Relationship Manager

2 weeks ago


Singapore IHARVEST WEALTH MANAGEMENT PTE. LTD. Full time

**Responsibilities**:

- Attending to customers and provide financial advice.
- Plan out and manage investment policies to achieve clients' financial goals.
- Maintain and develop long-lasting relationships with both existing and potential customers.
- Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities.
- Increase client base by proactively reaching out to leads from database and setting up appointments with potential clients.

**Requirements**:

- Bachelor's degree from a recognized university or a diploma from a local polytechnic. Fresh graduates are welcome.
- Strong understanding of the financial markets
- Passion for excellence and learning
- Self-starter and driven.
- People-oriented with good interpersonal and strong listening skills



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