Priority Clients Relationship Manager

5 days ago


Singapore beBeeClient Full time $90,000 - $120,000
Job Title: Associate Director, Priority Clients

Overview:

  • Maximize new business and deepening existing customer relationships to meet service standards for the Priority Clients segment.

Key Responsibilities:

  1. Conduct professional financial analysis and profiling sessions with customers to meet their needs and objectives.
  2. Foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
  3. Draw up monthly plans with the team manager or branch manager to achieve sales targets and meet new business and customer acquisition goals.
  4. Participate in marketing and promotional activities for customer acquisition.
  5. Source and call on individual prospects.
  6. Provide quality after-sales services.


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