Relationship Manager (Institutional & Fintech)

This role is focused on building and nurturing strategic relationships with institutional and fintech partners leveraging the firm's trading platforms, brokerage capabilities, and investment solutions. The position plays a key role in driving client engagement, strengthening long-term partnerships, and ensuring a high-quality end-to-end client experience.

As the key liaison for assigned accounts, you will work cross-functionally with teams across trading, product development, operations, technology, and compliance to support onboarding, address client needs, and enhance overall service delivery. You will also play a consultative role in helping clients optimise the use of the firm's offerings and identify opportunities for deeper collaboration.

A strong grasp of capital markets infrastructure and fintech ecosystems is important, particularly in areas such as digital brokerage solutions, API integrations, and cross-border investment platforms. Performance in this role is measured through client satisfaction, usage and adoption of services, account development, and the strength of long-term client relationships rather than direct sales targets.

Key Responsibilities:

Manage and grow a portfolio of institutional, fintech, and broker clients, acting as the central point of contact for all relationship matters

Develop a thorough understanding of client strategies, operational flows, and business objectives to deliver tailored support and identify growth opportunities

Partner closely with internal stakeholders to support onboarding, implementation, and ongoing client engagement initiatives

Guide clients through the full lifecyclefrom initial setup and training to ongoing optimisation and retention

Establish and refine client servicing standards, including documentation of workflows and coordination across internal functions

Engage with senior stakeholders (internal and external) to align on priorities, enhance client outcomes, and uncover cross-sell or up-sell opportunities

Evaluate the end-to-end client journey, proactively identifying gaps and recommending improvements to enhance the overall experience

Leverage data and insights to assess client performance, anticipate needs, and provide actionable recommendations

Collaborate with internal teams to troubleshoot issues, drive resolutions, and continuously improve service delivery

Key Requirements:

Degree in Finance, Business, Economics, or a related discipline

Around 58 years of relevant experience within financial services, fintech, brokerage, or capital markets environments

Prior experience managing institutional clients, financial intermediaries, or fintech platforms is advantageous

Familiarity with electronic trading systems, brokerage operations, or market infrastructure will be highly beneficial

Demonstrated ability to independently manage client relationships and coordinate across multiple internal teams

Strong organisational skills with the ability to manage competing priorities effectively

Comfortable working with both commercial and technical stakeholders across functions

Excellent communication skills with the ability to build credibility and trust with clients and colleagues

Proactive, self-driven, and capable of working in a dynamic environment with minimal supervision

Exposure to regional or cross-border business operations is a plus

Company Reg No.: 201131609D | License No.: 24S2411 | Reg No: R21102223 | Goh Choon Mui