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The ideal candidate will be goal-oriented, self-driven, and focused on delivering results. You should possess a genuine enthusiasm for engaging with people and a passion for building impactful relationships. A customer-centric mindset is essential, as is the ability to provide outstanding service. Exceptional interpersonal and communication skills are necessary, enabling you to connect and build rapport with clients seamlessly.
About the job
Join fuku, a leading provider of innovative financial solutions, as a Relationship Executive. In this dynamic role, you'll identify and pursue potential sales opportunities while building meaningful connections with clients. You will manage a diverse portfolio of both new and existing clients, delivering tailored financial solutions that meet their needs. Your ability to foster long-term relationships will be key to your success in serving as the primary relationship manager, ensuring clients receive the highest level of support.
About fuku
At fuku, we pride ourselves on being at the forefront of financial innovation. We specialize in providing a comprehensive range of financial products and services, including loans, investment advice, and wealth management solutions for both individuals and businesses. Our commitment to excellence and customer satisfaction sets us apart in the financial services industry.
Moomoo is more than just a leading global investment and trading platform; we are a dynamic force in the wealth-tech sector, dedicated to revolutionizing the investment experience. Since our inception in 2018, we have swiftly expanded our reach across Singapore, Australia, Japan, Canada, and Malaysia, currently serving over 26 million users globally.In Singapore, Moomoo Financial Singapore Pte. Ltd. operates under the regulation of the Monetary Authority of Singapore (Licence No. CMS101000). In 2022, we made history as the first digital brokerage to achieve all five SGX Group memberships across securities and derivatives—a clear indication of our commitment to excellence and innovation.Our mission is to democratize investing and enable everyone to make informed, data-driven financial decisions. We strive to level the playing field by providing powerful tools, real-time insights, and user-friendly technology to enhance the investment journey for all.Joining Moomoo means becoming part of a purpose-driven team that is reshaping the investment landscape and making wealth creation accessible, informed, and inspiring for everyone. If you are passionate about making an impact at the intersection of finance and technology, this is the perfect time to join us.At Moomoo, you will enjoy:Being part of the world's foremost digital brokerage firm, with limitless growth and career development opportunities.A competitive total compensation package that values your expertise and contributions.Comprehensive insurance coverage for you and your dependents, ensuring your peace of mind.A fun and diverse work environment that fosters team bonding through various activities and company events.Business casual attire every day.And Much More! Discover additional perks and benefits as you progress through the hiring process!
Join a distinguished international banking group with over 150 years of history and a presence in more than 50 markets worldwide. Our commitment to fostering commerce and prosperity is underscored by our unique diversity, which enables us to provide innovative financial solutions that promote sustainable growth.Key Responsibilities:- Cultivate and oversee a portfolio of high-net-worth clients in North Asia, delivering customized financial solutions tailored to their wealth management needs.- Establish and nurture strong, long-lasting relationships with clients by comprehensively understanding their financial aspirations and providing personalized advice on investments, insurance, and banking products.- Actively identify and leverage opportunities to cross-sell and upsell the bank's wealth management offerings.- Conduct regular portfolio evaluations with clients, ensuring alignment with their financial goals and prevailing market conditions.- Remain informed about market trends, investment products, and regulatory shifts to offer well-informed recommendations.- Collaborate with internal teams, including product specialists and investment advisors, to provide holistic financial solutions.- Uphold compliance with all regulatory standards and internal policies while maintaining the highest levels of professionalism and integrity.- Achieve individual and team sales objectives, contributing to the overall growth and profitability of the wealth management division.
Role Overview smartkarma is hiring a Private Wealth Sales Manager in Singapore. This role focuses on growing private wealth management services and driving sales. The position centers on building and maintaining relationships with high-net-worth individuals and institutional clients. What You Will Do Lead sales efforts to expand private wealth management offerings Work closely with clients to deliver investment solutions tailored to their financial objectives Develop and nurture long-term relationships with both individual and institutional clients What We Look For Experience in wealth management or private banking Strong sales skills and a client-focused approach Ability to understand and address the needs of high-net-worth clients
About Us: Fuku is a premier investment banking institution in China, recognized for its extensive financial services and profound market insights. We offer a diverse array of services, including investment banking, securities, wealth management, and asset management. Our unwavering commitment to excellence and innovation has established us as a trusted provider of high-quality financial solutions to clients both locally and globally.Key Responsibilities:- Cultivate and sustain robust relationships with high-net-worth clients to comprehend their financial aspirations and deliver customized wealth management solutions.- Offer comprehensive financial guidance and investment strategies to clients, ensuring alignment with their risk profiles and long-term goals.- Collaborate with internal teams to provide a complete suite of financial services, including investment management, estate planning, and tax optimization.- Monitor and evaluate market trends to furnish clients with timely insights and recommendations for portfolio modifications.- Ensure adherence to all regulatory standards and company policies in the delivery of wealth management services.- Conduct regular assessments of client portfolios to evaluate performance and implement necessary adjustments to accommodate evolving client needs.- Identify and pursue fresh business opportunities to broaden the client base and enhance assets under management.
Moomoo is not just a global investment platform; we are a dynamic leader in the wealth-tech sector, dedicated to revolutionizing the investment landscape. Since our inception in 2018, we have expanded rapidly across Singapore, Australia, Japan, Canada, and Malaysia, currently empowering over 28 million users globally.In Singapore, Moomoo Financial Singapore Pte. Ltd. is fully licensed and regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In 2022, we proudly became the first digital brokerage to achieve all five SGX Group memberships across securities and derivatives markets, underscoring our commitment to excellence and innovation.What distinguishes us is our mission: to democratize investing and make informed, data-driven financial decisions accessible to everyone. We are dedicated to leveling the playing field by providing powerful tools, real-time insights, and user-friendly technology to empower investors at all stages of their journey.Joining Moomoo means becoming part of a purpose-driven team that is not only reshaping the future of investing but also making wealth-building accessible, informed, and inspiring. If you are passionate about making an impact at the intersection of finance and technology, now is the perfect time to join us.
We are seeking a dynamic and experienced Manager to lead our Private Banking and Asset & Wealth Management division at SIA. In this pivotal role, you will be responsible for overseeing client relationships, enhancing service delivery, and driving growth in our investment portfolios. Your expertise will guide our strategy, ensuring that we meet the diverse financial needs of our clients.The ideal candidate will have a strong background in wealth management, demonstrated leadership skills, and a passion for delivering exceptional client service. Join us to shape the future of financial management at SIA.
Moomoo is not just a global investment and trading platform; we are a rapidly growing leader in the wealth-tech sector, dedicated to revolutionizing the investment experience. Since our inception in 2018, we have swiftly expanded our footprint across Singapore, Australia, Japan, Canada, and Malaysia, currently empowering over 28 million users globally.In Singapore, Moomoo Financial Singapore Pte. Ltd. operates under the regulation of the Monetary Authority of Singapore (Licence No. CMS101000). In 2022, we proudly became the first digital brokerage to secure all five SGX Group memberships across the securities and derivatives markets, showcasing our commitment to excellence and innovation.What distinguishes us is our mission to democratize investing and ensure that informed, data-driven financial decisions are within everyone's reach. We strive to level the playing field by equipping investors at all stages of their journey with powerful tools, real-time insights, and user-friendly technology.Becoming a part of Moomoo means joining a purpose-driven team that is not only reshaping the future of investing but also making wealth-building accessible, informed, and inspiring. If you are passionate about creating an impact at the intersection of finance and technology, now is the perfect time to join us.Marketing Intern – Private WealthLocation: Singapore | Duration: Minimum 6 months, 5 working days per weekMoomoo, a next-generation digital investment platform backed by Nasdaq-listed Futu Holdings, is expanding its Private Wealth sector and is on the lookout for a motivated and enthusiastic Marketing Intern to join our team. This role offers a distinctive opportunity to gain comprehensive insights into the marketing operations of a burgeoning fintech and to develop a thorough understanding of the Private Wealth domain from an insider's perspective.
Join LVMH, the world's leading luxury goods group, as a Regional Private Client Relationship Manager for the APAC region. In this pivotal role, you will cultivate and maintain exceptional relationships with our esteemed private clients, enhancing their luxury experience across our distinguished brands.Your expertise in client management and understanding of the luxury market will enable you to provide tailored solutions that meet the unique needs of our clients. You will collaborate closely with our marketing team at Guerlain APAC to deliver exclusive offerings and events, ensuring a personalized approach that reflects the values of our prestigious brand.
Hex Trust, founded in 2018, is a pioneer in providing fully regulated institutional digital asset market services, custody, and staking solutions tailored for builders, investors, and service providers. With a team composed of seasoned banking technologists and award-winning financial services leaders, Hex Trust is committed to continual innovation through its proprietary institutional-grade platform, offering secure and integrated solutions. Our operations are backed by licenses and certifications ensuring 24/7 global coverage across major markets including Hong Kong, Singapore, Dubai, France, and Italy. This commitment to excellence is demonstrated by our substantial growth and establishment of offices in key markets throughout Asia, the Middle East, and Europe.Position OverviewWe are expanding our market-leading custody, 24/7 OTC, and yield solutions into the private wealth sector, and we are seeking high-performing Relationship Managers to spearhead this initiative.If you are an accomplished sales professional with experience in digital assets or financial services, this is your opportunity to enhance client acquisition and revenue in a rapidly growing environment.We seek dynamic, knowledgeable, and tenacious individuals who can operate independently, forge strong relationships, and elevate our business to new heights.Key ResponsibilitiesDevelop and nurture long-term relationships with High Net Worth Individuals (HNWIs), family offices, and private wealth channels, driving growth in Assets Under Management (AUM), trading volume, and product engagement.Expand partnerships with relevant distribution channels and intermediaries to enhance AUM growth.Conduct prospect and client meetings, effectively communicating Hex Trust’s value proposition and gathering feedback for ongoing improvement.Identify cross-selling opportunities across trading, structured products, and lending solutions to deepen client relationships.Ensure seamless onboarding and continuous relationship management collaborating with compliance, legal, and operations teams.Provide exceptional, personalized service—establishing Hex Trust as the premier partner for private clients and family offices in the digital asset space.
As a Relationship Manager at Swissquote, reporting directly to the Head of the Sales Team, you will play a pivotal role in fostering and nurturing robust client relationships through exemplary customer service. Your primary responsibilities will include:Developing and sustaining strong client connections while enhancing the share of wallet among existing clients.Overseeing the comprehensive account opening process for end-clients of our institutional partners, ensuring meticulous documentation review and KYC analysis for compliance submissions.Proactively engaging with clients to boost Assets under Management (AuM) and revenue generation while identifying new business development opportunities.Serving as the senior account manager and daily point of contact for clients, alongside being a key player in the wider institutional community across the Asia-Pacific region.Contributing as a full member of the Firm’s Institutional Sales team and participating in regular market landscape updates and competitive analysis sessions with the management team.Engaging in vital internal projects aimed at launching or expanding Swissquote’s products and services in target markets.Identifying and pursuing fresh business opportunities with both existing and prospective client relationships.Attending networking events and industry conferences to enhance the firm’s visibility and business presence.Understanding client needs through direct engagement to develop tailored solutions.Utilizing a consultative approach to identify client requirements and deliver customized solutions in collaboration with various internal departments.
Join Our Team as a Relationship Manager for HNW/UHNW Clients!We are looking for a dynamic and commercially savvy Relationship Manager to join our team and cater to High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients from China. Our client is a prestigious family office platform dedicated to delivering exceptional services tailored to the unique needs of affluent individuals.Role OverviewIn this pivotal role, you will leverage your established access to HNW/UHNW networks to drive client acquisition and foster long-term relationships. Acting as a trusted advisor, you will provide bespoke cross-border solutions encompassing wealth management, lifestyle services, and global investment opportunities.Key ResponsibilitiesClient Acquisition & Origination: Identify and onboard HNW/UHNW clients from China through extensive networks, referrals, and strategic business development initiatives.Relationship Management: Cultivate and enhance long-term relationships with a portfolio of private clients, ensuring their wealth objectives and lifestyle needs are met.Cross-border Advisory: Provide expert advice on global asset allocation and cross-border structuring while collaborating with internal specialists to deliver tailored solutions.Commercial Ownership & Growth: Take full accountability for client revenue generation and portfolio performance, driving growth in Assets Under Management (AUM) and contributing to the expansion of the Chinese client segment.RequirementsProven experience in Private Banking, Offshore Wealth Management, or Family Office environments.Established access to HNW/UHNW clients from China.Exceptional origination skills with a proactive, hunter mentality.Strong understanding of cross-border client needs including wealth structuring and global mobility.Excellent interpersonal skills, capable of engaging with sophisticated clients.Fluency in both Mandarin and English is essential.
Join First Abu Dhabi Bank as a Director of Private Banking, where you will lead and shape our private banking services in Singapore. In this pivotal role, you will be responsible for driving growth strategies, managing client relationships, and overseeing the delivery of personalized wealth management solutions. Your expertise will guide a talented team, ensuring exceptional service delivery and adherence to compliance standards.
Join fuku, a leading provider of innovative financial solutions, as a Relationship Executive. In this dynamic role, you'll identify and pursue potential sales opportunities while building meaningful connections with clients. You will manage a diverse portfolio of both new and existing clients, delivering tailored financial solutions that meet their needs. Your ability to foster long-term relationships will be key to your success in serving as the primary relationship manager, ensuring clients receive the highest level of support.
Join our dynamic team at sia as a Senior Consultant/Manager in Wealth Management, where you will be at the forefront of delivering exceptional financial solutions to our clients. We are seeking a highly motivated professional with a proven track record in wealth management, who is passionate about helping clients achieve their financial goals.
Position Overview- This pivotal role aims to position the Conduct & Control Department as a proactive partner and integral player in the Bank’s strategic initiatives. The selected candidate will serve as the first line of defense, ensuring the implementation of risk-based, sustainable, and effective strategies to tackle Operational, Business, and Conduct risks across the APAC region.- Collaborating closely with the Wealth Management (WM) division in APAC, particularly in Singapore and Hong Kong, this role is essential in managing and mitigating risk effectively.Primary Role Responsibilities- Support the Head of Governance, Advisory & Surveillance, WM APAC Conduct and Control, in upholding a robust risk framework for Operational and Business risks in partnership with WM in the region.- This position is located in Singapore and functions within the first line of defense (1 LoD).Key Responsibilities1. Incident Investigation and Analysis - Ensure prompt lodging and escalation of incidents. - Lead comprehensive investigations of operational risk incidents across Wealth Management in Singapore and Hong Kong. - Conduct structured fact-finding and evidence analysis to ascertain root causes and contributing factors. - Assess downstream and upstream impacts, ensuring proposed actions rectify immediate, historical, and future issues. - Evaluate the adequacy and effectiveness of remediation actions and preventive measures. - Perform trend analysis to uncover opportunities for enhancing the control framework.2. Escalation and Governance - Guarantee timely escalation of incidents to Senior Management according to established thresholds and governance standards. - Prepare concise incident summaries, analyses, and reporting materials for management and governance committees (e.g., ICC, ORCC).3. Stakeholder Coordination - Act as a key liaison among Front Office, Operations, Compliance, Legal, Finance, IT, and other stakeholders on incident matters. - Collaborate with Head Office and regional counterparts to ensure uniformity in incident handling and alignment with Group expectations. - Facilitate effective ownership and accountability for incident remediation.4. Reporting and Continuous Improvement - Generate incident reports (e.g., quarterly reporting) and trend analyses for management. - Contribute to the review and enhancement of incident-related procedures, escalation matrices, and governance frameworks. - Support internal audits, inspections, and ad-hoc risk reviews related to operational incidents. - Assist in fulfilling various risk reporting requirements for different forums and to Head Office.5. Risk Assessment and Reporting - Engage in the review and compilation of annual Enterprise Risk Assessments, including Risk Cartography Self-Assessment and Risk Identification.6. Ad Hoc Projects - Undertake additional projects as assigned as needed.
Join Binance, the foremost global blockchain ecosystem and the largest cryptocurrency exchange by trading volume and user base. We are dedicated to fostering a secure, transparent, and efficient trading environment for over 300 million users across more than 100 countries. Our comprehensive offerings span trading, finance, education, research, payments, institutional services, and Web3 innovations. As an Affiliate Partnerships Manager, you will play a pivotal role in nurturing and expanding our affiliate network. Your expertise in affiliate management, exceptional communication skills, and strategic mindset will be vital in enhancing relationships with established affiliates and driving cross-product engagement across our diverse range of services, including Futures, Earn, Options, and Web3 Wallet.
Join our dynamic team at sia as a Consultant/Senior Consultant specializing in Wealth Management. In this pivotal role, you will be responsible for delivering tailored financial solutions to clients, leveraging your expertise in investment strategies, asset allocation, and financial planning. Your insights will help clients navigate their financial journeys and achieve their long-term goals.We are looking for individuals who are passionate about wealth management and have a proven track record in client relations. You will collaborate with a diverse group of professionals and have access to cutting-edge tools and resources to excel in your role.
As a Junior Relationship Manager at Swissquote, you will play a vital role in fostering strong relationships with our clients. You will assist in managing client accounts, providing exceptional customer service, and supporting the sales team in their efforts to attract and retain clients. This is an excellent opportunity for individuals looking to kickstart their careers in finance and client management.
Join our dynamic team at rhbsingapore as a Corporate Banking Relationship Manager. In this pivotal role, you will be responsible for fostering and managing client relationships within the corporate banking sector. Your expertise will be essential in delivering tailored financial solutions that meet the diverse needs of our corporate clients.We are looking for a proactive individual with a passion for finance and a commitment to client success. You will play a crucial role in driving business growth by identifying opportunities and providing exceptional service to our clients.
Full-time|On-site|Singapore, Central Singapore, Singapore
Funding Societies | Modalku stands as the foremost digital finance platform dedicated to small and medium-sized enterprises (SMEs) across Southeast Asia. With a presence in Singapore, Indonesia, Thailand, Malaysia, and Vietnam, we are proud to be backed by prestigious investors such as Sequoia India (Peak XV), Softbank Vision Fund, Khazanah, and SMBC Bank among others. Our mission is to empower SMEs by providing them with accessible business financing solutions funded by both individual and institutional investors, alongside innovative payment solutions tailored for SMEs and consumers alike.At Funding Societies | Modalku, we embody our core values represented by GETFS:Grow Relentlessly: Commit to personal and professional growth.Enable Teamwork, Disable Politics: Foster a culture of collaboration to drive collective success.Test Measure Act: Embrace curiosity and continual innovation through experimentation.Focus on Impact: Prioritize actions that lead to meaningful results.Serve with Obsession: Cultivate lasting relationships through a customer-centric approach.In the role of Relationship Manager, you will be entrusted with the responsibility of nurturing and expanding a portfolio of SME clients. Your efforts in forging strong relationships with both potential and existing borrowers will be crucial in driving the business forward and ensuring the enduring success of Funding Societies.Key Responsibilities:Proactively generate leads for SME lending through various channels including phone calls and client visits.Educate SMEs on the advantages of peer-to-peer lending and our offerings.Follow up on inquiries and effectively qualify leads for SME financing.Enhance and maintain relationships with SMEs to address their financing needs.Identify opportunities for new product and service offerings that deliver exceptional value to customers.
Sep 22, 2022
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