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Relationship Manager
1 week ago
WHY US?
Able to offer a whole suite of products and services to clients which includes Property Advisory, Estate planning, Corporate Solutions, Insurance refinancing, Investment solutions.
Represents / partners with more than 15 insurers, 6 investment platforms, 4 law firms, and 10 banks offering BONDS, ETFS, ELN, UTs, loans, etc.
Lead generation system - Most companies can generate leads but WE generate appointments. Appointments are directly added to your Google Calendar with voice recording attached.
Here at Aspire Alliance, we work on a centralized system where each manager takes on a different role and manages other team members together. If you are stepping up as a manager, this structure will free up your time so that you can spend quality time with your family yet have a structured management system.
With our dedicated CRM system to take care of the servicing and market updates for clients, you just need to focus on advising clients.
Our mobile app is meant to add value to our clients. This app provides clients with discounts and freebies from over 100 merchants listed on our website. This assists with referral generation and monthly lead generation as well.
Our F&B tie-up generates limitless appointments and provides a win-win-win situation for our partners.
Monthly Estate Planning Seminars to engage clients.
Monthly Networking sessions to engage advisors, their clients, and friends to build a strong culture of work and play.
Training systems where we train and learn continuously to make our advisors produce to their best ability.
Responsibilities
Focus on meeting clients daily, upgrading knowledge, and eventually move up as manager whenever you are ready.
Build your investment portfolio so that you can generate passive income for yourself and your client.
Help your clients and their referrals.
Learning and passing on knowledge is a key virtue.
For existing/experienced RM, you may be selected for an AVP role where you will focus on going joint appointments with the newer members, training, guiding, and passing them your skills and knowledge. Enjoy double the compensation by the company.
What you need to have:
A Diploma/Degree, preferably in Business, Banking & Finance, Marketing, or a Sports-related field.
Limited slots, SG Preferred.
Applicants with at least 1 year of career track record of sales experience in the financial services industry will be an advantage.
Applicants who are new to the financial industry and possess a positive attitude and aptitude will be considered.
Financial Advisory experience and accreditation in CMFAS RES5, M8, M8A, M9, M9A & HI is an advantage.
An initiator and team player.
Good communication skills.
If you are up for the challenge and are looking for an environment of growth and opportunities, please direct a full resume, including your cover letter, present and expected salaries to the HR department via the APPLY now button.
We regret that only shortlisted candidates will be notified as there are only 3 distinct positions available.
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