Job description
Roles & Responsibilities
Job Summary
We are looking for a proactive and client-focused Relationship Manager to manage and grow a portfolio of banking clients. The ideal candidate will be responsible for delivering tailored financial solutions, strengthening client relationships, and driving revenue growth through cross-selling banking products and services.
Key Responsibilities
- Manage and develop a portfolio of individual and/or corporate banking clients
- Identify clients’ financial needs and provide customized banking solutions (loans, deposits, wealth products, trade financing, etc.)
- Actively acquire new clients through networking, referrals, and business development activities
- Maintain strong relationships with existing clients to ensure high retention and satisfaction
- Cross-sell and upsell bank products to maximize revenue opportunities
- Conduct financial analysis and risk assessments for credit applications
- Work closely with internal teams (credit, compliance, operations) to ensure smooth execution of transactions
- Ensure compliance with all regulatory requirements and internal policies
- Monitor market trends and competitor activities to identify business opportunities
Requirements
- Bachelor’s degree in Finance, Business, Banking, or related field
- Minimum 3–8 years of experience in banking, financial services, or relationship management
- Strong sales orientation with proven track record in client acquisition and revenue generation
- Good understanding of banking products such as loans, wealth management, and trade finance
- Strong interpersonal, communication, and negotiation skills
- Familiarity with Singapore banking regulations and compliance standards
- Self-motivated and able to work independently
Tell employers what skills you have
Negotiation
Transaction Processing
Regulatory Compliance
banking clients
Client Acquisition
Banking Compliance
Portfolio Management
Cross Selling
Banking
Financial Services
Able To Work Independently
Credit Risk Analysis