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Relationship Manager

U3Singapore, Singapore

30+ days ago

Job description

Job : Relationship Manager - Banking

Duration : Permanent

Client : Banking

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 organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.

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.

Job description : Strategy

Responsibilities that are related to the development and implementation of a strategy, for example, Awareness and understanding of the Group’s business strategy and model appropriate to the role.

Business

Responsibilities related to the delivery of business and / or financial objectives.

Processes

Reference the processes for which the Role Holder is responsible, as per the Operational Risk Framework definition of first / second line.

People & Talent

Responsibilities that are related to the development and implementation of a strategy, for example, Awareness and understanding of the Group’s business strategy and model appropriate to the role.

Risk Management

Responsibilities relating to identifying, assessing, monitoring, controlling and mitigating risks to the Group, as well as an awareness and understanding of the main risks facing the Group and the role the individual plays in managing them.

Key stakeholders

Product managers, STMs and etc.

Our Ideal Candidate

RNF & CFMAS Certificates

3+ years of client acquisition experience

Role Specific Technical Competencies

Client Acquisition Experience

Account Management (of HNW Individuals) Experience

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

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Relationship Manager • Singapore, Singapore