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Open nowPosted 4 days ago

Relationship Manager

KAIROS GLOBAL SEARCH PTE. LTD.

Pay
SGD 8,000 – SGD 10,000 a month
Where
Central, Singapore
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Your applicationOpen nowRelationship ManagerKAIROS GLOBAL SEARCH PTE. LTD. · Central, Singapore
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Share of postings closed within
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  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: posted 4 days ago

The posting

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

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