Total 15,613 relationship manager job vacancies

Relationship Manager (Senior Private Banker | CACS Certified) | CSBDU02

This is a perm role for one of our private banking client

Work Location: CBD Area

Job Scope

• Relationship Managers are high-level professionals who manage an affluent customer’s wealth holistically.
• Directly responsible for interfacing and engaging with clients on a day-to-day basis with the objective to grow and protect the clients’ wealth for the enjoyment of their successors and their heirs with consultative process
• Relationship Managers gather information about the client’s needs & wants, then tailor a personalized strategy that uses a range of financial products and services.
• Customize investment strategies to address each client’s unique circumstances as well as specific preferences for income, liquidity, and risk.
• Where appropriate, they pursue cross-border investment opportunities to enhance returns and provide additional diversification.
• Relationship Manager (RM) is expected to achieve the annual business targets on business development, relationship management and customer profile balances based on more complex investment requirements while ensuring accurate and timely completion of the entire sales and compliance process.

Job Description

The Relationship Manager is primarily responsible for achieving business targets through the following:

1. Acquisition of new high net worth customers
2. Generation of additional volume from existing customers across sales channels
3. Development and engagement of strong relationships with assigned customers
4. Delivery of excellent customer service through investment products and service offerings
5. Trust Advisory Referrals

A. Business Development

1. Achieves business targets on acquiring, on-boarding and deepening of Mass affluent customers.
1.1. Identifies and promotes a robust pipeline of prospective customers.
1.2. Sets appointments proactively and meets with customers to establish their needs & requirements.
1.3. Pursues marketing and solicitation of investible funds from existing and new accounts.
1.4. Develops proposals in accordance with the requirements of each account, in line with the client’s objective
and needs relative to yield safety, liquidity and diversification.
1.5. Submits proposals and ensures follow-ups in a timely manner including preparation of call reports to apprise
management of the account status.
1.6 Conducts client presentations.
1,7 Networks with customers in order to create new business contacts.

2. Liaises proactively with branch partners for referrals and cross-sell opportunities.
3. Develops and deepens relationships with assigned customers.
4. Engages support of specialists to provide technical advice to customers when necessary.
5. Analyzes trends in the market as well as customer profiles to identify potential opportunities for the
organization.

B. Client Relationship Management

1. Monitors customers’ accounts and portfolios providing proactive, timely, relevant market updates and advice
through regular calls and meetings, thus building long-term relationships.
2. Seeks to establish and understand customers’ real needs and expectations.
3. Executes sales and investment strategies/activities effectively.
4. Maximizes each client or branch interaction by building on customer cues to gain commitment to products,
services, and solutions.
5. Builds and develops relationships with customers –e.g., accompanying them at social/lifestyle events.
6. Reviews accounts regularly to ensure the growth of the aggregate fund level.

With Professional Certification and Licenses

• CACS certified CACS I and II

Interested applicants, please click "APPLY NOW"

We regret to inform you that only shortlisted candidates will be notified.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Joselito Peciller | EA Reg No: R25126580

About the role

We are partnering with an international private bank to hire an Assistant Relationship Manager to support front-office teams in delivering high-quality wealth management services to high-net-worth clients. This role is based in Singapore and offers exposure to client servicing, operations, and regulatory processes within private banking.

Key Responsibilities:

• Provide day-to-day support to Relationship Managers, ensuring efficient handling of client requests and administrative tasks.

• Coordinate client interactions, including meeting preparation, follow-ups, and preparation of presentations and reports.

• Monitor and manage risks by ensuring completeness of documentation, highlighting discrepancies, and following up on outstanding issues with relevant stakeholders.

• Maintain accurate client records and support onboarding processes in line with internal and regulatory requirements.

• Monitor outstanding items and liaise with internal teams to ensure timely execution of client instructions.

• Assist with business activities such as reporting, expense management, and process improvement initiatives.

Requirements

• Degree in Finance, Business, or a related discipline.

• Relevant experience in private banking, wealth management, or financial services support roles.

• Basic knowledge of investment products and client servicing processes.

• Strong organisational skills, attention to detail, and ability to work in a fast-paced, team-oriented environment.

Interested candidates who wish to apply for the above positions, please click "Apply now"

We regret that only shortlisted candidates will be notified.

JAC Recruitment Pte. Ltd.

EA License No: 90C3026

EA Personnel No: R26162205

EA Personnel Name: Wu Zhen Xi

We are seeking a highly motivated and results-oriented Custody Relationship Manager to join our dynamic client facing team. In this role, you will be responsible for developing and managing relationships with financial institutions clients and provide them with tailored business solutions. This is an excellent opportunity for a seasoned professional looking to advance their career in the securities industry and contribute to the growth of our business.

Job description

• Maintain relationship with new and existing custody clients, being the main point of contact with client and internal stakeholders. Responsible for the daily management of both domestic and global custody clients, including new client acquisition and onboarding processes by fulfilling custodian business KPI.
• Promote cross sales and business development and cooperation across various areas such as deposits and loans, and achieve sales target KPIs consist of loan volume, deposit volume, overall operating revenue and asset under custody (AUC).
• Handle credit initiation and management for clients with financing needs, including but not limiting to customer credit rating, credit line approval, post-loan management, and various risk monitoring tasks. Drive cross-selling of a full range of financial products to institutional clients, including RMB clearing, credit facilities, financial markets, bonds, trade finance, with main focus on custody services.
• Manage client’s expectations and propose appropriate strategic business solutions.
• Conduct industry research related to non-bank financial institutions; develop and maintain relevant business policies and procedures; support new product development and market entry.
• Work with internal and external stakeholders on business related discussions.
• Coordinate with industry associations and participate in various client involvement events.

Requirements

• Bachelor degree from a recognized university.
• Minimum 5 years of experience in the financial industry, with strong abilities in client relationship management, marketing, and customer service. Knowledge of custody business will be an added advantage.
• Good understanding on the expectations of both domestic and global financial institution clients.
• Experienced in achieving sales KPI by the management team.
• Familiar with trade life cycle and understanding of custody business like settlements and clearing, financial markets, capital markets, and trade finance and risk management.
• Candidates with outstanding capabilities may be considered even if they do not meet the standard industry background or experience requirements.
• Good written and verbal English and Chinese is highly preferred in order to provide service to Chinese speaking clients. Ability to write in Business Chinese will be an added advantage for writing reports to Head Office when necessary.

[Job ID: 1626905] 

Key Responsibilities

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

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

Requirements

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

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

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

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

JOB ID: 1059795
Kickstart Your Banking Career with a Leading Financial Institution

Are you looking to build a rewarding career in banking and financial services? Whether you're a customer service professional, retail sales specialist, or mid-career switcher, this is an excellent opportunity to enter the banking industry with structured training and career development.

You will work closely with experienced banking professionals to develop relationship management skills, understand customers' financial goals, and provide tailored banking solutions.

What You'll Be Doing

• Build meaningful relationships with customers and understand their financial needs and aspirations
• Introduce suitable banking and wealth solutions, including savings, insurance, lending, and investment products
• Engage customers through branch activities, referrals, and client acquisition initiatives
• Deliver exceptional customer service and create positive banking experiences
• Learn about financial markets, wealth management, and banking products through structured training programs
• Work towards individual and team performance goals while developing a strong foundation in relationship management

Who We're Looking For

• Diploma or Degree in any discipline
• Candidates without prior banking experience are welcome to apply
• Mid-career professionals looking to transition into banking are encouraged to apply
• Experience in customer-facing industries such as hospitality, retail, real estate, aviation, luxury sales, insurance, or customer service is advantageous
• Strong communication and interpersonal skills
• Passion for working with people and helping customers achieve their financial goals
• Driven, self-motivated, and eager to learn

Why Join Us?

✅ Structured training and mentorship program

✅ Clear career progression into Relationship Management and Wealth Management

✅ Opportunity to build a long-term career with a leading bank

✅ Attractive performance-based incentives

✅ Exposure to banking, investments, insurance, and financial planning

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

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

Job Description:

• In charge of managing and developing relationships with an assigned portfolio of existing customers to enhance retention and business growth.
• In charge of sourcing and pursing new sales opportunities through prospecting, cold outreach, and networking activities.
• Responsible in keeping accurate and updated customer information while preparing regular sales performance reports
• Communicate regularly with clients to understand their needs and recommend suitable solutions.
• Work closely with internal departments to ensure smooth coordination and a positive customer experience.
• In charge of supporting the planning and implementation of sales strategies that contribute to the company’s business objectives.

Requirements:

• Min Nitec and above
• Minimum 3 years of working experience in inside sales / account management in the car rental industry
• Familiarity with CRM platforms and analytical tools for monitoring and reporting sales activities.

To submit your application, please apply online apply@rn-care.com or call +(65) 6220 0847 for private and confidential discussion.

Your interest will be treated with the strictest of confidence. We regret that only shortlisted candidates will be notified or contacted.

RN Care Pte. Ltd.
EA License No: 17C8900

The client is a HNW insurance broker firm.

Job responsibilities

• Prepare presentation decks for sales team usage for client engagement

• Assist in gathering relevant information and documentation from clients and relevant stakeholders.

• Maintain service standards to develop and improve customer satisfaction and retention

• Ensure that all customer requests are handled in a timely and consistent manner

• Ensure that all transactions are in adherence to regulatory, compliance and internal audit requirements

• Support sales team to provide excellent service to high net-worth clients to achieve client retention

• Partner customer, Business Support and service providers to ensure timely transaction processing and service delivery of customers requirements and enquiries

• Help in organizing and executing client prospecting activities, including lead tracking and initial outreach.

• Support follow-up and meeting scheduling with prospective and existing clients and partners.

Skills and requirements 

• Diploma in Business Administration, Finance, Marketing, or related field.

• At least 3–4 years of experience in a support, coordination, or client service role. Familiarity with insurance application processes and terminology is a strong advantage.

• Strong organizational and time-management skills; able to multitask with minimal supervision

• Proficient in Microsoft Office (Word, Excel, PowerPoint)

• Excellent written and verbal communication skills

• Customer-focused with strong interpersonal and teamwork skills

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

Reg. No. R2199597

BeathChapman Pte Ltd

Licence no. 16S8112

• Identify business opportunities
• Maintain and develop relationship with prospective and existing customers
• Prepare credit proposals and credit reviews
• Inspect and evaluate credit documentation
• Ensure compliance with internal and regulatory guidelines
• Maintain and update credit files and documentation

Qualified candidates are invited to submit their applications in (MS Word) format to

Tan Wan Yee, Ashlyn R26162123 at ashlyntan@recruitexpress.com.sg

Recruit Express Pte Ltd

EA Licence No: 99C4599

Only shortlisted applicants will be notified.

Our client is a dynamic professional service Industry. Due to business needs, they are now recruiting a Client Relationship Executive (Outdoor Sales) to be part of their Team for ongoing transformation projects. They are located in the Central - easily accessible.

• Location: Flexible (50% Work-From-Office)
• Salary: Basic $4,000 – $5,000 + Commission + Bonus

Responsibilities:

• Drive client acquisition and retention by generating leads, managing relationships, and identifying new sales opportunities in a dynamic and innovative environment.
• Source and qualify new business leads to grow the client portfolio.
• Conduct discovery meetings to understand client requirements and develop tailored solutions.
• Prepare and present proposals to convert prospects into long-term clients.
• Manage and nurture client relationships through regular check-ins and business reviews to ensure satisfaction and retention.

Requirements:

• Diploma in Business, Accounting, Finance, Marketing, or related field
• 4 years of experience in business development, account management, or B2B sales

Interested candidates who wish to apply for the advertised position, please click APPLY NOW or email an updated copy of your resume/cv.

We regret that only shortlisted candidate will be notified.

Email Address: jobs@recruitpedia.sg

Recruitpedia Pte. Ltd.

EA License No: 19C9682

EA Personnel No: R25157233 (Loh Pooi Keng)

Our client is a dynamic professional service Industry. Due to business needs, they are now recruiting a Client Relationship Executive (Outdoor Sales) to be part of their Team for ongoing transformation projects. They are located in the Central - easily accessible.

• Location: Flexible (50% Work-From-Office)
• Salary: Basic $4,000 – $5,000 + Commission + Bonus

Responsibilities:

• Drive client acquisition and retention by generating leads, managing relationships, and identifying new sales opportunities in a dynamic and innovative environment.
• Source and qualify new business leads to grow the client portfolio.
• Conduct discovery meetings to understand client requirements and develop tailored solutions.
• Prepare and present proposals to convert prospects into long-term clients.
• Manage and nurture client relationships through regular check-ins and business reviews to ensure satisfaction and retention.

Requirements:

• Diploma in Business, Accounting, Finance, Marketing, or related field
• 4 years of experience in business development, account management, or B2B sales

Interested candidates who wish to apply for the advertised position, please click APPLY NOW or email an updated copy of your resume/cv.

We regret that only shortlisted candidate will be notified.

Email Address: jobs@recruitpedia.sg

Recruitpedia Pte. Ltd.

EA License No: 19C9682

EA Personnel No: R25157233 (Loh Pooi Keng)

Our client is a dynamic professional service Industry. Due to business needs, they are now recruiting a Client Relationship Executive (Outdoor Sales) to be part of their Team for ongoing transformation projects. They are located in the Central - easily accessible.

• Location: Flexible (50% Work-From-Office)
• Salary: Basic $4,000 – $5,000 + Commission + Bonus

Responsibilities:

• Drive client acquisition and retention by generating leads, managing relationships, and identifying new sales opportunities in a dynamic and innovative environment.
• Source and qualify new business leads to grow the client portfolio.
• Conduct discovery meetings to understand client requirements and develop tailored solutions.
• Prepare and present proposals to convert prospects into long-term clients.
• Manage and nurture client relationships through regular check-ins and business reviews to ensure satisfaction and retention.

Requirements:

• Diploma in Business, Accounting, Finance, Marketing, or related field
• 4 years of experience in business development, account management, or B2B sales

Interested candidates who wish to apply for the advertised position, please click APPLY NOW or email an updated copy of your resume/cv.

We regret that only shortlisted candidate will be notified.

Email Address: jobs@recruitpedia.sg

Recruitpedia Pte. Ltd.

EA License No: 19C9682

EA Personnel No: R25157233 (Loh Pooi Keng)

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