Client Relationship Expert
4 days ago
We seek an experienced Senior Relationship Manager to join our team. This role involves evaluating customers' needs, designing wealth solutions, and conducting regular updates on client holdings.
Responsibilities
The successful candidate will:
- Evaluate customers' needs and provide tailored solutions in wealth protection, accumulation, retirement planning, estate preservation, and endowment planning.
- Design and recommend wealth solutions to meet client objectives.
- Take initiative to plan and organize daily schedules for various sales-generating activities.
- Conduct daily calls to customers in their portfolio base to arrange for appointments and offer assistance.
- Regularly update clients on their holdings and investment performance.
Requirements
To excel in this role, candidates must possess a degree or diploma, professional qualification and/or regulatory licensing requirements (M5, M6, M6A, M8, M9, M8A, M9A, M1B, and HI), and a minimum of 3 years of wealth sales experience.
Candidates should demonstrate strong networking, prospecting, negotiation, and self-starting skills with excellent articulation abilities.
Our Company Culture
We value innovation, customer satisfaction, and employee growth. Our dynamic work environment offers opportunities for professional development and career advancement.
-
Banking Relationship Expert
6 days ago
Singapore This is an IT support group Full timeThe Financial Services Professional will play a critical role in shaping the financial futures of our clients. With Citi's comprehensive range of products and services, you will have the opportunity to make a meaningful impact on our clients' lives.We are seeking a skilled and experienced professional to join our team as Officer, GCG ULTIMA Lifestyle...
-
Client Relationship Consultant
2 weeks ago
Singapore GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. Full timeRoles & ResponsibilitiesJob Order : 610130ResponsibilitiesTo conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs / objectives. To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products. ...
-
Banking Client Onboarding Expert
6 days ago
Singapore Good Job Creations (Singapore) Pte Ltd Full timeWe are looking for an experienced Banking Client Onboarding Expert to join our team at Good Job Creations (Singapore) Pte Ltd. As a key member of our team, you will be responsible for managing the entire client onboarding process from start to finish.About the Role:In this role, you will work closely with sales and relationship management teams to ensure a...
-
Client Success Expert
6 days ago
Singapore This is an IT support group Full timeResponsibilitiesThis Client Success Expert will work closely with existing clients/founders in the portfolio and partner teams within the app industry. The role will involve developing and managing a portfolio of mobile app clients, providing data-driven insights, acquiring market share from competitors, and helping to evolve their Go-To-Market strategies...
-
Client Onboarding Expert
3 days ago
Singapore Phillip Securities Pte Ltd Full timeJob DescriptionWe are seeking a Client Onboarding Expert to join our team. The successful candidate will be responsible for the efficient onboarding of clients, including performing customer due diligence checks, creating new accounts within stipulated turnaround times, and submitting required forms. The Client Onboarding Expert will also ensure compliance...
-
Client Relationship Associate
4 weeks ago
Singapore 33 AUCTION PTE. LTD. Full timeRoles & ResponsibilitiesClient Relationship AssociateA client relationship associate is responsible for client relationships before and after the sale process is complete. The candidate handles a variety of queries in person, on the telephone and via emails as they relate to all transactional aspects of bidding, buying, selling and post-sale activities. He...
-
Client Relationship Associate
2 weeks ago
Singapore 33 AUCTION PTE. LTD. Full timeRoles & ResponsibilitiesClient Relationship AssociateA client relationship associate is responsible for client relationships before and after the sale process is complete. The candidate handles a variety of queries in person, on the telephone and via emails as they relate to all transactional aspects of bidding, buying, selling and post-sale activities. He...
-
Client Relationship Manager
6 days ago
Singapore Fullerton Health Full timeAbout the Role:The Client Relationship Manager is a key position within our team, responsible for maintaining strong relationships with our corporate clients. This involves data entry and maintenance, client reporting, and administrative duties as required.
-
Client Relationship Manager
6 days ago
Singapore GOGO TECH LTD Full timeGOGO TECH LTD is a dynamic company that transforms the logistics industry through innovative solutions.We are seeking a Client Relationship Manager to develop and maintain strong relationships with our clients.Build and maintain relationships with existing and potential clients.Provide quality customer services to prospective and existing clients.Be...
-
Client Relationship Executive
4 weeks ago
Singapore HITACHI AQUA-TECH ENGINEERING PTE. LTD. Full timeRoles & ResponsibilitiesPosition PurposeReporting to the Business Development Manager, the Client Relationship Executive is responsible for supporting:1. Solar Renewable Energy Value Chain Partners and Clients2. Business Development Manager, supporting them with proposals, contract completion, organising client meetings, client visits, reporting, market...
-
Client Relationship Specialist
6 days ago
Singapore Standard Chartered Singapore Full timeAt Standard Chartered, we're committed to driving commerce and prosperity through our unique diversity. As a Client Relationship Specialist, you'll play a vital role in building and maintaining relationships with high-profile clients to drive business growth and meet the bank's strategic objectives.We leverage digital banking channels with a human touch to...
-
Client Relationship Executive
6 days ago
Singapore Outdoor Venture Pte Ltd Full timeAre you a people person with strong interpersonal skills and the ability to develop working relationships at all levels of management? Do you have a degree in accountancy, business, marketing or communications field, and at least 2 years of working experience? If yes, we want to hear from you!Job Overview:As a Client Relationship Executive, you will be...
-
Client Relationship Manager
6 days ago
Singapore Stafflink Services Full timeJob DescriptionWe are seeking a Business Development Manager to join our team. The successful candidate will be responsible for building and sustaining long-term relationships with existing corporate and maritime clients.Build and maintain strong, long-term relationships with key corporate and maritime clients by serving as their primary point of contact,...
-
Client Relationship Manager
2 weeks ago
Singapore TOL CONSULTANT PTE. LTD. Full timeRoles & ResponsibilitiesPosition Overview:TOL Consulting is seeking a motivated and skilled Client Relationship Manager to join our team. The ideal candidate will be responsible for maintaining and enhancing relationships with clients while ensuring that they receive exceptional service in corporate advisory, business setup, and immigration services. This...
-
Client Relationship Manager
2 weeks ago
Singapore APEX FUND SERVICES (SINGAPORE) PTE. LTD. Full timeRoles & ResponsibilitiesThe Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team...
-
Client Relationship Strategist
3 days ago
Singapore This is an IT support group Full timeJob OverviewThis role involves collaborating with senior relationship managers to support wholesale clients in achieving strategic objectives. The ideal candidate will have a strong understanding of business development and commercial relationships.
-
Client Relationship Manager
4 days ago
Singapore Singtel Group Full timeJob Description:We are seeking a highly skilled and experienced Client Relationship Manager to join our Enterprise Team.The successful candidate will play a crucial role in ensuring our enterprise clients receive outstanding service and support.You will be responsible for managing client inquiries, resolving issues, and maintaining strong relationships with...
-
HNWI Relationship Expert
3 days ago
Singapore Fargo Wealth Group Full timeWe are looking for a highly skilled Relationship Manager to join our team at Fargo Wealth Group.Your primary responsibility will be to manage and expand a portfolio of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) across the Asia market.To succeed in this role, you must have a deep understanding of the diverse markets...
-
Client Relationship Manager
2 weeks ago
Singapore AM COLLECTIVE PTE. LTD. Full timeRoles & ResponsibilitiesLead Generation & SalesIdentify, prospect, and reach out to potential clients through networking, referrals, cold outreach, and digital channels. Develop and execute sales strategies to generate new business opportunities. Convert leads into long-term clients by pitching agency services effectively.Client Relationship...
-
Client Relationship Specialist
6 days ago
Singapore Argyll Scott Full timeWe are seeking energetic and results-driven individuals to join our team as Treasury Portfolio Relationship Managers at Argyll Scott.Job DescriptionThis role will involve managing a portfolio of existing accounts by providing treasury and cash management solutions in response to sales leads and referrals. You will work closely with corporate clients to help...