Senior Financial Relationship Specialist
5 days ago
Holistic Vitality International Pte. Ltd. is a reputable organization seeking an experienced Senior Financial Relationship Specialist.
Salary
The estimated annual salary for this role ranges from SGD 80,000 to SGD 120,000 depending on experience and qualifications.
About the Job
This senior role involves developing and maintaining relationships with clients to understand their financial goals and objectives. The ideal candidate will possess excellent customer service skills, be able to communicate complex financial information in a clear and concise manner, and have a strong understanding of banking, wealth management, and insurance products.
Responsibilities
- Develop and implement tailored financial plans to meet client needs and objectives
- Conduct regular reviews and assessments of client financial situations to identify areas for improvement
- Provide expert advice on banking, wealth management, and insurance products to ensure optimal financial outcomes
- Collaborate with cross-functional teams to deliver exceptional client experiences
- Stay up-to-date with industry trends and regulatory requirements to ensure compliance and best practices
Requirements
- Bachelor's degree in a relevant field (e.g., finance, business) or equivalent experience
- Minimum 5 years of experience in financial services, preferably in a relationship-building role
- Strong knowledge of banking, wealth management, and insurance products, including regulations and industry trends
- Excellent communication, interpersonal, and negotiation skills
- Ability to work in a fast-paced environment and adapt to changing priorities
What We Offer
- Competitive salary range: SGD 80,000 - SGD 120,000 per annum
- Opportunities for professional growth and development in a dynamic industry
- Collaborative and supportive work environment with a team of experienced professionals
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