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 )
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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
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Happy to speak to individuals who comes from outside the banking industry! CMFAS certificates will be paid forSupportive environment with mentoring and training provided. This is a sales position within a bank - 5.5 days (branch hours) about the companyAs a global leading bank operating on a huge network, they are now looking to expand their team of relationship managers.The company focuses on excellent customer service and people development to thrive and
Happy to speak to individuals who comes from outside the banking industry! CMFAS certificates will be paid forSupportive environment with mentoring and training provided. This is a sales position within a bank - 5.5 days (branch hours) about the companyAs a global leading bank operating on a huge network, they are now looking to expand their team of relationship managers.The company focuses on excellent customer service and people development to thrive and
about the jobGrowing the wealth of high net-worth individuals and providing professional services for their banking needs; including insurance and investment across the following markets ((North Asia, Malaysia, Indonesia, ROW, India market etc.) about the manager/teamWorking alongside a competent team, you will have to opportunity to grow in the banking space. skills and experience requiredA degree is minimally required with 3 years of experience in the
about the jobGrowing the wealth of high net-worth individuals and providing professional services for their banking needs; including insurance and investment across the following markets ((North Asia, Malaysia, Indonesia, ROW, India market etc.) about the manager/teamWorking alongside a competent team, you will have to opportunity to grow in the banking space. skills and experience requiredA degree is minimally required with 3 years of experience in the
about the jobGrowing the wealth of high net-worth individuals and providing professional services for their banking needs; including insurance and investment across the following markets ((North Asia, Malaysia, Indonesia, ROW, India market etc.) about the manager/teamWorking alongside a competent team, you will have to opportunity to grow in the banking space. skills and experience requiredA degree is minimally required with 3 years of experience in the
about the jobGrowing the wealth of high net-worth individuals and providing professional services for their banking needs; including insurance and investment across the following markets ((North Asia, Malaysia, Indonesia, ROW, India market etc.) about the manager/teamWorking alongside a competent team, you will have to opportunity to grow in the banking space. skills and experience requiredA degree is minimally required with 3 years of experience in the
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