We are currently in the process of actively seeking an experienced Relationship Manager who specializes in KYC procedures, with a particular emphasis on onboarding foreign clients, especially within the realm of premium banks and investment institutions in Singapore.
Responsibilities:
Demonstrate proficiency in KYC procedures, ensuring strict compliance with Singapore's regulatory standards for client onboarding.
Utilize effective communication skills to guide clients through the onboarding process and align their documentation with KYC requirements.
Drive the expansion of client portfolios by identifying opportunities and customizing financial solutions to meet client needs.
Identify opportunities to cross-sell or upsell products and services to achieve client goals and boost revenue.
Prepare reports and presentations on client performance, portfolio growth, and revenue projections for management review.
requirements:
A degree is minimally required. You should have sound onboarding and kyc experience.
Proficiency in spoken and written Mandarin is an advantage as you will be dealing with China company's management who only communicate in their native Chinese language
To apply online please use the apply function. (EA: 94C3609/ R21103354 )
show more
about the job
We are currently in the process of actively seeking an experienced Relationship Manager who specializes in KYC procedures, with a particular emphasis on onboarding foreign clients, especially within the realm of premium banks and investment institutions in Singapore.
Responsibilities:
Demonstrate proficiency in KYC procedures, ensuring strict compliance with Singapore's regulatory standards for client onboarding.
Utilize effective communication skills to guide clients through the onboarding process and align their documentation with KYC requirements.
Drive the expansion of client portfolios by identifying opportunities and customizing financial solutions to meet client needs.
Identify opportunities to cross-sell or upsell products and services to achieve client goals and boost revenue.
Prepare reports and presentations on client performance, portfolio growth, and revenue projections for management review.
requirements:
A degree is minimally required. You should have sound onboarding and kyc experience.
Proficiency in spoken and written Mandarin is an advantage as you will be dealing with China company's management who only communicate in their native Chinese language
...
To apply online please use the apply function. (EA: 94C3609/ R21103354 )
show more
skills
no additional skills required
qualifications
no additional qualifications required
education
Bachelor Degree
the application process.
See what comes ahead in the application process. Find out how we help you land that job.
1 of 8
apply with randstad.
Applying for a job is fast and easy. Simply register for a candidate profile and submit your application on our website to start.
2 of 8
we'll contact you.
If you’re suitable for a role, our consultant will contact you to discuss your application and career aspirations.
3 of 8
getting you registered.
If you’ve never worked with us before, we’ll request some basic additional information to confirm your eligibility to work in Singapore.
4 of 8
compliance check.
We'll verify the information through thorough compliance checks and reach out if we need more information.
5 of 8
reference and background check.
As part of the process in ensuring you’re a good fit for the role, we’ll make contact with the references you’ve provided to us.
6 of 8
the perfect job for you.
Our specialist recruiters will either arrange a job interview for the role you’ve applied for, or if they believe there’s a better opportunity, they’ll recommend alternative options to you.
7 of 8
the interview and negotiation.
Using our market intelligence, our recruiters will share tips to ensure that you’re fully prepared for your job interview and help you negotiate the offer!
8 of 8
start your new job.
Congratulations, you’re ready to begin your new job. Our team will prepare you so that you’re ready for your first day.
Advance Your Career with One of Singapore's Top Employers!Competitive salary with high incentivesComprehensive benefits packageExclusive training and development programsOpportunities for career progressionAs a Relationship Manager, you will be a key player in the distinguished salesforce, engaging with clients through exclusive events and crafting tailored solutions to meet their financial goals. Your responsibilities will include:Conduct financial analys
Advance Your Career with One of Singapore's Top Employers!Competitive salary with high incentivesComprehensive benefits packageExclusive training and development programsOpportunities for career progressionAs a Relationship Manager, you will be a key player in the distinguished salesforce, engaging with clients through exclusive events and crafting tailored solutions to meet their financial goals. Your responsibilities will include:Conduct financial analys
Our client are seeking skilled Wealth Planning Manager to join their dynamic team. You'll have the opportunity to build and nurture strong relationships with their esteemed clients, serving as their trusted advisor in achieving their financial goals.Responsibilities:Foster enduring relationships with clients, serving as their go-to advisor.Conduct in-depth financial planning discussions to comprehend clients' aspirations and objectivesTailor personalized w
Our client are seeking skilled Wealth Planning Manager to join their dynamic team. You'll have the opportunity to build and nurture strong relationships with their esteemed clients, serving as their trusted advisor in achieving their financial goals.Responsibilities:Foster enduring relationships with clients, serving as their go-to advisor.Conduct in-depth financial planning discussions to comprehend clients' aspirations and objectivesTailor personalized w
about the jobSupport Senior Relationship Managers (RMs) to maximize client relationship value, enhance engagement, and deliver needs-based solutions and fair outcomes for customers.Assist in proactive client management by accompanying RMs to client meetings as needed, and serve as the primary contact for daily account relationship maintenance, including onboarding investment accounts and providing asset advice.Collaborate with senior RMs, product specialis
about the jobSupport Senior Relationship Managers (RMs) to maximize client relationship value, enhance engagement, and deliver needs-based solutions and fair outcomes for customers.Assist in proactive client management by accompanying RMs to client meetings as needed, and serve as the primary contact for daily account relationship maintenance, including onboarding investment accounts and providing asset advice.Collaborate with senior RMs, product specialis
let similar jobs come to you
We will keep you updated when we have similar job postings.
Thank you for subscribing to your personalised job alerts.
you already have an account
This email address associated to your Seek profile is already linked to an existing my randstad account. Log in to continue your application.