Relationship Manager

5 days ago

Raffles Place, Singapore Finsmart Solutions Malaysia Sdn Bhd Full time $80,000 - $120,000 per year

Job Title: Relationship Manager (Roadshow & Branch Focused)

Department: Wealth Management / Client Services


Position Overview:

We are seeking a dedicated and client-focused Relationship Manager to primarily support both roadshow events and branch-based services. This role is crucial in delivering outstanding customer service and deepening client engagement through face-to-face interactions.

This role involves shift work, including weekends and public holidays, to meet client needs and optimize our event and branch schedules.


Key Responsibilities:

  • Serve as the first point of contact for clients during roadshows and at the branch, providing professional, tailored financial advice and support.
  • Conduct client consultations to understand their financial goals and recommend appropriate products or services.
  • Support branch activities including client onboarding, product inquiries, and service requests.
  • Coordinate logistics and client engagement during weekend and public holiday roadshows.
  • Maintain accurate client records and ensure all regulatory requirements are met.
  • Actively contribute to team targets and business development efforts.
  • Assist in internal handovers, especially during shifts, to ensure continuity of service.

Requirements:

  • Prior experience in a client-facing financial services or banking role.
  • Eligibility or interest in obtaining relevant regulatory licenses (e.g., for selling investment or insurance products).
  • Strong interpersonal and communication skills.
  • Flexibility to work on a shift basis, including weekends and public holidays

Why Join Us?

  • Attractive Remuneration Package – Competitive base salary plus monthly commission
  • Vibrant Working Culture – Energetic, supportive, and inclusive team environment
  • Comprehensive Medical Coverage – We've got your health and wellness covered

Be part of a dynamic team where your efforts are recognized and rewarded

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