Relationship Manager
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Department:
Job Summary
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 Firms 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).
Qualifications :
- 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.
Additional Information :
- Reliable work ethic with exception level of accuracy and attention to detail
- Ability to build strong rapport and trust with clients and stakeholders by having a Client-first approach and commitment to high-class service
- Being able to work in a team and autonomously and under pressure
- Ability to address client inquiries and issues promptly and effectively
- Proactive and an ability to use initiative
- Good communication and interpersonal skills and effective in maintaining working relationships with all stakeholders
- Strong sense of urgency and high energy
- Strong verbal and written communication skills to articulate complex strategies and findings clearly to clients and internal teams
- Strong business acumen for successful client acquisition and retention particularly among UHNWIs and institutional partners.
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
About Company
As a leading provider of online financial services, Swissquote Group offers innovative solutions and comprehensive services to meet the wide-ranging demands of its global clients.With an Online Trading Platform linked to more than 60 stock markets in over 40 countries, including off-e ... View more
