Building Relationships and Growing Wealth

2 weeks ago


Singapore beBeeInvestment Full time $90,000 - $120,000
Relationship Manager: Building Strong Client Connections

As a Relationship Manager, you will play a vital role in building and maintaining strong relationships with high net worth clients within the Indonesia market. Your expertise will be focused on identifying opportunities to grow the business through proactive acquisition and retention of clients.

About the Role
  • Develop a deep understanding of clients' investment needs and provide tailored financial advice to meet their goals.
  • Work closely with Investment Counsellors and Product Specialists to identify opportunities and implement strategies that cater to each client's unique situation.
  • Become a trusted advisor to clients, fostering long-term relationships built on trust and expertise.
Responsibilities
  • Grow the business through proactive acquisition and retention of HNW/UHNW clients within the Indonesia market.
  • Implement geographical-focused strategy aligned with overall business objectives.
  • Provide sound financial guidance to clients, working in partnership with colleagues to deliver exceptional results.
  • Ensure compliance with all relevant regulations and guidelines.
We Offer
  • A collaborative and dynamic work environment that supports your growth and development.
  • A comprehensive compensation package that rewards your hard work and dedication.
  • Ongoing training and mentorship opportunities to help you excel in your role.


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