Relationship Manager

2 weeks ago

Raffles Place, Singapore Finsmart Solutions Malaysia Sdn Bhd Full time $40,000 - $80,000 per year

Job Title: Relationship Manager (Roadshow & Branch Focused)

Department: Retail Brokerage/Account Management (Retail)

We are looking for a client-focused Relationship Manager to support roadshow events and branch services. This role delivers exceptional customer service and strengthens client relationships through face-to-face interactions. Responsibilities include client onboarding, product guidance, and coordinating roadshow logistics. The role requires shift flexibility, including weekends and public holidays, to ensure smooth branch operations and successful events. This is an excellent opportunity to grow professionally while making a direct impact on client satisfaction and business development.

Key Responsibilities:

  • Serve as the first point of contact for clients during roadshows and at the branch, providing professional and tailored financial advice to achieve individual sales targets.
  • Conduct client consultations to understand their financial goals and recommend suitable products or services, contributing directly to your personal sales KPIs.
  • Identify opportunities to upsell or cross-sell products during branch operations, client onboarding, and service interactions.
  • Coordinate client engagement during weekend and public holiday roadshows to maximize individual sales performance.
  • Maintain accurate client records and track your sales activities to monitor progress against personal targets.
  • Actively pursue business development initiatives to grow your client portfolio and achieve set individual revenue goals.
  • Ensure follow-up and continuity of service to drive individual client conversions and meet personal sales objectives.

Requirements:

  • Minimum of a Diploma or Bachelor's degree in any discipline; a background in Banking or Finance will be an added advantage.
  • Prior experience in a client-facing role within financial services, wealth management, or banking is preferred.
  • Eligibility or willingness to obtain relevant regulatory licenses, including taking the CMFAS examinations to register for the required licenses.

  • Strong interpersonal, communication, and relationship-building skills.

  • Flexibility to work shifts, including weekends and public holidays, as required by branch and roadshow schedules.

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