Relationship Manager

Resumen del puesto
Indefinido
Singapore
Unos días en casa
Salario: No especificado
Competencias y conocimientos
Desarrollo comercial
Consejo

Swissquote
Swissquote

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El puesto

Descripción del puesto

Relationship Manager reporting to the Head Sales Team, the candidate will be responsible for the following:

  • Primarily focus on developing and maintaining strong client relationships by providing high quality customer service to existing clients and to increase the share of wallet,
  • Front-to-back responsibility for the account opening process of end-clients of our institutional partners by conducting proper documentation review and analyzing KYC pack received from partners for Compliance review submission,
  • Proactively engage with clients to increase the AuM and Revenues and seek business development opportunities to bring new prospective Partners and clients,
  • Act as the Senior account manager and day-to-day point of contact for your clients (front to back responsibility of client relationships) and the wider institutional community in Asia-Pacific,
  • Act as a full member of the Firm’s Institutional Sales team and be involved in regular market landscape updates and competitive analysis sessions with Management team,
  • Be part of key internal projects on new-to-market or expansion of Swissquote products and services for the target market,
  • Identify and pursue new business opportunities within existing and new client relationships,
  • Participate in networking events and industry conferences to enhance business presence,
  • Engage with Clients and understand their needs in order to find and develop solutions,
  • Utilise a consultative approach to identify client needs and provide client-focused solutions, working closely with various internal departments (locally and in Headquarters).

Requisitos

  • 6-8 years of experience in private wealth management, client relationship management, or a similar role with a financial institution licensed by MAS or equivalent jurisdiction supervision,
  • Strong understanding of financial markets and the Wealth Management space (ideally private banking background),
  • Ability to communicate effectively in a verbal and written form in multiple languages, including as mandatory English and as a preference Mandarin - Chinese,
  • Singaporean or Permanent Resident. 

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