Relationship Manager

19 hours ago

Singapore PC FINANCIAL (SG) PTE. LTD. Full time $70,000 - $120,000 per year

We are looking for a Relationship Manager to join our growing organization. The Relationship Manager is expected to actively expand HNW business through various sources. He/She will be actively bonding with clients in identifying their financial needs and providing suitable wealth solutions, while complying to full compliance as set by regulatory bodies.

Job highlights

  • Basic salary + incentive
  • Opportunity to work with your clients to build up their financial portfolio with a wide range of products and services
  • Promotion path to Team Head
  • Cordial and professioinal work environment

Job Description:

  • To build and preserve trusting bonds with our customers
  • Establish and manage relationship with HNWI customers from our group company
  • Provide quality services to clients, handling their needs and enquiries
  • Manage the total wealth of our clients by matching our financial and investment product solutions to their needs
  • Acquire, develop and maintain new clients

Requirements

  • Diploma/ Degree holder with at least 3 years of business development /sales/client acquisition experiences from wealth management nature
  • Strong HNW clients sources with proven track record
  • Good knowledge in financial products
  • CMFAS certification (M5, M6, M6A, M8, M8A, M9, M9A & HI) will have added advantage
  • Driven and self-motivated individual who has passion to excel in sales
  • Good command of both Mandarin and English (to handle English and Mandarin speaking clients)
  • Willing to travel occasionally

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