Total 18,714 Full-time relationship manager job vacancies in The Philippines

[Job ID: 533220]

Join us as a Wealth Planning Manager, where you will deliver tailored financial advice and solutions to retail clients, guiding them toward their long-term financial objectives.

As a key representative of branch banking, you will engage customers across multiple channels, including in-branch consultations and tele-appointments, to understand their financial needs and aspirations. You will provide comprehensive wealth planning advice and recommend suitable solutions from a broad product portfolio. This role places strong emphasis on building enduring client relationships founded on trust, professionalism, and ethical advisory practices.

This opportunity is well-suited for Degree or Diploma holders with a keen interest in wealth management. Strong interpersonal skills, professional conduct, and the flexibility to work on weekends are valued.

Responsibilities:

• Provide advisory services to individual retail customers on personal banking and financial products
• Engage customers through branch-based interactions, tele-appointments, and outreach initiatives
• Deliver holistic financial planning advice supported by sound financial knowledge
• Identify and recommend appropriate financial solutions aligned with customers’ financial goals
• Ensure full compliance with banking regulations, policies, and industry guidelines
• Build and maintain long-term relationships with existing clients
• Conduct regular follow-ups with existing and prospective customers to review and assess financial needs

Requirements:

• Bachelor’s degree from a recognized university or a diploma from a local polytechnic
• Strong interest in financial planning or wealth management
• Good interpersonal and communication skills with a professional approach
• Willingness to work flexible hours, including weekends
• Candidates with more extensive financial advisory experience may be considered for a Senior Wealth Planning Manager position

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: Tung Chi Jun (Deng Zijun)

EA Personnel Reg. no.: R25157470

EA License no.: 07C5771

about the company. 

An established global corporate bank with a growing international footprint. The organization is focused on expanding its regional market presence across Southeast Asia while maintaining long-term stability and portfolio growth.

about the job. 

As an Associate, you will support the expansion of a diversified portfolio covering both corporate entities and real estate investments.

• Facilitate client relationship management, credit reviews, and onboarding compliance assessments.

• Evaluate client financial structures, credit potentials, and associated asset or market risks.

• Coordinate transaction processing and compile comprehensive data for relationship development plans.

• Prepare credit applications and perform detailed financial analysis on corporate borrowers.

• Collaborate with internal stakeholders to drive regional business alignment and support senior team members on diverse transactions.

skills and experience required.

• Minimum of 3 years of experience in credit risk, account management, or corporate financial analysis.

• Strong background in financial statement analysis and a solid understanding of accounting principles.

• Familiarity with client due diligence, regulatory compliance checks, and legal documentation.

• Exceptional interpersonal and communication skills to engage confidently with corporate clients.

• Regional market exposure or familiarity with Southeast Asian corporate landscapes is highly advantageous.
  

Please click on the 'apply' button to apply online. For more information, please reach out to Judy Low at judy.low[@]randstad.com.sg.

(EA: 94C3609 / R22110790)

[Job ID: 1070953]

Join our Priority Banking – Offshore team as a Relationship Manager and shape the financial future of our high-net-worth clients.

We offer more than just banking; we provide bespoke wealth solutions. In this role, you will be the primary advisor, conducting consultative analysis to understand and meet the unique financial objectives of our offshore clients.

We are seeking a dynamic professional with at least 3 years of relationship management experience. Your expertise will be crucial in deepening client relationships by providing insightful market updates and trend analysis. If you are driven to exceed targets and thrive in a collaborative, high-performing environment, this is your opportunity to build a rewarding career with a leading international bank.

Responsibilities

• Conduct consultative financial analysis and profiling sessions to understand clients’ needs and objectives.
• Strengthen client relationships by providing regular market updates and insights on local and international financial products, with a focus on Malaysia.
• Collaborate with team managers to develop monthly plans for achieving and exceeding sales targets.
• Participate in marketing and promotional activities to support client acquisition and business growth.
• Uphold the organisation’s values and ensure compliance with regulatory and ethical standards.

Requirements

• Minimum 3 years of experience in relationship management within financial services.
• Strong understanding of wealth management principles and banking processes.
• Knowledge and experience in offshore markets is an added advantage.
• Excellent communication and interpersonal skills with a client-centric approach.
• Degree from a recognised institution.

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: Tung Chi Jun (Deng Zijun)
EA Personnel Reg. no.: R25157470
EA License no.: 07C5771

[Job ID: 1059795] 
 

Job Summary:

Lead branch-level sales by delivering personalised wealth solutions and strengthening long-term client relationships in a dynamic banking environment.

Responsibilities:

• Conduct comprehensive financial needs analysis and client profiling to identify investment objectives.
• Build and maintain strong client relationships through regular portfolio reviews, market insights, and trend updates.
• Recommend and promote a broad suite of banking and treasury products, including structured notes, leveraged FX solutions, and corporate or sovereign bonds.
• Design and implement customised wealth management strategies covering bancassurance, lending solutions, and investment products.

Requirements:

• At least 1 year of sales experience in banking or wealth management.
• Diploma or Degree in any discipline from a recognised institution.
• Strong communication and interpersonal skills to effectively engage and manage client relationships.
• Results-oriented, proactive, and self-motivated with a strong drive to achieve sales targets.

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: Tung Chi Jun (Deng Zijun) 
EA Personnel Reg. no.: R25157470 
EA License no.: 07C5771

Job Summary

The purpose of the role is to

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

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 organize 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.

Key Responsibilities

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.

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

Our Ideal Candidate

• 3+ years of experience in client acquisition, relationship management and retail banking.

• Excellent communication, interpersonal and relationship building skills.

• Self-starters and team players who enjoy working in an international environment.

• Experience in client networking

Role Specific Technical Competencies

• Account Management (of HNW Individuals) Experience

• Experience in managing Vietnam markets

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

An established regional bank is seeking an Assistant Relationship Manager to support its Corporate Banking team in managing and growing corporate client relationships.

Key Responsibilities

• Support Relationship Managers in client servicing, account management, and business development activities.
• Coordinate client onboarding, KYC reviews, account maintenance, and regulatory documentation requirements.
• Assist in monitoring loan and trade transactions, preparing facility documentation, and ensuring timely execution of client requests.
• Participate in client meetings, business calls, and site visits while supporting the pursuit of new business opportunities.
• Prepare management reports, client presentations, and internal submissions.
• Serve as a key liaison between clients and internal stakeholders to ensure efficient delivery of banking solutions, including cash management, trade finance, and digital banking services.
• Handle day-to-day client enquiries and support internet banking implementation and maintenance.

Requirements

• Degree holder with at least 3 years of relevant corporate banking experience in an Assistant Relationship Manager or similar client-facing support role.
• Exposure to transaction banking products such as cash management, liquidity solutions, and trade finance will be advantageous.
• Familiarity with KYC, client onboarding, and regulatory requirements within the banking sector.
• Strong organisational skills with the ability to manage multiple priorities in a fast-paced environment.
• Excellent communication, stakeholder management, and client servicing capabilities.

JF
Reg. No. R1875901
BeathChapman Pte Ltd
Licence no. 16S8112

Principal Responsibilities:

• Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients.
• Oversee the total wealth of clients, matching financial and investment product solutions to their needs.
• Demonstrate a genuine interest in customers, helping them achieve their financial goals.
• Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.
• Promote services to potential clients, explore their needs, and refer them to relevant business units when necessary.

Requirements:

• University-level education, preferably in finance, business, or a related field.
• >6 years of experience in a client-facing environment within banking with strong relationship-building skills.
• Proven sales ability with a customer-centric approach and excellent communication and interpersonal skills.
• A strong understanding of financial markets and a genuine interest in staying informed.
• Independent mindset with the ability to perform effectively under pressure.
• Relevant CMFAS certificates

To apply online please use the apply function(EA: 94C3609/ R21103354)

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

[Job ID: 1070953]

Join our Priority Banking – Onshore team as a Relationship Manager and shape the financial future of our high-net-worth clients.

We offer more than just banking; we provide bespoke wealth solutions. In this role, you will be the primary advisor, conducting consultative analysis to understand and meet the unique financial objectives of our clients.

We are seeking a dynamic professional with at least 2 years of relationship management experience. Your expertise will be crucial in deepening client relationships by providing insightful market updates and trend analysis. If you are driven to exceed targets and thrive in a collaborative, high-performing environment, this is your opportunity to build a rewarding career with a leading international bank.

Responsibilities

• Conduct consultative financial analysis and profiling sessions to understand clients’ needs and objectives.
• Strengthen client relationships by providing regular market updates and insights on local and international financial products.
• Collaborate with team managers to develop monthly plans for achieving and exceeding sales targets.
• Participate in marketing and promotional activities to support client acquisition and business growth.
• Uphold the organisation’s values and ensure compliance with regulatory and ethical standards.

Requirements

• Minimum 2 years of experience in relationship management within financial services.
• Strong understanding of wealth management principles and banking processes.
• Knowledge and experience in offshore markets is an added advantage.
• Excellent communication and interpersonal skills with a client-centric approach.
• Degree from a recognised institution.

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: Tung Chi Jun (Deng Zijun)
EA Personnel Reg. no.: R25157470
EA License no.: 07C5771

Up to $5,000 Basic Salary + Allowances + VB
Nearest MRT: Chinatown

Job Description

We are seeking a proactive and results-driven Loan Business Relationship Manager (LBRM) to drive client acquisition and portfolio growth in the SME financing space. The ideal candidate should be confident in sourcing, assessing, and managing borrower relationships from lead generation to disbursement and post-sales servicing.

Key Responsibilities

• Proactively identify and acquire new SME clients requiring unsecured working capital financing.

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

• Conduct preliminary credit assessments, including analysis of financial statements, bank statements, and ACRA reports.

• Structure suitable financing solutions based on clients’ cash flow and funding requirements.

• Manage the full sales cycle: Prospecting → Pitching → Submission → Negotiation → Closing.

• Work closely with credit and operations teams to ensure smooth deal execution.

• Maintain strong post-disbursement relationships to encourage repeat business and referrals.

• Monitor portfolio repayment performance and manage account renewals.

Job Requirement

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

• Proven track record in originating and closing unsecured business loans.

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

• Self-driven, resilient, and able to work independently in a target-driven environment.

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

• Experience in fintech lending or alternative financing platforms is an advantage.

We regret that only shortlisted candidates will be notified. Other applications will be updated to our database for future job opportunities.

By submitting any resumes or applications to Pasona Singapore Pte Ltd, you are considered to have read and agreed on the terms of our Privacy Policy, and consented to us collecting, using, retaining, disclosing your personal information to the prospective employers for their consideration.

Effective from 1 October 2020 under the new Employment Agencies (EAs) Licence Conditions,

EAs will be required to collect the personal data (e.g. NRIC number number for overseas candidates) of applicants referred to employers for permanent or contract job positions of at least six months with a fixed monthly salary of S$3,300 and above.

PDPA requirements on collection, use, and disclosure of personal data would not be applicable to EAs that are collecting such information as it is a regulatory requirement by Ministry of Manpower.

Please find Privacy Policy Agreement from the below link.

http://www.pasona.com.sg/privacy.html

Khoo Tiffany

EA Registration No: R22107626

Pasona Singapore Pte. Ltd.

EA License No: 90C4069

Role Overview:

The Private Wealth Management Relationship Manager (RM) is responsible for developing and managing a portfolio of High Net Worth Individuals (HNWIs). The RM plays a strategic role in acquiring new clients, crafting personalized wealth management solutions, and maintaining long-term client relationships. The role demands a strong understanding of investment products, regulatory requirements, and cross-border wealth management practices.

Key Responsibilities Breakdown:

1. Client Acquisition & Relationship Development

• Proactively identify, source, and acquire new HNWI clients, particularly from Greater China.
• Cultivate strong, long-term relationships with clients by understanding their life priorities, business interests, and wealth generation sources.
• Develop customized solutions aligned with clients’ financial goals, risk appetite, and wealth preservation strategies.

2. Advisory & Investment Solutions

• Conduct comprehensive financial and investment reviews, recommending appropriate products and services.
• Design and deliver tailored investment portfolios and wealth structuring solutions (e.g., fixed income, equities, FX, funds, alternative investments).
• Provide financing and liquidity solutions where appropriate, including margin financing or structured lending options.

3. Client Servicing & Portfolio Management

• Offer ongoing post-sales support, addressing clients’ evolving needs and service requests.
• Monitor client portfolios, proactively recommend adjustments based on market changes or client circumstances.
• Ensure high levels of service quality and responsiveness to build client trust and satisfaction.

4. Sales Performance & Business Targets

• Meet or exceed annual revenue and asset growth targets, in line with the bank’s private banking strategy.
• Collaborate with product, investment advisory, and operations teams to achieve cross-functional business goals.

5. Compliance & Risk Management

• Maintain strict adherence to regulatory requirements, including MAS and internal Fubon compliance standards.
• Ensure full compliance with AML/KYC, client suitability, and product appropriateness regulations.
• Stay current on regional regulatory changes that impact client onboarding and ongoing relationship management.

Candidate Requirements Breakdown:

1. Educational & Professional Background

• Bachelor’s degree (preferably in Finance, Business, Economics or related fields).
• Minimum 5 years of experience in private banking, priority banking, or wealth management.
• Direct experience with Greater China HNW client base is a strong advantage.

2. Regulatory & Licensing Competency

• Holder of Singapore’s Client Advisor Competency Standards (CACS), both Module 1 & 2.
• Solid understanding of MAS regulatory framework, including AML/CFT and suitability obligations.

3. Client & Market Knowledge

• Deep familiarity with Greater China markets: cultural fluency, language (Mandarin proficiency), and financial product preferences.
• Understanding of offshore and onshore wealth structures relevant to Chinese/Taiwanese clients.

4. Product & Technical Knowledge

• Broad knowledge of investment products, financial markets, and wealth management tools.
• Ability to articulate and position complex financial solutions in a clear, client-centric manner.

5. Sales & Interpersonal Skills

• Strong client-facing presence, high emotional intelligence, and relationship-building ability.
• Excellent communication and presentation skills to engage HNW clients and influence internal stakeholders.
• Strong business acumen and self-driven to meet KPIs under minimal supervision.

Interested candidates are encouraged to submit their resumes along with a cover letter outlining their relevant experience and achievements to apply79@talentvis.com or click apply now!

**We regret to inform that only shortlisted candidates would be notified**

Talentvis Singapore Pte Ltd | EA License No: 04C3537

EA Personnel Name: Reggie Tiongson | EA Personnel No: R1324767

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

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

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

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

Role Overview:

The Private Wealth Management Relationship Manager (RM) is responsible for developing and managing a portfolio of High Net Worth Individuals (HNWIs). The RM plays a strategic role in acquiring new clients, crafting personalized wealth management solutions, and maintaining long-term client relationships. The role demands a strong understanding of investment products, regulatory requirements, and cross-border wealth management practices.

Key Responsibilities Breakdown:

1. Client Acquisition & Relationship Development

• Proactively identify, source, and acquire new HNWI clients, particularly from Greater China.
• Cultivate strong, long-term relationships with clients by understanding their life priorities, business interests, and wealth generation sources.
• Develop customized solutions aligned with clients’ financial goals, risk appetite, and wealth preservation strategies.

2. Advisory & Investment Solutions

• Conduct comprehensive financial and investment reviews, recommending appropriate products and services.
• Design and deliver tailored investment portfolios and wealth structuring solutions (e.g., fixed income, equities, FX, funds, alternative investments).
• Provide financing and liquidity solutions where appropriate, including margin financing or structured lending options.

3. Client Servicing & Portfolio Management

• Offer ongoing post-sales support, addressing clients’ evolving needs and service requests.
• Monitor client portfolios, proactively recommend adjustments based on market changes or client circumstances.
• Ensure high levels of service quality and responsiveness to build client trust and satisfaction.

4. Sales Performance & Business Targets

• Meet or exceed annual revenue and asset growth targets, in line with the bank’s private banking strategy.
• Collaborate with product, investment advisory, and operations teams to achieve cross-functional business goals.

5. Compliance & Risk Management

• Maintain strict adherence to regulatory requirements, including MAS and internal Fubon compliance standards.
• Ensure full compliance with AML/KYC, client suitability, and product appropriateness regulations.
• Stay current on regional regulatory changes that impact client onboarding and ongoing relationship management.

Candidate Requirements Breakdown:

1. Educational & Professional Background

• Bachelor’s degree (preferably in Finance, Business, Economics or related fields).
• Minimum 5 years of experience in private banking, priority banking, or wealth management.
• Direct experience with Greater China HNW client base is a strong advantage.

2. Regulatory & Licensing Competency

• Holder of Singapore’s Client Advisor Competency Standards (CACS), both Module 1 & 2.
• Solid understanding of MAS regulatory framework, including AML/CFT and suitability obligations.

3. Client & Market Knowledge

• Deep familiarity with Greater China markets: cultural fluency, language (Mandarin proficiency), and financial product preferences.
• Understanding of offshore and onshore wealth structures relevant to Chinese/Taiwanese clients.

4. Product & Technical Knowledge

• Broad knowledge of investment products, financial markets, and wealth management tools.
• Ability to articulate and position complex financial solutions in a clear, client-centric manner.

5. Sales & Interpersonal Skills

• Strong client-facing presence, high emotional intelligence, and relationship-building ability.
• Excellent communication and presentation skills to engage HNW clients and influence internal stakeholders.
• Strong business acumen and self-driven to meet KPIs under minimal supervision.

Interested candidates are encouraged to submit their resumes along with a cover letter outlining their relevant experience and achievements to apply79@talentvis.com or click apply now!

**We regret to inform that only shortlisted candidates would be notified**

Talentvis Singapore Pte Ltd | EA License No: 04C3537

EA Personnel Name: Reggie Tiongson | EA Personnel No: R1324767

• 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