Relationship Manager - Funds and Insurance SG at CIMB Singapore

Singapore, , Singapore -

Full Time

Start Date

Immediate

Expiry Date

15 Sep, 26

Salary

0.0

Posted On

17 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Credit Risk Analysis, KYC/CDD, Treasury Products, Institutional Sales, Financial Markets Services, People Engagement, Analytical Skills, Mentorship, P&L Management, Cross Selling, Compliance

Industry

Banking

Description

Responsibilities: * To originate and on board new to bank clients in the respective client segments * To prepare / review / oversee facilities approvals, credit programs and documentation for this client segment in Singapore * To manage and maintain Know You Customer and respective Customer Due Diligence * To act as first line of defence to all risk aspects to this segment of customers * To own and manage relevant P/L relating to the segment of clients * To spearhead and cover Insurance and local funds client segment * Perform credit (with CRA) and active marketing activities for this client segment * Cross selling within products of the bank in the respective client segments * Perform as senior mentor to junior relationship managers in the same unit * Perform credit (with CRA) and marketing activities for funds and insurance * To prepare / review / oversee facilities approvals, documentation and drawdown for this client segment in Singapore * To originate and on board new to bank clients in the respective client segments * To champion bank wide initiatives / projects resulting in top line impact to the bank in relations to this segment of customers * Serving as the primary interface with the obligor / counterparty and responsible for customer due to diligence process and managing information flow * Assessing client suitability to ensure the appropriateness of financial products offered to clients * Ensuring compliance with all related Group policies, procedures, risk appetite and all relevant laws, banking regulations and guidelines * To manage and maintain Know You Customer and respective Customer Due Diligence * To act as first line of defence to all risk aspects to this segment of customers * To own and manage relevant P/L relating to the segment of clients * Provide leadership, direction and mentorship to a team of Relationship Manager * Foster strong working relationship and collaboration between internal stakeholders Requirements: Qualifications * Degree holder Relevant Work Experience * Minimum 5 years of relationship management or markets sales experience with this client segment in relevant industry Competencies/Skills * Relevant experience in managing clients from Insurance / Fund Mgt industry * Must have good relevant institutional relationships * Strong relationship management and people engagement skills * Strong analytical skills with good understanding in treasury product relevant credit risk analysis. * Good understanding of relevant financial markets services products * Good management, written and communication skills * Self-motivated and result-oriented * Good potential to manage a small RM team * Team player

Responsibilities

Originate and onboard new clients within the insurance and local funds segment while managing their credit programs and documentation. Act as the primary interface for clients, ensuring compliance with risk policies and mentoring junior relationship managers.