Financial Relationship Manager

PC Financial (SG) Pte. Ltd. is a boutique specialist firm providing financial solutions to high-net-worth clients. We are licensed by the Monetary Authority of Singapore (MAS) to carry out wealth management and fund management activities. We are backed by our parent group, PC Securities Financial Group, headquartered in Hong Kong, and Singapore-listed iFAST...

We are looking for a Relationship Manager to join our growing organization. The Relationship Manager is expected to actively expand HNW business through various sources. He/She will be actively bonding with clients in identifying their financial needs and providing suitable wealth solutions, while complying to full compliance as set by regulatory bodies.Job...

**Job Purpose**: The Regional Relationship Manager is responsible for enhancing client satisfaction, adoption, and retention across retail, wholesale, and institutional segments. This role involves blending sales and relationship management duties to optimize outcomes for the organization and its diverse clientele. From initial engagement to...

Regional Relationship Manager Job Purpose: The Regional Relationship Manager is responsible for enhancing client satisfaction, adoption, and retention across retail, wholesale, and institutional segments. This role involves blending sales and relationship management duties to optimize outcomes for the organization and its diverse clientele. From initial...

Job Title: Financial Relationship ManagerWe are seeking a skilled professional to join our team as a Financial Relationship Manager. In this role, you will be responsible for conducting in-depth financial analysis and profiling sessions with clients to understand their financial needs and goals.You will foster and deepen client relationships by providing...

Foster business relationships to drive growth and success.Job DescriptionFoster and deepen customer relationships to achieve business objectives and drive personal growth. This role involves conducting professional financial analysis and profiling sessions with customers, providing market information updates and trend analysis on local and international...

**Responsibilities**: - Support our group company PC Securities Financial Group with account lifecycle management processes from onboarding to maintenance of clients, follow through documentation up until handover to Operations - Establish and manage relationship, build and preserve trusting bonds with clients - Handle clients’ needs and enquiries to...

Relationship Manager, Auto Department SRF00269 Mon to Fri, 8.30am to 5.30pm Hybrid (Onsite 3 days/week) - Market Goldbell’s suite of financial products to potential customers - Identify, develop and implement marketing strategies to maintain competitiveness - Establish and maintain excellent rapport with existing customer portfolio through regular...

Job Overview:The role of a Financial Relationship Manager involves establishing and maintaining strong relationships with customers to deliver exceptional customer service. This is achieved through effective communication, cross-selling, and upselling financial products to meet sales targets.To be successful in this position, you will need to stay updated on...

Job Title: Financial Relationship ManagerFisher Investments Singapore is seeking a skilled Financial Relationship Manager to join our team. As a Financial Relationship Manager, you will play a vital role in building and maintaining strong relationships with our high-net-worth clients. You will be responsible for educating clients on our top-down portfolio...