Relationship Manager

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).

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.