Clientele Relationship Manager
3 days ago
**A day in the life**: A CRM is relationship-focused and leverages on our (and their) network to build and deepen relationship with investors, business owners and mass consumers. A CRM will work on a wide range of customers with needs ranging from complex to non-complex, small and medium sized firms.
**On a given day, a CRM will spend time**:
- Manage and make critical decisions on client’s investment portfolio, advice on matters relating to asset management - mortgage financing etc.
- Understand and balance risk vs rewards across different financial instruments (from bonds to derivatives like options/futures etc
- Engaging in non-office communication with clients to seed a prospective working relationship.
- Learn and chart out investment objectives for clienteles using their CPF and Cash portfolios.
- Build an effective portfolio that focuses on building cost-effective investment solutions for clients
- Utilise DISC Personality Assessment and Enneagram to improve your communication with clients.
**What a CRM takes home**:
- Basic salary range: $3,000 - $6,000 (before commission and bonuses)
- Attractive commission and bonuses (depending on individual and team performance)
- Team Trips to Europe/USA
- A multifaceted training programme (including investments, neuro-linguistic programming, leadership etc.)
**What we expect of a CRM**:
- Minimum Education of Diploma from Local Polytechnics only or Degree
- Work hard, play hard mindset - we believe in worklife balance that stems from a strong sense of self-motivation and accountability of our work.
- Say no to ''9-5''
- An interest or knowledge in business finance/management will be an added advantage. A positive attitude and willingness to learn if otherwise.
**Salary**: $3,000.00 - $5,000.00 per month
**Benefits**:
- Additional leave
- Flexible schedule
- Professional development
Schedule:
- Monday to Friday
Supplemental pay types:
- Commission pay
- Performance bonus
- Signing bonus
- Yearly bonus
**Education**:
- Local Polytechnic Diploma (preferred)
**Experience**:
- Relationship Management: 1 year (preferred)
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