Acquire new banking customers, manage an existing client portfolio, and provide tailored financial solutions. The role focuses on relationship growth, asset management, cross-selling deposits, wealth management, bancassurance, and financing products, achieving sales targets, conducting financial needs analyses, and ensuring compliance with AML, KYC, regulatory, and service standards.
About the Role
We are seeking a highly motivated Senior Relationship Manager to join our MMP Team at RHB Banking Group. In this role, you will be responsible for acquiring new-to-bank customers and managing a portfolio of existing clients while delivering comprehensive financial solutions tailored to their needs. You will work closely with clients to deepen relationships, grow assets under management, and drive business growth through the promotion of a broad range of banking products and services, including deposits, wealth management, bancassurance, and financing solutions.
What you will be doing
- Acquire new-to-bank customers and proactively manage an assigned portfolio of existing clients to grow and strengthen customer relationships.
- Promote and cross-sell a comprehensive range of banking products and services, including deposits, bancassurance, wealth management, and financing solutions.
- Conduct regular financial needs analyses and provide personalized financial advisory services to help clients achieve their financial goals.
- Build long-term relationships through continuous engagement and proactive portfolio management.
- Achieve individual sales targets and contribute to the overall business growth, revenue generation, and profitability of the Team.
- Ensure all customer servicing and sales activities are conducted in accordance with the Bank’s policies, procedures, and service standards.
- Adhere strictly to regulatory requirements and compliance standards, including Anti-Money Laundering (AML) and Know Your Customer (KYC) guidelines.
- Monitor market developments and identify opportunities to offer relevant financial solutions to clients.
What we're looking for
- Minimum 5-8 years of experience in relationship management, retail banking, affluent banking, wealth management, or a related financial services environment.
- Proven track record in client acquisition, portfolio management, and achieving sales targets.
- Strong knowledge of banking products and services, including deposits, investments, bancassurance, and financing solutions.
- Excellent communication, interpersonal, and relationship-building skills.
- Strong consultative selling and financial advisory capabilities.
- Customer-focused, results-driven, and highly motivated to succeed.
- Good understanding of regulatory requirements, including AML and KYC compliance standards.
- Strong analytical, planning, and organizational skills.
RHB Banking Group Singapore, Singapore, SGP Office
Singapore, Singapore
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