Senior Relationship Manager

Job Summary

We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.

We are committed to promoting equality in the workplace and creating an inclusive and flexible culture where everyone can realize their full potential and make a positive contribution to the organization.

Job Purpose

• Maximize new business, acquisition, referral opportunities and deepen existing customer relationships to the specified service standards for the Priority Clients segment.

Role Responsibilities

Implementation and Oversight of Individual Responsibilities

• Conduct professional, consultative financial analysis and profiling sessions with customers to meet their financial needs and objectives.
• Foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
• In consultation with team managers and sales leaders, develop monthly plans for achieving or exceeding sales targets to meet new business and customer acquisition goals.
• Participate in marketing and promotional activities for customer acquisition.
• Source and engage individual prospects.
• Provide quality and efficient after-sales service.
• Manage client retention and anti-attrition initiatives.
• Organize and conduct sales presentations to groups, clubs, associations, companies, and other organizations.
• Solicit referrals from internal stakeholders and business partners.
• Comply with all applicable anti-money laundering requirements and report suspicious activities through established procedures.
• Ensure compliance with all regulations and controls established by the bank and external regulatory authorities.

Key Responsibilities

Strategy

• Maintain awareness and understanding of the organization's business strategy and sales model relevant to the Relationship Manager role.

Business

• Maintain awareness and understanding of the broader business, economic, and market environment.

Processes

• Responsible for executing sales targets.

People & Talent

• Set appropriate expectations and collaborate effectively with clients and internal stakeholders, referral partners, and operations teams.

Risk Management

• Maintain compliance with applicable regulatory requirements governed by MAS.

Governance

• Maintain awareness and understanding of the regulatory framework and expectations relevant to the role.

Skills and Experience

Regulatory & Business Conduct

• Display exemplary conduct and uphold the organization's values and code of conduct.
• Take personal responsibility for maintaining the highest standards of ethics, regulatory compliance, and business conduct.
• Contribute to achieving fair client outcomes, market integrity, financial crime compliance, and a positive risk culture.
• Identify, escalate, mitigate, and resolve risk, conduct, and compliance matters effectively and collaboratively.

Key Stakeholders

• Treasury, Investment and Insurance Specialists, Internal and External Stakeholders.

Ideal Candidate

• CMFAS Examinations.
• Achievement of individual sales targets.
• Delivery of agreed customer service standards.
• Strong operational controls and sales compliance discipline.

Role Specific Technical Competencies

• Strong understanding of Wealth Management and Banking principles, products, and processes.
• Minimum 3 years of experience as a Relationship Manager.
• Experience managing clients from Philippines, Malaysia, Indonesia, India/NRI, Greater China, or other international markets.
• Proficiency in one or more of the following languages to support respective markets:
• Tagalog (Philippines)
• Bahasa dialects (Indonesia, Malaysia, Brunei)
• Hindi dialects (India/NRI)
• Mandarin (Greater China, Taiwan)
• Cantonese (Hong Kong)