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Relationship manager/ Financial Consultant

1 month ago

Singapore CORNERSTONE ADVISERS PTE. LTD. Full time
Roles & Responsibilities

1. JOB DESCRIPTION

Job Title

Relationship Manager (Banking/ Finance)

Occupation

FINANCE MANAGER

Job Description & Requirements

The Responsibilities we will trust you with are:

  • Actively identify, develop and convert business opportunities from new and existing clients
  • Demonstrate an in-depth understanding of clients’ business and source of wealth generation
  • Ensure coverage of all relationships through client engagement, risk profiling and financial planning
  • Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
  • Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
  • Help clients achieve broad financial/investment goals related to the creation and management of wealth
  • Develop tailored solutions that address clients’ investment, risk management, and financing/liquidity needs
  • Plan and prioritize activities to maximize revenue growth and client satisfaction
  • Ensure strong controls and effective operational and administrative tasks including compliance on regulatory requirements
  • Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism

Tell employers what skills you have

Wealth Management
Troubleshooting
Investment Strategies
Tolerance
Financial Planning
Unit Testing
Relationship Management
Wealth Accumulation
Wealth
Risk Management
Trading Systems
Compliance
Revenue Growth
Banking
Business Analyst
Regulatory Requirements