Client Relationship Director
6 days ago
SOL INVICTUS ADVISORY PTE. LTD.
Job ProfileAbout the JobWe are seeking a seasoned Relationship Manager to join our team. As a critical member of our business development team, you will be responsible for driving sales growth, expanding our client base, and ensuring that our clients receive exceptional service and support.
Key Responsibilities- Conduct professional and consultative financial analysis to address clients' financial objectives.
- Organize and conduct sales presentations for groups, clubs, and associations.
- Identify, prospect, and acquire new clients to grow the business.
- Develop and execute monthly sales plans to exceed sales targets and referrals.
- 3-5 years of financial sales experience as a Relationship Manager in a bank, preferably in priority banking.
- Bachelor's degree in business, Finance, Economics, or a related field.
- Additional certifications in financial advisory or wealth management are a plus.
- CMFAS (Capital Markets and Financial Advisory Services) Certifications
- CFA (Chartered Financial Analyst) / CFP (Certified Financial Planner) / IBF (Institute of Banking & Finance) Certification - Preferred.
- Proven track record in client acquisition and sales performance.
- Strong knowledge of financial products, investment solutions, and market trends.
- Clean compliance record with required CMFAS certifications.
- Excellent communication, negotiation, and interpersonal skills.
We offer a challenging and rewarding work environment, competitive salaries, and opportunities for career growth and development. If you are a skilled and experienced Relationship Manager looking for a new challenge, we encourage you to apply.
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