Strategic Financial Partnership Manager
6 days ago
Company Overview
We are a leading executive search firm, BTI Executive Search Pte Ltd, specializing in providing top talent to the financial services industry.
Salary and Benefits
The estimated salary for this role is SGD $80,000 - SGD $120,000 per annum, plus benefits such as on-the-job training, competitive salary package, career progression opportunities, and more.
Job Description
Roles & Responsibilities:
- Manage and grow a portfolio of affluent clients by providing personalized financial advice based on their unique needs and financial goals.
- Delve exceptional service and build strong relationships with clients, fostering trust and long-term partnerships.
- Offer a wide range of banking and investment solutions to meet clients' financial objectives.
- Identify and pursue new business opportunities through networking, prospecting, and leveraging existing client relationships.
- Collaborate with internal teams to deliver integrated solutions and exceptional client experiences.
- Stay updated with market trends, economic developments, and financial regulations to provide up-to-date advice and guidance to clients.
- Ensure compliance with regulatory requirements and internal policies while maintaining accurate client records.
Required Skills and Qualifications
- Minimum 2 years of affluent banking experience or 4+ years of mass banking experience.
- Self-driven, highly motivated, and a team player.
- Excellent communication and interpersonal skills to build trust and rapport with clients.
- Proven track record of meeting and exceeding KPI and revenue goals.
- Ability to work independently, manage a client portfolio, and prioritize tasks effectively.
- Possession of CMFAS certification would be advantageous.
Beyond the Job
- Wealth Management
- Investment Advisory
- Structured Products
- Financial Planning
- Interpersonal Skills
- Compliance
- Bonds
- Financial Advisory
- KYC
- Business Development
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