Relationship Manager

Our Client:

Our client is a leading financial services firm with presence across ASIA, and they are seeking a Relationship Manager in Singapore. Our client is seeking a commercially driven and client-focused Relationship Manager to acquire new high-net-worth (HNW) clients while developing long-term client relationships.

The successful candidate will be responsible for driving new business acquisition, building a strong sales pipeline, and delivering an exceptional client experience throughout the onboarding and relationship management process. This role requires a proactive sales professional who can identify business opportunities, understand clients' trading needs, and help clients navigate online trading platforms confidently and independently.

Key Responsibilities:

Client Acquisition & Business Development

• Identify, prospect, and acquire new HNW clients and active traders to expand the company's client base.Develop and maintain a strong sales pipeline through proactive prospecting, referrals, networking, and business development activities.
• Identify potential clients' investment objectives, trading preferences, and financial needs to introduce relevant products and services.
• Develop and execute client acquisition strategies aligned with business targets and key performance indicators (KPIs).
• Convert qualified prospects into active clients and identify opportunities to grow business relationships.
• Explore new business opportunities through industry networking, external events, referrals, and targeted sales initiatives.

Relationship Management & Client Engagement

• Establish and maintain long-term relationships with HNW clients and active traders through proactive engagement and personalised service.
• Understand clients' trading activities, product interests, and service requirements to deliver a positive client experience.
• Serve as a key point of contact for client enquiries, account-related matters, product information, and platform support.
• Maintain regular communication with clients to strengthen engagement, encourage platform utilisation, and support client retention.
• Identify opportunities to deepen existing relationships by introducing relevant products and services in line with clients' needs and applicable requirements.
• Address client concerns promptly and coordinate with internal teams to resolve issues effectively.

Client Onboarding Support

• Guide new clients through the account opening and onboarding process to ensure a smooth and efficient experience.
• Help new clients understand account features, and available tools so they can navigate the platform and trade independently.
• Conduct platform demonstrations and explain relevant functionalities, including account management, order placement, and access to product information.
• Coordinate with onboarding, operations, and other relevant teams to resolve documentation or account activation issues.
• Follow up with newly onboarded clients to address initial questions, encourage platform adoption, and enhance the overall onboarding experience.

Requirements:

• Degree holder with relevant working experience.
• Candidate who already possess CMFAS Module RES1B, RES2B, RES5, CM-EIP, CM-SIP or CM-CMP will have added advantage.
• Passion for sales and a proven ability to build and expand client relationships ethically.
• Demonstrated resourcefulness in developing strategies to build and acquire new client relationships.
• Strong understanding of Saxo’s products and services
• Enjoy engaging with clients and colleagues.
• Able to speak fluently and write in English and additional languages are considered an advantage
• Customer-service oriented and able to multi task and work under pressure in a fast pace environment
• Work independently and manage task and time based on the given KPI’s

EA Licence No: 23S1615