Total 16,053 Full-time relationship manager job vacancies

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

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

[Job ID: 401667]

Overview

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

Responsibilities

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

Requirements

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

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

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

JOB RESPONSIBILITIES:

• Develop and maintain client relationships
• Provide tailored wealth management solutions
• Follow up on client onboarding and after-sales service
• Participate in training and business development activities
• Support business growth through client acquisition and referrals

REQUIREMENTS:

• Sales experience preferred (insurance, banking, or financial services)
• Strong communication and interpersonal skills
• Self-motivated, results-driven, and proactive
• Comfortable working in a performance-based environment
• Fresh graduates or career switchers with strong learning ability are welcome

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)

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.

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

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

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

At Citi, we get to connect millions of people across hundreds of cities and countries every day.  And we've been doing it for more than 200 years.  We do this through our unparalleled global network.  We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

• Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country
• We empower our employees to manage their financial well-being and help them plan for the future

Citi Wealth is an integration of Citi Private Bank and the Consumer Wealth organization into a single business enabling Citi to serve its clients across the wealth spectrum and capitalize on Citi’s industry leading capabilities to support the goal of Wealth, which is to be the leading wealth management provider globally.

The Ultima Card Relationship Manager is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information.

Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.


Responsibilities:

• Client Account Management.

• Review customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.

• Advise customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.

• Review product penetration for the assigned client base, identify potential customers who can be sold tailored products to enhance product penetration.

• Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.

• Organize customer events to enhance customer bonding.

• Acquire new customers through converting referral leads.

• Compliance, Risk & Controls.

• Ensure that KYC/AML and other compliance norms are strictly adhered to.

• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.

• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Qualifications:

• 2-5 years relevant experience

• Ability to manage relationships both internal and external; Ability to prioritize

• Mandatory certifications as required for selling financial products

Education:

• Bachelor's/University degree or equivalent experience