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Relationship Manager - Institutional Sales

SwissquoteSingapore
On-site Full-time

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Experience Level

Experience

Qualifications

A minimum of 6-8 years of experience in private wealth management, client relationship management, or a comparable role within a financial institution regulated by the Monetary Authority of Singapore (MAS) or equivalent jurisdiction. A solid understanding of financial markets and the wealth management sector, preferably with a background in private banking. Exceptional communication skills in both spoken and written formats, with proficiency in multiple languages; mandatory fluency in English and a preference for Mandarin - Chinese. Must be a Singaporean citizen or Permanent Resident.

About the job

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.

About Swissquote

At Swissquote, we are shaping the future of banking through collaboration and innovation. We are the Swiss leader in online banking, offering trading, investing, and banking services to over 650,000 clients. Our platform allows trading of more than 3 million capital market products securely and efficiently. We manage Singapore-booked accounts primarily for institutional partners, including Multi-Family Offices, External Asset Managers, and Funds, catering to Ultra-High and High Net Worth Individuals. We are committed to diversity and inclusivity, welcoming candidates from all backgrounds to join our mission and contribute to our collective success. Are you ready to unleash your potential with us?

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