Relationship Manager

2 weeks ago

Singapore Summit Planners Full time

By becoming a relationship manager at Summit Planners, you can help your customers achieve the financial security they need and desire. When you see the difference that you can make, the sense of fulfilment is beyond your imagination.

**Unlimited income potential**
You can set your own pace and establish your own income objectives. You are the master of your career path.

**Comprehensive training programme**
At Summit Planners, we take your training seriously. Take the path to success with our multi-dimensional training programme**.**

**Continuous support from a staff of sales experts**
Even after you are established in your career, Summit Planners offers ongoing workshops to improve your knowledge of the business. Full-time management personnel and professional trainers are there for your support in each of our local offices.

**Products and services**
With the variety of financial products offered by Summit Planners and its related companies, you are equipped to help your clients meet any of their financial goals. To give you the competitive edge, we are constantly developing new products to satisfy the changing needs of our clients.

**Moving on up**
After serving as a relationship manager for at least two years, you may qualify to move to management.

**What you will do as a Relationship Manager**
When you provide advice on financial services, you are not merely selling products; you are developing relationships. Your relationship with your customers is a critical component to your ultimate success.

A relationship manager provides customised financial services and need to know their clients on a personal level. The responsibilities of a relationship manager include: contacting new people, meeting with them to gather necessary information regarding their present situation, providing analysis of situations and ultimately, presenting viable solutions that meet the customer’s objectives**.**

**Sales training and career development**

With Summit Planners, you embark on a lifetime of learning.

The first phase is Career Development, during which you begin the process of getting your insurance licenses. You will receive a full introduction to products and selling skills, including how to develop your client base.

After an initial three months of training, you’ll spend two years in the Associate Programme, an intensive experience focused on business consultation, product and service marketing, product selling and technical knowledge. The next level of training is the Professional Development, which offers specialised courses combining class instruction with self-study. Summit Planners strongly encourages its relationship manager to make a commitment to lifetime learning. For this reason the Company provides tuition reimbursement to relationship manager upon completion of certain industry courses.

As your sales career develops, you may wish to move into management. The Company is structured to support you in reaching this goal.

**Become a Relationship Manager - Contact us

  • Relationship Manager

    1 week ago

    Singapore CLSA Full time

    Relationship Manager (Greater China), Wealth Management Join to apply for the Relationship Manager (Greater China), Wealth Management role at CLSA Relationship Manager (Greater China), Wealth Management 3 weeks ago Be among the first 25 applicants Join to apply for the Relationship Manager (Greater China), Wealth Management role at CLSA We are looking for a...

  • Relationship Manager

    16 hours ago

    Singapore FRAXTOR PRIVATE LIMITED Full time

    About the Company Fraxtor is a real estate tokenisation and investment platform licensed by the Monetary Authority of Singapore. Clients are able to gain access to a variety of real estate investment products on the Fraxtor platform. **Job Description**: - Manage existing clients and to build client relationship. - Acquire new clients who are accredited...

  • Relationship Manager

    1 week ago

    Singapore Longbridge Singapore Full time

    Offer diverse financial solutions (private funds, bonds, structured products, public fund portfolios, etc.) Competitive commission incentives Flexible client acquisition: cross-border coverage, digital platforms, and joint advisory support Responsibilities Develop and manage HNWI(High Net Worth Individual) relationships in Hong Kong, Singapore, and...

  • Relationship Manager

    3 weeks ago

    Singapore Bank of Singapore, Asia's Global Private Bank Full time

    Join to apply for the Relationship Manager (Indonesia) role at Bank of Singapore, Asia's Global Private Bank 1 day ago Be among the first 25 applicants Join to apply for the Relationship Manager (Indonesia) role at Bank of Singapore, Asia's Global Private Bank Bank of Singapore opens doors to new opportunities.At Bank of Singapore, we are constantly on...

  • Relationship Manager

    7 days ago

    Singapore F1 AUTOS PTE. LIMITED Full time

    We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We’ll rely on you to find ways to outperform our competition and maintain our company’s positive image. To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers....

  • Relationship Manager/Junior Relationship Manager

    6 hours ago

    Singapore The Resolute Hunter Pte Ltd. Full time

    Overview Seeking for a Relationship Manager/Junior Relationship Manager who has experience in handling Corporate

  • Relationship Manager

    2 weeks ago

    Singapore FOUNDSWORTH PTE. LTD. Full time

    Responsibilities for Relationship Manager - Farmer Role: - Create and enforce plans that will help meet the needs of customers - Build long-term relationships with clients and customers - Work quickly to address and resolve customer issues - Notify the sales team of new sales and cross-selling opportunities - Become familiar with the competition to stay...

  • Relationship Manager

    1 week ago

    Singapore Unlimit Full time

    Join to apply for the Relationship Manager role at Unlimit 1 day ago Be among the first 25 applicants Join to apply for the Relationship Manager role at Unlimit About UnlimitUnlimit is the global fintech powerhouse behind the world's largest proprietary payments infrastructure. About UnlimitUnlimit is the global fintech powerhouse behind the world's...

  • Relationship Manager

    1 week ago

    Singapore Ambition Full time

    1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Ambition Banking & Insurance Specialised Recruiter (Front office roles) Our client, a global digital brokerage platform, is seeking an experienced Relationship Manager to spearhead the launch of its High Net Worth (HNW)...

  • Relationship Manager

    2 weeks ago

    Singapore GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. Full time

    Roles & ResponsibilitiesJOB ID :1061543Responsibilities:To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives. To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products (NRI...