Client Relationship Manager

5 days ago

Singapore Alpha Advisor Full time

This is an outstanding opportunity for any aspiring Financial Advisor who aims to build their own financial advice business or join an already established wealth management practice. We are looking for like-minded, dedicated and driven young individuals with the correct values to serve people in the financial services industry to provide clients with financial advisory services.
- Build client relationships based on strategies focused on achieving clients’ financial goals through financial and wealth management solutions.
- Analyse a client’s financial status, develop client value proposition plans based on understanding financial data, and discuss financial objectives with the client.
- Excel at establishing relationships to ensure that the client engages us for wealth management services over the longer term.
- Advise clients on appropriate investment products, financial, and wealth management services or products. This includes preparing and submitting recommendation documents to implement a plan selected by the client.
- You will maintain regular and ongoing contact with the client to revise financial plans based on reviewing and modifying client needs or changes in the investment market. This will help develop and cultivate your client base through ongoing servicing.

**We provide**:

- 1 to 1 Mentorships and endless learning opportunities
- Structured and ongoing training programs
- Boundless earning potential
- Work-life balance; flexible working hours
- A vibrant & supportive team environment

**Job Requirements**
- At least a full certificate in GCE ’A’ Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent, Degree holders in any field.
- Motivated, self-directed & driven
- Excellent interpersonal & communication skills
- Confident in relationship management
- Coachable, Self-motivated, Willingness to Learn, Highly Driven & Result Orientated
- High level of professionalism and integrity

**About us**

Alpha Advisor is a dynamic, full-service financial advisory firm that specialises in financial planning for individuals. We believe in constantly evolving to be ahead of the curve; in doing so, we can be progressive leaders in the financial industry. Only then can we keep our promise to all our clients who share the same goals and values system to bring them to greater heights of a well worth journey.

**Job Types**: Full-time, Permanent

**Salary**: $3,000.00 - $8,000.00 per month

**Benefits**:

- Flexible schedule
- Professional development
- Work from home

Schedule:

- Flexible hours

Supplemental Pay:

- Commission pay
- Performance bonus

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