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