Total 14,993 Others relationship manager job vacancies in The Philippines

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

• Work closely with Team Head and Senior Relationship Managers in developing and maintaining business relationship with existing and potential corporate clients

• Actively participate in the marketing and selling of corporate banking services and products offered by the bank.
• To work with product and risk partners in formulating and executing a coherent account strategy for each client to maximize the total revenues from the portfolio
• To assist in credit analysis and review of corporate financial statements
• To support execution of syndication loan transactions
• Assist Relationship Managers in customer enquiries and/or transaction related to account balances, deposit renewals, loan rollovers, foreign exchange, etc.
• Ensure, through diligent account planning and account management, that all clients have a demonstrated path for generating acceptable risk/return revenues through cross-selling of other products (Deposits, FX, DCM etc.)
• To comply with all company policies and regulatory requirements in carrying out the above objectives

Syndications

• To provide support to originate & execute Structured Finance transactions which includes but not limited to mergers & acquisitions financing, project financing, syndications for South East Asia
• To provide support to develop strategies around Structured Finance transactions to meet asset and revenue budget.
• To provide support to build network and arrange potential syndicated club deals in the primary and secondary markets. 

• To work with Relationship Managers on managing waiver and consent requests from Syndication clients

Structured & Commodity Trade Finance (SCTF)

• To be actively involved in supporting Relationship Managers in all aspects of our Structured & Commodity Trade Finance business
• Support the Relationship Managers for credit risk related matters (including the preparation and submission of credit application papers and loan reviews)

Credit and Risk Management

• Provide support to Relationship Managers in assessing all aspects of risks when establishing banking relationships with new clients
• Ensure compliance with the Group’s Policy & Local Underwriting Standards and in country regulatory requirements and laws pertaining to AML, KYC, etc.
• To take overall responsibility and accountability for the credit quality of the assigned/acquired portfolio, ensuring timely submission of annual reviews and quick turnaround of new cases
• To flag up early warning signals to the Risk Management function and restructure the limits to protect the Bank’s exposure, if required
• No overdue reviews or adverse remarks from internal/external audit

AML/CTF Responsibilities

• Comply with anti-money laundering / counter terrorist financing requirement and sanction risks controls in accordance with regulatory standards and CNCBI policies.

Qualifications

1. Education Qualification

• Under-graduate or Diploma or Degree Holder in Business or Banking & Finance

2. Working Experiences

• At least 3 years of experience in Structured Finance/ Corporate Banking. 

3. Professional Qualification / HKMA Enhanced Competency Framework Qualification / Professional Examination / License

• Understanding of the APLMA Guidelines will be a plus

Wealth & Asset Manager (Relationship Manager/Investments)

Company Overview

We are a Singapore-based private fund management and wealth advisory firm that focuses on multi-asset investment solutions and family office services. We offers a comprehensive, one-stop family office solution by providing a wide range of services including independent asset management (IAM), advanced wealth solutions, fund services, risk & resilience services. Our holistic approach ensures we cover all aspects of family governance and family constitutions from end-to-end for high-net-worth individuals, family offices, and regional investors (Singapore and broader Asia)

Job Summary

You will be responsible for managing and growing client relationships while ensuring full compliance with MAS regulatory requirements. The role combines client servicing, investment trade execution, compliance-driven onboarding, and product advisory support within a regulated asset management environment.

Key Responsibilities

1. Client Onboarding & Due Diligence

• Conduct KYC and CDD checks in line with MAS regulations

• Verify client identity, background, and risk profile

• Ensure all documentation is complete, accurate, and updated regularly

• Support Anti-Money Laundering (AML) and compliance screening processes

2. Client Relationship Management

• Build and maintain long-term relationships with clients

• Understand client investment objectives, risk tolerance, and financial needs

• Provide ongoing portfolio updates and service support

• Handle client queries and ensure a high level of client satisfaction

3. Trade Placement & Execution Support

• Facilitate client trade instructions and investment transactions

• Coordinate with internal teams for order execution and settlement

• Ensure accuracy and timeliness of trade processing

• Confirm trade details with clients as required

4. Product Knowledge & Training

• Develop strong understanding of the firm’s investment products and strategies

• Stay updated on market trends and product changes

• Communicate product features and risks to clients in a compliant manner

• Participate in internal product training sessions

5. Regulatory & Administrative Duties

• Perform duties as a Registered Representative under MAS guidelines

• Maintain proper records for audits and regulatory reviews

• Ensure adherence to suitability and risk disclosure requirements

• Support compliance monitoring and reporting processes

6. Special Projects & Ad-Hoc Duties

• Participate in firm-wide initiatives and strategic projects

• Support process improvements and operational enhancements

• Carry out additional tasks as assigned by management

Key Requirements

• Diploma/Degree in Business Management, Finance, Accountancy, and/or in any field or equivalent

• CMFAS certifications in RES5, M8, M8A, M9, M9A, HI is an added advantage

• Well versed in investment products (funds, bonds, structured products, etc.)

• Minimum of 8 years’ experience in relationship management within private banking, wealth management and/or advisory roles holding established relationships with UHNW/HNW clients.

• Solid track record in asset development, asset growth, asset management and revenue generation.

• Ability to develop and execute a strategic business plan with a clear growth vision.

• Extensive market connections and deep understanding of the market landscape, macroeconomy, regulatory environment and cultural nuances of the respective Asian market(s).

• Proven leadership and stakeholder management skills.

• Excellent client servicing and problem-solving mentality, with ability to identify and agility to adapt to clients’ evolving needs.

Additional Infor:

• Monday to Friday (5 days work week): 9:00AM to 6:00PM

• Somerset

• Up till $3,000 basic + Allowances + Commission + Incentive and Bonus

• Client-facing Role

• Strong SME Financing Positioning

• Established & Credible Brand (Since 1981)

• Strong Earning Potential
  

Our Client, a market-leading integrated solutions provider, is inviting qualified candidates to fill the position as Relationship Manager.

RESPONSIBILITIES:

• Identify, target and onboard clients in the IT / Construction / General sectors with business loan or equipment financing requirements.

• Generate leads through networking, cold calling, referrals and site visits.

• Conduct detailed needs analysis to match financial products to client needs.

• Maintain and grow a pipeline of qualified opportunities and achieving monthly loan disbursal targets.

• Work closely with credit and risk teams to ensure smooth loan processing and client satisfaction.

• Ensure all documentation, customer due diligence and KYC norms are followed as per regulatory and company guidelines.

• Build long-term relationships with business owners or decision-makers.

• Stay updated on industry trends, competitor offerings and lending norms.

• Track client lifecycle events (e.g. new project, merger, expansion plans) for upselling opportunities.
  

REQUIREMENTS:

• Diploma/ Bachelor’s Degree in Business and Finance

• 2–4 years of sales experience

• Proven experience in dealing with clients in the IT / Construction / General industry

• On-the-job training will be provided

• Excellent communication and negotiation skills

• Result-oriented with the ability to work independently and in teams

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)

Job Summary

We seek a Relationship Manager for a banking client’s Commodity Structured Trade Finance Department to manage corporate client portfolios, structure credit facilities, and ensure compliance while driving business growth through strong client relationships.

Responsibilities

• Manage and expand the bank’s corporate client portfolio to increase business opportunities
• Acquire new clients by evaluating their financial profiles and structuring appropriate credit facilities
• Perform credit assessments and cash flow projections to support informed lending decisions
• Prepare detailed credit reports to assess and mitigate credit risks effectively
• Conduct thorough KYC checks to ensure compliance with regulatory and internal policies
• Resolve client queries promptly to maintain high client satisfaction and trust
• Collaborate with local and overseas internal teams to align efforts with business objectives
• Execute additional projects or tasks as assigned by the Head of Department or management

Preferred competencies and qualifications

• Bachelor’s degree or higher in Business, Accounting, Banking, Finance, Economics, or related fields
• Minimum 3 years’ experience managing corporate banking relationships
• Experience in syndication, trade finance, or commodities sector
• Strong credit writing and analytical skills
• Excellent verbal communication and interpersonal skills to engage stakeholders effectively
• Proactive, energetic, results-driven mindset with strong business acumen

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 ken.ng@peopleprofilers.com

People Profilers Pte Ltd, 20 Cecil Street, #08-09, PLUS Building, Singapore 049705.
Tel: 6950 9724

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

Posting Personnel: Ng Jwee Ken

☑ 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

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 ken.ng@peopleprofilers.com

People Profilers Pte Ltd, 20 Cecil Street, #08-09, PLUS Building, Singapore 049705.
Tel: 6950 9724

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

Posting Personnel: Ng Jwee Ken

You will assist in conducting detailed wealth planning to our retail customers and bridging their financial gaps with wealth management products, namely insurance, deposits and unit trusts through customer needs based profiling. Meeting with people of all levels, you will proactively manage and build customer relationships and also to manage the existing customers through in-branch activities, referrals, tele-consulting and follow-up appointments. You should be a Degree holder with at least 1-2 years experience in banking wealth planning experience and necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework.

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.

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

About MCI:

We are a leading recruitment agency that specialises in connecting top-tier talent with premier organisations across various industries. Our mission is to empower individuals to achieve their career goals while helping our clients build high-performing teams. With a strong track record of success, we are committed to providing an exceptional recruitment experience for both candidates and clients.

If you're driven, eager to make an impact, and ready to shape the future of companies by connecting companies with top talents, we welcome you to join us !

Why Join MCI:

• 7 minutes from Jurong East MRT

• Supportive environment with ongoing training & mentorship

• Opportunity to assist various clients in their recruitment activities e.g. overseas recruitment, mass recruitment drives

• Opportunity to travel on company incentive trip

Job Responsibilities:

• Establish, maintain, and strengthen relationships with new and existing clients

• Serve as the primary point of contact for client inquiries, concerns, and service requests.

• Ensure yearly contract renewals of existing clients.

• Work closely with the Business Development and Talent Acquisition teams to understand client hiring needs and provide tailored solutions.

• Ensure that all client engagements align with industry best practices and government regulations.

Requirements:

• Diploma or Degree (in any disciple) from recognized institutions

• 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

Apply today or send your CV to Nicole_TAN@mci.com.sg now!

If you do not possess the above experiences, your application will still be considered on individual merits and you may be contacted for other job opportunities.

By submitting your personal data and/or resume, you give consent to the collection, use and disclosure of your personal data and/or resume by the company (or its agent) for the purpose of the processing and administration by company relating to this job application.

https://www.mci.com.sg/wp-content/uploads/2025/09/MCI-Job-Applicant-Data-ProtectionNotice.pdf We regret to inform that only shortlisted candidates would be contacted.

Tan Shi Min Nicole
Reg No: R25158507
MCI Career Services Pte Ltd
EA Licence: 06C2859

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

Relationship Manager (Investment) Offshore/Onshore

Job Summary

Join our team to deliver exceptional financial guidance that empowers clients to achieve their financial goals and secure their futures. Make a positive impact in a client-focused environment.

Responsibilities

• Acquire new clients by implementing diverse prospecting strategies to expand the client base
• Analyze and review prospective and existing client portfolios to identify opportunities and risks
• Develop and propose tailored investment and insurance solutions aligned with client financial needs and goals
• Manage and retain client relationships through proactive communication and personalized service
• Respond professionally and promptly to client inquiries to maintain high satisfaction levels
• Conduct regular portfolio reviews and service to support long-term client financial success

Preferred competencies and qualifications

• Diploma or Degree from a recognized institution in any field
• Strong communication and interpersonal skills to engage clients effectively
• Entrepreneurial mindset with creativity in problem-solving and openness to new ideas
• Self-motivated to work independently and collaboratively within a team environment
• Passionate about making a positive difference in clients’ financial lives

Other Information

Benefits

• Competitive compensation package including monthly allowance, commission, incentives, quarterly and year-end bonuses
• Opportunities for incentive trips
• Potential to build a growing stream of recurring income
• Professional development and mentorship programs to support career growth

Recruiter Details Kelvin (Reg. No. R1872625)

• STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)
• Please contact us or apply in confidence with your updated MS Word Resume to: kelvin@starcareerconsulting.com

Wealth & Asset Manager (Relationship Manager/Investments)

Company Overview

We are a Singapore-based private fund management and wealth advisory firm that focuses on multi-asset investment solutions and family office services. We offers a comprehensive, one-stop family office solution by providing a wide range of services including independent asset management (IAM), advanced wealth solutions, fund services, risk & resilience services. Our holistic approach ensures we cover all aspects of family governance and family constitutions from end-to-end for high-net-worth individuals, family offices, and regional investors (Singapore and broader Asia)

Job Summary

You will be responsible for managing and growing client relationships while ensuring full compliance with MAS regulatory requirements. The role combines client servicing, investment trade execution, compliance-driven onboarding, and product advisory support within a regulated asset management environment.

Key Responsibilities

• Develop business plans and define market strategies, taking the lead in active acquisition and management of HNW/UHNW clients and driving sustainable, profitable growth in the corresponding market(s)
• Provide market insights, identify business opportunities, and take the lead in leveraging our company's resources to deliver bespoke services and creative solutions to clients.
• Report directly to management and collaborate with other senior stakeholders, the investment and support teams, business partners, and product/service teams to ensure the delivery of business strategy.
• Understand clients and their associates’ backgrounds, and drive the Know Your Customer (KYC) due diligence as a first line of defence to meet related compliance and internal requirements.

Key Requirements

• 8 years’ experience in relationship management within private banking, wealth management and/or advisory roles holding established relationships with UHNW/HNW clients.
• Solid track record in asset development, asset growth, asset management and revenue generation.
• Able to develop and execute a strategic business plan with a clear growth vision.
• Extensive market connections and deep understanding of the market landscape, macroeconomy, regulatory environment and cultural nuances of the respective Asian market(s)
• Diploma/Degree in Business Management, Finance, Accountancy, and/or in any field or equivalent
• CMFAS certifications in RES5, M8, M8A, M9, M9A, HI is an added advantage

Additional Infor:

• Monday to Friday (5 days work week): 9:00AM to 6:00PM

• Somerset