Client Relationship Expert

4 days ago


Singapore This is an IT support group Full time
Job Summary

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.



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