Financial Services Executive

2 weeks ago


Singapore GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. Full time

We are seeking an experienced Financial Services Executive to join our team as a Client Relationship Manager. In this role, you will be responsible for building and maintaining relationships with high-net-worth individuals, providing them with expert financial advice and guidance.

About the Role

The ideal candidate will have a strong background in wealth management, excellent communication skills, and the ability to work independently. You will be responsible for identifying business opportunities, developing and implementing strategies to grow client relationships, and providing exceptional customer service.

Key Responsibilities
  • Develop and maintain relationships with high-net-worth clients to identify business opportunities and grow existing relationships
  • Provide expert financial advice and guidance to clients, including investment planning, tax planning, and estate planning
  • Identify and develop new business opportunities through networking and industry events
  • Work closely with internal teams, including sales, marketing, and operations, to ensure seamless delivery of services to clients
  • Stay up-to-date on industry trends and developments to provide informed advice to clients
Requirements
  • Bachelor's degree in finance, accounting, or related field
  • At least 1 year of experience in wealth management or a related field
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving skills
  • Ability to work independently and as part of a team

Salary: SGD $80,000 - $120,000 per annum

About Us

We are a dynamic and growing company that values innovation, teamwork, and excellence. We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.



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