Relationship Manager, International Clients (Offshore)

Responsibilities:

• Client Acquisition & Relationship Management: Maximise new business opportunities, acquire new clients, and deepen relationships with existing customers within the Priority Clients segment while adhering to specified service standards.
• Financial Advisory: Conduct professional, consultative financial analysis and profiling sessions with customers to understand and meet their financial needs and objectives.
• Market Insights: Provide regular updates on market trends and analysis of local and international financial products to foster deeper client relationships.
• Sales Planning: Collaborate with team managers to develop monthly plans aimed at achieving or exceeding sales targets for new business acquisition and customer retention.
• Marketing & Promotions: Participate in marketing campaigns and promotional activities designed to attract new customers.
• Prospecting & Referrals: Source individual prospects and solicit referrals from internal stakeholders such as relationship managers, staff, or other departments.
• After-Sales Service: Deliver efficient, high-quality after-sales services to ensure client satisfaction.
• Retention Strategies: Implement anti-attrition measures to retain existing clients effectively.
• Presentations & Outreach: Organise and conduct sales presentations for groups, clubs, associations, companies, and other organisations.
• Compliance: Adhere strictly to money laundering prevention procedures by reporting any suspicious activity to the relevant monitoring unit. Ensure compliance with all regulations set by internal policies and external regulatory authorities.

Key Measurables:

• Achievement of agreed individual sales targets.
• Delivery of agreed service standards to customers.
• Compliance with operational controls and sales guidelines.

Strategy:

• Maintain awareness of the organisation's business strategy and sales model relevant to the role.

Business Acumen:

• Stay informed about the broader business environment, economic conditions, and market trends impacting the organisation.

Processes:

• Execute sales targets effectively while maintaining operational efficiency.

People & Talent:

• Collaborate with clients and internal stakeholders such as relationship managers from other regions, third-party referral channels, and operations teams to achieve shared goals.

Risk Management:

• Ensure strict adherence to compliance requirements governed by regulatory authorities such as MAS (Monetary Authority of Singapore).

Governance:

• Maintain awareness of the regulatory framework governing the role and ensure alignment with applicable laws, regulations, and organisational policies.

Regulatory & Business Conduct:

• Uphold exemplary conduct by living out the organisation's values and code of conduct.
• Take personal responsibility for embedding high ethical standards in all aspects of work, ensuring compliance with applicable laws, regulations, guidelines, and codes of conduct.
• Lead efforts within the team to achieve fair outcomes for clients while mitigating risks related to financial crime compliance and conduct matters.

Key Stakeholders:

Collaborate closely with Treasury, Investment Specialists, Insurance Specialists, Relationship Managers from other regions, referral channels, and operations teams.

Other Responsibilities:

• Promote the organisation's brand values in all interactions within the team.
• Perform additional responsibilities assigned under organisational policies or functional procedures.

Requirements:

• Strong understanding of core concepts in wealth management and banking processes.
• Excellent communication skills to handle internal and external stakeholders.
• Relevant CMFAS certifications attained (e.g., Modules 5/8/9).
• Experience managing Non-Resident Indian (NRI) clients preferred.
• Minimum 5 years of experience in banking or related fields.
• Educational background in finance-related studies focusing on financial planning, portfolio reviews, or asset allocation strategies.

What's next:

Do note that we will only be in touch if your application is shortlisted.
Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R1988743 Raymond Gan