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Financial Growth Expert

2 weeks ago

Singapore beBeeRelationship Full time

Investment Relationship Manager

We are seeking a skilled and motivated individual to join our team as an Investment Relationship Manager. This role involves building and maintaining lasting client relationships by understanding their financial goals and offering tailored investment solutions.

The ideal candidate will have strong sales acumen and a client-focused approach, excellent interpersonal and communication skills to build trust and rapport with clients. A Polytechnic Diploma or higher in a relevant field is required, and CMFAS certification (e.g., M1, M5, M6, or others) is an advantage.

As an Investment Relationship Manager, you will identify and capitalize on sales opportunities to achieve and exceed targets. You will also stay informed on market trends and financial products to provide expert guidance and collaborate with internal teams to ensure seamless service delivery and exceptional client satisfaction.

  • Key Responsibilities:
  • Build and maintain lasting client relationships
  • Identify and capitalize on sales opportunities
  • Stay informed on market trends and financial products
  • Collaborate with internal teams

Benefits:

  • Yearly incentive trips to premier destinations
  • Attractive bonuses in recognition of your hard work and achievements
  • Well-deserved recognition through awards and career advancement opportunities
  • A dynamic and supportive work environment that fosters success and growth

What We're Looking For:

  • Strong sales acumen and a client-focused approach
  • Excellent interpersonal and communication skills
  • Polytechnic Diploma or higher in a relevant field
  • CMFAS certification (e.g., M1, M5, M6, or others)

What You'll Gain:

  • Access to a wide range of innovative financial products
  • Professional training programs to enhance your knowledge and skills
  • Recognition of your achievements through promotions, bonuses, and globally-recognised awards
  • Exciting yearly incentive trips to premier destinations