Relationship Manager

2 weeks ago


Singapore Zenith Consult Full time

Why Wealth Planner?
- You are passionate and a strong advocate of taking a Data-centric, Far-sighted, and Holistic approach to Personal Wealth Management
- You are a highly Independent and Self-driven individual who is NOT seeking a traditional, desk-bound, 9-5 job
- You are seeking to explore a well-established path to earning an Extraordinary Income

Core Responsibilities
- Prospecting: Develop and maintain a robust business pipeline by actively reaching out to new Clients via various channels and networks (Roadshow, Cold Calling, Referrals, etc.)
- Financial Analysis: Conduct holistic Fact-Finding with your Clients to understand their short-term Financial Objectives and Risk Appetite and anticipate their long-term Needs
- Financial Planning: Craft and Present a holistic Financial Plan (which employs Protection, Accumulation, and Legacy Products/Strategies) to your Clients
- Relationship Management: Proactively follow up with your existing Clients to address any potential changes to their personal, responsiveness to their needs and financial circumstances

**Requirements**:

- Be at least 21 years old in accordance with MAS (Monetary Authority of Singapore) regulatory requirement
- Min GCE 'A' Levels, local Diploma, or Degree and above in any discipline
- Note: Undergraduates who fulfil the above criteria can commence before graduation

We are partnered with a range of Life Insurer

Complementing our selection of clients, we will provide you with a Comprehensive and Objective Overview of the function and industry.

Combining these aspects, we are able to offer strong options based on the following criteria:

- Potential for an Extraordinary Income
- Availability and Attractiveness of Salary / Allowance / Advancement / Incentive Schemes offered
- Product Range (Life/Health/Hospitalisation/General Insurance, Savings/Endowments, Unit Trust/Mutual Funds, Will Writing, Family Office)
- Leads Generation / Client Acquisition methods for new joiners (Roadshow, Cold Call, Referrals, etc.)
- Quality of Training/Mentoring
- Opportunities for Career Progression
- Effectiveness of Back-Office Support

**Job Types**: Full-time, Contract, Fresh graduate
Contract length: 36 months

**Salary**: $4,000.00 - $10,000.00 per month

**Benefits**:

- Flexible schedule
- Professional development

Supplemental pay types:

- Commission pay
- Signing bonus

**Education**:

- GCE 'A' Level or equivalent (preferred)

License/Certification:

- CMFAS papers (preferred)

Work Location: Hybrid remote in Singapore 018906


  • Salesperson

    1 week ago


    Singapore Marketing Manager Full time

    Responsibilities This is a full‐time, on‐site Salesperson role located in Singapore. The Salesperson will be responsible for identifying new business opportunities, building and maintaining client relationships, conducting product presentations, and achieving sales targets. You will collaborate with team members to develop sales strategies and...


  • Singapore RELATIONSHIP STUDIO PTE. LTD. Full time

    If you have a life mission to impact lives, and you are a driven, thoughtful, curious, intellectual, meticulous, communicative and perceptive individual, who believes in personal development and growth, and wish to be part of a progressive, fast paced and hands-on working environment, this is the right career for you. We are looking for someone who is: -...


  • Singapore ZORB PRIVATE LIMITED Full time

    Relationship Manager responsibilities include: - Building positive relationships with customers - Assisting with generating new business - Identifying opportunities for greater profits **Job brief**: We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We’ll rely on you to find ways to outperform our...


  • Singapore MARGIN WHEELER PTE. LTD. Full time

    **Relationship Manager Responsibilities**: - Maintaining a deep knowledge of company products and services. - Building and maintaining strong relationships with prospective and existing clients. - Researching and pursuing new business opportunities. - Identifying clients' needs and requirements and proposing suitable solutions. - Providing clients with...

  • Relationship Manager

    2 weeks ago


    Singapore AlphaLab Capital Full time

    AlphaLab Capital Group works with a wide variety of exchanges and counterparties, from large and well-known organisations to small up-and-coming companies. As we work in an ever-changing marketplace, building relationships with the right stakeholders is a varied and complex task. We are looking for a Relationship Manager with exceptional negotiation,...


  • Singapore FOUNDSWORTH PTE. LTD. Full time

    Responsibilities for Relationship Manager - Farmer Role: - Create and enforce plans that will help meet the needs of customers - Build long-term relationships with clients and customers - Work quickly to address and resolve customer issues - Notify the sales team of new sales and cross-selling opportunities - Become familiar with the competition to stay...


  • Singapore OREGANO TRADING PRIVATE LIMITED Full time

    We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We’ll rely on you to find ways to outperform our competition and maintain our company’s positive image. To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers....


  • Singapore AVALLIS INVESTMENTS PTE. LTD. Full time

    **Relationship Manager** As a Relationship Manager, you will develop and maintain strong customer relationships. You will seek out new business opportunities for your clients while advising them on products or services that best fit their needs. **Responsibilities**: - Understand client’s needs and develop new financial products as appropriate based on...


  • Singapore BN Business Consultancy Pte Ltd Full time

    Job Highlights * Cohesive work environment * Supportive culture encouraging growth and development * Personalized training and coaching Experienced Investment Specialists/Relationship managers/Insurance specialists/Private Bankers wanted Individuals with less than 1 year experience will be considered for the role of a Junior Relationship Manager and...

  • Relationship Manager

    2 weeks ago


    Singapore PACES CAPITAL MANAGEMENT PTE. LTD. Full time

    **Role Summary PACES provides Relationship Managers (RMs) with a unique opportunity to harness the potential of their relationships and capitalize on them strategically. This innovative platform enables RMs to benefit from a more substantial share of the revenue they generate, surpassing what traditional banks and similar alternatives can offer. The...