Financial Services Professional

1 week ago

Singapore beBeeWealth Full time $80,000 - $120,000
Job Description

We are seeking a highly motivated and experienced wealth management professional to join our team as a Relationship Manager. In this role, you will be responsible for building and maintaining relationships with high net-worth clients in the North Asia market.

As a Relationship Manager, you will be the primary point of contact for your clients and will work closely with them to understand their financial goals and objectives. You will provide tailored solutions to meet their needs and work with other specialists within the team to deliver exceptional client service.

Key responsibilities include:

  • Providing personalized financial analysis and advice to uncover investment needs and objectives of high net-worth clients at different life stages
  • Partnering with product specialists and bancassurance specialists to offer expert guidance on customized solutions
  • Collaborating with administrative staff to provide clients with professional round-the-clock service for all their banking, borrowing, and investment needs
Requirements and Qualifications

To be successful in this role, you will need to have:

  • A tertiary qualification with at least 3 years of sales experience and consistent sales performance, preferably in banking or financial industries
  • A good understanding of equities, unit trusts, insurance, and other personal investment services
  • Strong interpersonal and excellent communication skills
  • Focused, disciplined, and exhibit high personal standards
  • Established network of high net-worth clients in the North Asia market
Benefits

We offer a competitive salary and benefits package, as well as the opportunity to work in a dynamic and supportive environment that recognizes and rewards individual achievements.

Apply Now

If you are a results-driven and customer-focused individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.

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