
Relationship Manager, Bd
7 days ago
Hey there We’re on the lookout for an aspiring Relationship Manager to join our growing team In this role, you’ll be delivering customized financial advice and portfolio management guidance to our clients.
Here’s what you’ll be up to:
- Identifying client needs and working with internal partners to determine a solution.
- Given **autonomy** when working with your clients
- Supporting the analysis of client investment risk tolerance, discussing appropriate savings or spending strategies, and providing additional financial planning solutions.
- Implementing wealth-building strategies based on the firm’s investment philosophy and client goals.
- Developing an understanding of client financial situations and general knowledge of funds, products, and services to help educate clients.
- You’ll also maintain a general understanding of financial planning, capital markets, and the Financial Services industry.
- Serve client’s best interests without compromising the quality of service
Here’s what we’re looking for:
- Bachelor’s Degree / Local Polytechnic Diploma
- Preferably 1 - 3 years of work experience in banking / financial / investment advisory
- Sound business judgment and decision-making abilities.
- A self-driven individual with the ability and willingness to work in an unsupervised and unstructured environment. You’ll also need the ability to manage multiple assignments simultaneously, flexibility, and the ability to work under pressure with tight deadlines and constant interruptions. The ability to adjust priorities in a rapidly changing environment is critical.
Here’s what’s in it for you:
- High Commission, Monthly, and quarterly bonuses with a competitive monthly incentive scheme
- **Unlimited leave**:
- _Flexible schedule - Fix your own schedule_
- Professional development
- **Work from home**
sales #businessdevelopment #BDE #BDR
**Job Types**: Full-time, Permanent
**Salary**: From $4,000.00 per month
Supplemental pay types:
- Commission pay
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