Relationship Manager
3 days ago
As a Relationship Manager, you will engage in day-to-day tasks such as financial planning, retirement planning, investment management, and providing financial advisory services. This role involves working closely with clients to understand their needs and develop customized financial strategies.
We offer B2B and B2C solutions in the current financial services space. With multiple disciplinary in-house providors, we deal with matters from legal, financial and banking perspectives.
You will provide customized solutions for your client's Wealth Preservation and Personalised Wealth Investment needs through our wide range of comprehensive services and financial products from our partners.
Structured and diverse learning modules will be provided to ensure that you have every technical and commucation skill to perform at your best potential.
Comprehensive on the job training will be provided continuously for professional development and career advancement in financial services.
**Qualifications**
- Financial Planning and Retirement Planning skills
- Experience in Finance and Investments
- Expertise in Financial Advisory
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
- Ability to build and maintain client relationships
- Relevant certifications (e.g., Certified Financial Planner, Chartered Financial Analyst) are a plus
- Bachelor's degree in Finance, Economics, Business, or related field are a plus
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