Relationship Manager

3 weeks ago

d cecil marina people's park raffles place sg PC FINANCIAL (SG) PTE. LTD. Full time
Roles & Responsibilities

We are looking for a Relationship Manager to join our growing organization. The Relationship Manager is expected to actively expand HNW business through various sources. He/She will be actively bonding with clients in identifying their financial needs and providing suitable wealth solutions, while complying to full compliance as set by regulatory bodies.

Job highlights

  • Basic salary + incentive
  • Opportunity to work with your clients to build up their financial portfolio with a wide range of products and services
  • Promotion path to Team Head
  • Cordial and professioinal work environment

Job Description:

  • To build and preserve trusting bonds with our customers
  • Establish and manage relationship with HNWI customers from our group company
  • Provide quality services to clients, handling their needs and enquiries
  • Manage the total wealth of our clients by matching our financial and investment product solutions to their needs
  • Acquire, develop and maintain new clients

Requirements

  • Diploma/ Degree holder with at least 3 years of business development /sales/client acquisition experiences from wealth management nature
  • Strong HNW clients sources with proven track record
  • Good knowledge in financial products
  • CMFAS certification (M5, M6, M6A, M8, M8A, M9, M9A & HI) will have added advantage
  • Driven and self-motivated individual who has passion to excel in sales
  • Good command of both Mandarin and English (to handle English and Mandarin speaking clients)
  • Willing to travel occasionally
Tell employers what skills you have

High Net Worth Individuals
Sales
Referrals
Client Acquisition
Investments
Relationship Management
Wealth Accumulation
Wealth
Compliance
financial products
Financial Analysis
Financial Advisory
Business Development
Financial Services

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