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Relationship Manager Professional

1 week ago

Singapore This Is An IT Support Group Full time
Job Description:

The Consumer Sales Branch Sales role of Officer, GCG ULTIMA Lifestyle Relationship Manager is a developing professional position that requires strong analytical skills and attention to detail. As a member of our team, you will be responsible for managing client relationships and providing exceptional customer service.

Responsibilities:

  • Client Account Management: Review customer needs and asset allocation, proactively engage with the customer to validate their understanding of their needs.
  • Review product penetration for the assigned client base, identify potential customers who can be sold tailored products to enhance product penetration.
  • Ensure coverage of all relationships through customer engagements, risk profiling, and financial planning.
  • Organize customer events to enhance customer bonding.
  • Acquire new customers through converting referral leads.

Qualifications:

  • 2-5 years relevant experience
  • Ability to manage relationships both internal and external; Ability to multi-task
  • Mandatory certifications as required for selling financial products
  • Bachelor's/University degree or equivalent experience