Support Relationship Manager
1 week ago
Responsibilities:
- Support our group company PC Securities Financial Group with account lifecycle management processes from onboarding to maintenance of clients, follow through documentation up until handover to Operations
- Establish and manage relationship, build and preserve trusting bonds with clients
- Handle clients' needs and enquiries to provide them with quality services
- Manage the total wealth of clients by matching our financial and investment product solutions to their needs
- Establish workflow processes and take part in automation of client onboarding project
Requirements:
- Minimum 1 year of relevant working experience in financial services organization
- MAS licensed representative, possession of CMFAS certification (M5, M6, M6A, M8, M8A, M9, M9A & HI) preferred
- Customer focused and able to provide a high standard of client service
- Ability to take ownership of client enquiries
- Team player, helpful and well organized
- Experience in covering HNWI in the Southeast Asia market will be given priority
- Good command of both English and Mandarin (oral and written, to handle both English and Mandarin speaking clients)
- Remuneration commensurate with experience
High Net Worth Individuals
Credit
Onboarding
Sales
Asset Management
Lifecycle management
client enquiries
Investments
Relationship Management
customer minded
Private Banking
Client Service
Portfolio Management
priorities
Banking
Finance
Business Development
Insurance
Financial Services
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