Client Relationship Manager

1 week ago


Singapore STREET FINANCESHIP TECHNOLOGY CONSULTING PTE. LTD. Full time

**Years of Working Experience**: 1-3 yearsJob DescriptionI. Job ObjectivesCentering on the client, maintain and expand the full lifecycle value of high-net-worth clients, institutional clients, or SME clients.Provide high-quality products and solutions within a compliant framework to achieve individual and team sales and revenue targets.II. Core ResponsibilitiesClient Development and Relationship MaintenanceIdentify potential high-value clients, conduct preliminary due diligence, needs analysis, and communicate financial solutions.Regularly review business with clients, updating investment goals, risk tolerance, and asset allocation.Maintain existing client relationships, improve client satisfaction and retention rates, and drive renewals and follow-on investments.
**Investment Solutions and Product Sales**: Design and implement portfolio investment solutions (including traditional and digital asset-related products, if applicable) based on client needs.Work in harmony with the research, compliance, and operations teams to ensure the feasibility and compliance of the solutions.Conduct investment education and risk disclosure to ensure clients are fully informed.Business Growth and Channel Management: Develop and execute regional sales plans, market expansion strategies, channel partnerships, and cross-selling opportunities.Tracking the sales funnel, forecasting sales performance, and maintaining well-managed profit and loss.Compliance and Risk ControlAdhere to MAS guidelines, KYC/AML, PDPA, and internal compliance requirements.Accurately complete and archive customer due diligence and compliance audit records, and promptly report any unusual activities.Data and ReportingUse the company's CRM system to record customer interactions, needs, transactions, and completion status, and regularly generate sales and customer analysis reports.



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