Total 17,278 Manager relationship manager job vacancies in The Philippines

At A Good Helper, we believe that successful helper placements go beyond recruitment. We focus on sourcing, training, and supporting both employers and domestic helpers throughout their employment journey. As we continue to grow, we are seeking a dedicated and people-oriented Customer Relationship Manager to join our team.

Job Responsibilities

• Manage and facilitate communication between employers and domestic helpers throughout the placement process.
• Conduct detailed consultations with employers to understand household requirements, expectations, family dynamics, and job scope.
• Assess helper profiles and recommend suitable candidates based on employers’ needs and household environments.
• Arrange and coordinate interviews between employers and domestic helpers.
• Guide employers and helpers through the onboarding process to ensure a smooth transition into the household.
• Provide ongoing support to employers and helpers after deployment to address concerns, manage expectations, and minimise placement disruptions.
• Handle feedback, complaints, misunderstandings, and disputes in a professional, fair, and impartial manner.
• Identify underlying causes of placement challenges and work collaboratively with both parties to achieve practical and sustainable solutions.
• Conduct regular follow-ups with employers and helpers to monitor adjustment, performance, and well-being.
• Maintain accurate records of client interactions, placement progress, and case management activities.
• Work closely with the sourcing and training teams to improve placement outcomes and reduce turnover rates.

Job Requirements

• Possess a diploma or degree from a recognised institution.
• Strong interpersonal, communication, negotiation, and problem-solving skills.
• Ability to handle sensitive conversations and challenging situations with professionalism and empathy.
• Experience in customer service, relationship management, recruitment, human resources, counselling, social services, mediation, or dispute resolution will be advantageous.
• Prior experience in the domestic helper industry, employment agency industry, childcare industry, hospitality industry, or customer-facing roles will be an advantage.
• Strong ability to assess people, understand family dynamics, and identify suitable matches.
• Comfortable communicating with both employers and domestic helpers from different cultural backgrounds.
• Self-motivated, organised, and capable of managing multiple cases simultaneously.

No prior teaching experience is required as training and support are provided. If you’re excited to support and empower others, we’d love to hear from you!

Job ID: 1070953

Are you passionate about helping clients grow, protect, and manage their wealth?

Our client, a leading international bank, is expanding its Premier Banking team and is seeking driven Relationship Managers who are looking to accelerate their wealth management careers. This is an excellent opportunity to manage a portfolio of affluent clients, deepen client relationships, and provide holistic financial solutions across investments, insurance, and lending.

Key Responsibilities

• Conduct comprehensive financial reviews to understand clients' financial goals, investment objectives, and risk appetite
• Develop and manage long-term relationships with affluent clients through proactive engagement and regular portfolio reviews
• Provide holistic wealth management advice
• Collaborate closely with product specialists to deliver tailored financial solutions
• Grow and deepen client relationships through referrals, asset growth, and cross-selling opportunities
• Stay updated on market developments and provide timely insights to clients
• Achieve business targets while maintaining high service standards and strong portfolio quality

Requirements

• Minimum 1 year of experience as a Relationship Manager within Premier Banking, Priority Banking.
• Experience managing affluent or high-net-worth client portfolios
• Good understanding of investment, insurance, and wealth management products
• Exposure to onshore and/or offshore client segments will be advantageous
• Strong interpersonal, communication, and relationship-building skills
• Results-driven individual with a passion for client engagement and wealth advisory

If you are looking to take the next step in your wealth management career with a reputable banking institution, we would love to speak with you.

We regret that only shortlisted candidates will be notified. However, all applications will be retained in our resume bank for future opportunities. Your application will be processed in line with our company’s Privacy Policy.https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA License No.: 07C5771

JobTitle:                               Corporate Relationship Assistant Manager / Manager (On-site)

Position Reports To:            Relationship Senior Manager / Head of Corporate Services

Job Purpose Summary:      

To assist in the administration and secretarial duties for Singapore companies managed by the Company, while supporting the Corporate Relationship Manager in managing client relationships and ensuring seamless service delivery.

Key Responsibilities and Accountabilities/Duties:

·      Handle full spectrum of corporate secretarial matters for clients, ensuring compliance with statutory development and updates

·      Maintain accurate and up-to-date statutory records and registers for Singapore/offshore companies

·      Coordinate, prepare, review minutes, resolutions, forms and other corporate documents for clients

·      Oversee regulatory deadlines for Singapore/offshore entities, such as lodgement of Registers, filing of Annual Returns and holding of Annual General Meetings etc.

·      Manage CorpPass and Work Pass matters (where applicable)

·      Onboard new clients, conduct due diligence checks and manage ongoing monitoring

·      Manage client invoicing and debtors

·      Ensure adherence to internal policies and procedures

·      Keep up to date with regulatory, statutory, and compliance requirements within Singapore and other jurisdictions where Trident Group has a presence

·      Proactively establish and maintain relationships with clients through consistent communication such as in person, virtual, email, telephone and messaging

·      Assist in maintaining client relationships through effective and consistent communication and providing support on corporate services matters

·      Support the training and development of resources in other offices to enhance quality of work and efficiency

·      Coordination with clients, auditors, tax agents, vendors and other stakeholders

·      Manage ad-hoc projects and tasks as assigned

Skills and Competencies: 

·     Positive and cheerful personality with a strong work ethic and client-centric focus

·     Forward-thinking,adaptable and innovative with a willingness to embrace change

·     Self-motivatedand driver, with a “go-getter” attitude to achieve results

·     Detail-oriented, organized and able to multi-task and prioritize effectively

·     Excellent time management to deliver high quality work on time

·     Resourceful and able to take initiative

·     Good team player with a positive attitude

·     Ability to establish and maintain good client relationships

·     Proficiency in spoken and written Mandarin would be an advantage

·     Experience working with overseas support teams would be an advantage

·     Singaporean or Permanent Resident

What We Offer:

·      Competitive remuneration

·      Opportunity to work with a dynamic team

·      Professional development and training

·      Exposure to a range of corporate secretarial services and clients

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 CandI, staff, etc.

Regulatory and 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.

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

Our Ideal Candidate

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

• CMFAS Exams

• Experience in Managing Vietnam Market

• Good understanding and command of Vietnamese as the incumbent will be supporting Vietnam 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

• Demonstrate good knowledge of financial industry

• Shows resilience in the face of pressure and obstacles

• Builds rapport with others and relates in calm engaging way

• Shows commercial acumen and has a good understanding of business

• Pursue self-development and progression obstacles

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

Job Summary

Purpose of Role

• 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 model appropriate to the role

Business

• Awareness and understanding of the wider business, economic and NRI markets

Processes

• Responsible for executing RM duties including driving revenue and onboarding new clients.

People and Talent

• Lead through example and build appropriate culture and values.

Risk Management

• To execute the trade as per Bank’s laid down policies and processes, and render banking services as per Bank’s guidelines

Governance

• Awareness and adherence of the RNF regulatory framework

Regulatory and 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.

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

Key stakeholders

• Clients, internal and external stakeholders

Other Responsibilities

Embed Here for good and Group’s brand and values in SCB SINGAPORE (WRB AFFLUENT MANAGED) 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

• Experience in Managing UAE Market

• Excellent Communication Skills to manage UAE clients

• 3 years of relevant experience in Sales and Relationship Manager

• Education: Degree Holder

• Licenses: RNF

• Certifications: CMFAS

Role Specific Technical Competencies

• Client Acquisition Experience

• Account Management (of HNW Individuals) Experience

• Experience in managing NRI markets

• Good understanding and command of Hindi as the incumbent will be supporting NRI markets

• Technical knowledge and expertise in consumer banking products (i.e. Treasury, Equities, Funds, Insurance, etc)

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

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

Working Address: Central Business District 

Working hours: 5-day work week, Monday to Friday, 9:00 AM – 6:00 PM

Our client is seeking a driven Business Development professional to drive new client acquisition in Singapore’s SME lending space, focusing on unsecured working capital loans for businesses and personal loans for individuals. 

The role involves building a self-sourced pipeline, managing client relationships, and achieving monthly disbursement targets through proactive outreach, networking, and strong deal execution. 

This is a performance-based role with attractive commission opportunities tied to individual results. 

Responsibilities & Duties:

• Drive new client acquisition in Singapore’s SME financing market, focusing on unsecured working capital loans for businesses and personal loans for individuals

• Build and manage a self-sourced pipeline of borrowers through proactive outreach, networking, and referral partnerships

• Conduct initial client meetings, assess client needs, and evaluate loan suitability in line with internal approval criteria

• Achieve monthly disbursement targets (SGD 200,000 for personal loans / SGD 350,000 for business loans)

• Coordinate with senior team members for deal structuring, credit assessment, and complex case support

• Maintain ongoing borrower relationships for portfolio management, repeat business, and referrals

• Stay informed on SME market trends, competitor offerings, and regulatory developments in Singapore’s alternative lending space
  

Qualifications and Requirements

Must-Have:

• Strong business development capability with experience in outreach, networking, and self-driven prospecting

• Resilience and accountability in a target-driven, commission-based environment

• Strong communication skills in English, with the ability to build trust with SME owners and individual clients

• Ability to work independently and manage a personal pipeline with minimal supervision

Nice-to-Have:

• Prior experience in financial services, SME lending, invoice financing, or B2B sales

• Established network of SME business owners, accountants, or referral partners in Singapore

• Familiarity with Singapore’s licensed lending or fintech lending industry

• Understanding of credit assessment, financial statements, and loan documentation
  

Who We’re Looking For

• A driven self-starter motivated by client acquisition and deal closure

• Someone who views lending as a way to support SMEs and individuals with real financing needs

• A strong relationship-builder who can establish trust quickly and maintain long-term client connections

• A candidate motivated by performance-based rewards and commission-driven outcomes

• A long-term contributor interested in growing within Singapore’s alternative lending market
  

Nextbeat Singapore Pte.Ltd.

EA License Number: 22C1267

EA Personnel: R22110252

• 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

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

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

• 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 job

• Growing the wealth of high net-worth individuals and providing professional services for their banking needs; including insurance and investment across the following markets ((North Asia, Malaysia, Indonesia, ROW, India market etc.)

about the manager/team

Working alongside a competent team, you will have to opportunity to grow in the banking space.

skills and experience required
A degree is minimally required with 3 years of experience in the Banking & Finance Industry. Importantly, you should come with good track record in sales/current portfolio of clients.

To apply online please use the apply function

(EA: 94C3609/ R21103354)

Our client is providing business financing solutions to companies and they have a few job openings for the Relationship Manager position

Responsibilities

• Able to develop new businesses and serve existing clients
• Able to search for new clients leads, do cold calling, build up the network and liaise with brokers
• Conduct due diligence checks on clients and recommend financing solutions based on the clients' requirements
• Maintain good business relationship with new and existing clients
• Work with the team to ensure the contracts and credit reports are done correctly
• Be the main point of contact for clients for matters pertaining to late payment, terms and contracts, and other issues

Requirements

• Diploma or Degree in a related discipline
• Good interpersonal skills
• Able to develop new businesses and get more sales
• Able to think out-of-the-box to get new businesses
• Good track record and able to work independently

Applicants who are interested to apply for this position can send latest resume to alfred.lai@paradigmrecruitment.com.sg

Alfred Lai
EA Reg No: R1545971
EA License No: 21C0434

• Manage existing portfolio.
• Maintain customer relationships
• Initiate syndication loan, term loan and trade finance business and market the bank’s products to corporations in Singapore and the region.
• Have strong financial analysis skills, evaluate and process credit applications for timely approval, prepare loan/security documents, and promote customer active utilization of the facilities.
• Have better understanding of different corporate industries, initiate and participate in industry surveys and deliver industry investigation reports for Head Office.
• Have the ability to summarize corporate signature cases and prepare PPT and articles to promote among Head Office and domestic branches, have strong presentation skills.
• Explore and expand new corporate customer relationships
• Communicate with Head Office and local active banks and other different stakeholders within banking industry, proactively to make sure deal run smoothly.
• Good understanding and knowledge of relevant compliance and risk regulations

Requirements:

• Recognised University Degree with min. 5-7 years’ experience in corporate banking, covering major corporate client relationships.
• Have strong financial analysis skills, project financing experience preferred.
• Positive working attitude, respond to the task assigned timely and responsibly and a good team player

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.