Financial Relationship Specialist

2 weeks ago


Singapore beBeeRelationship Full time $80,000 - $120,000
Job Title: Financial Relationship Specialist

Job Summary:

We seek an experienced and skilled financial relationship specialist to join our team. As a key member, you will be responsible for managing and growing a portfolio of clients, delivering top-tier financial advisory services using a wide range of competitive financial products.

Key Responsibilities:

  • Provide expert financial advice on a variety of products and services, including investment, wealth management, and other financial solutions.

  • Acquire new high-net-worth customers and deepen existing customer relationships.

  • Build and maintain strong, long-term relationships with clients.

  • Stay informed of market trends, industry developments, and competitor offerings to ensure clients receive the best possible advice and financial products.

Qualifications and Skills:

  • Expert knowledge of financial products and services.

  • Excellent communication and relationship-building skills.

  • Ability to stay up-to-date with market trends and industry developments.

What We Offer:

  • A dynamic and supportive work environment.

  • The opportunity to work with a diverse range of clients.

  • Ongoing training and professional development opportunities.



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