preferably in Finance, Business, or a related discipline.

• Prior internship or up to 2 years of supporting experience within a banking or wealth management environment.

• Basic understanding of banking products, compliance procedures, and client onboarding processes.

• Strong communication and interpersonal skills to manage both internal and external stakeholders effectively.

• Excellent organizational skills with a high level of attention to detail under tight deadlines.

To apply online please use the 'apply' function.(EA: 94C3609/ R24124496)

☑ Near MRT

☑ High Bonuses

☑ Family Friendly Environment

Job Scope

• Oversee IT vendor management by managing risks, ensuring compliance with regulatory, security, and legal requirements, and conducting regular audits and assessments.
• Manage contracting processes and vendor costs, ensuring agreements align with business focus, budgets, and regulatory standards.
• Track and analyze vendor performance against KPIs and SLAs, driving continuous improvements and maintaining strong vendor relationships.
• Collaborate with internal stakeholders to align vendor management practices with business objectives and provide detailed reports on vendor performance and risks to senior management.

Requirements

• Degree in Business Administration, or a related field, with at least 5 years of experience in IT vendor management or procurement.
• Strong understanding of regulatory and legal requirements related to IT vendor management and experience managing vendor performance and dispute resolution.
• Proven analytical and problem-solving skills, with the ability to assess vendor performance, develop improvement plans, and proactively manage risks.

We regret that only short-listed candidates will be contacted shortly.

Loh Puay Hwee David

EA License | 24C2215

EA Registration Number | R1766892

Key Responsibilities

1. Client Support & Communication

• Assist the Sales Deputy Director in managing major client accounts
• Answer and screen phone calls on behalf of the Sales Deputy Director
• Respond to client inquiries in a timely and professional manner
• Follow up with clients on orders, quotations, and documentation
• Maintain strong relationships with key clients

2. Sales Coordination & Order Management

• Take over client order processing when required
• Prepare and issue sales quotations
• Follow up on quotation approvals
• Coordinate with internal departments to ensure timely delivery of orders
• Update and maintain sales records and client databases

3. Tender & Documentation Support

• Prepare and submit tender documents as required
• Ensure all required documents are accurate and submitted before deadlines
• Coordinate with relevant departments for supporting documents

4. Administrative Support

• Schedule meetings and manage appointments
• Assist in preparing sales reports and presentations using power point
• Handle general administrative duties related to the sales department

Required Skills & Competencies

• Good communication and interpersonal skills
• Strong organizational and multitasking ability
• Attention to detail (especially for quotations and tenders)
• Ability to work independently and handle confidential information
• Proficiency in Microsoft Office (Excel, Word, Powerpoint Outlook)
• Diploma or Degree (in any disciple) from recognized institutions
• Possess min 2 year of relevant experience in client/ accounts management
• A passion for business development and people
• A friendly and outgoing personality with a strong desire to foster lasting client relationships & assist clients in their hiring needs
• Self-driven, great communication and problem solving skills, willing to learn