Clientele Relationship Consultant

2 weeks ago


Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

Job Title: Clientele Relationship Consultant (Investment)

The role as a **Clientele Relationship Consultant (Investment) **will be to develop good relations with clients and learn to expand your network with them on various financial matters. 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)

**Job Highlights**:

- Highest Remuneration
- Flexible working hours. Have the freedom to plan your own work schedule.
- We offer a competitive compensation package with attractive bonuses and incentive trips.
- A multifaceted training programme (including investments, neuro-linguistic programming, leadership, etc.) will be provided for career progression.
- Opportunity for advancement in your career solely based on your performance
- Allowance scheme and performance bonus to jump-start your career
- Family-oriented working culture
- Strong support and guidance

**Responsibilities**:

- Learn and chart out investment objectives for clienteles using their CPF and Cash portfolios.
- Managers will also be taught to utilise DISC Personality Assessment and Enneagram to improve your communication with clients.
- Develop and implement business plans and marketing strategies to achieve the business target
- Source and develop a network of high-net-worth clients
- Conduct Financial Needs Analysis and recommend appropriate solutions
- Provide recommendation to help clients meet their financial goals and needs
- Conduct fact find, customer needs analysis and provide financial solutions to clients and close finance deals.
- Service and review financial portfolios in maintaining a long-term customer relationship

**About You**
- Minimum Education of Diploma from Local (Singapore) Polytechnics only or Recognised Degree in any field or equivalent
- English and Mandarin speaking preferred
- Self motivated, disciplined and result orientated
- Good interpersonal skills and communication skills to relate with different people
- An interest or knowledge in business finance/management will be an added advantage
- A positive attitude and willingness to learn

Monthly Salary:
$4000 to $15000



  • Singapore Argyll Scott Full time

    A **global fashion maison** is looking for a** Regional CRM Clientelling Manager **to join its **Singapore **office. The Regional CRM Clientelling Manager will lead the creation, execution, and evaluation of clienteling programs that foster and amplify the Maison's relationships with its clients. The role mission is to ensure that every client touchpoint is...

  • Relationship Manager

    2 weeks ago


    Singapore BETTERMENT OF LIVES PTE. LTD. Full time

    **Position**: Relationship Manager for Director of Wealth GPs representing finexis advisory Pte Ltd **Job Scope**: 1. To develop and grow existing clientele base 2. Conduct Servicing Calls, arrange appointments, attend appointments 3. To be licensed as a Financial Consultant to takeover a segment of the clientele from time to time. 4. To initiate client...


  • Singapore BLUE ALTITUDE CAPITAL PTE. LTD. Full time

    Blue Altitude Capital is seeking results-oriented Relationship Managers to join our team. This position reports to the Managing Director of Blue Altitude Capital. **Responsibilities**: - Acquire and build long-term relationships with high net-worth clientele and their families; - Manage clientele portfolios and provide regular market information...

  • Sales Consultant

    5 days ago


    Singapore AUXILIARY CONSULTANT (AC) Full time

    **Location**:Ang mo kio **SalaryRange**:$1800-$ 2500. Commission too **Job Description - Sales Consultant** - Engage with potential clients to understand their wedding vision and requirements. - Present and promote our range of actual day wedding packages and pre-wedding shoot packages in a persuasive manner. - Conduct personalized consultations with...


  • Singapore Louis Vuitton Full time

    **Poste**: - We are looking for a Customer Relationship Management Executive to join our Louis Vuitton team! - Duties & Responsibilities - Customer Relationship Management (CRM) - Manage and execute the CRM calendar for the South Asia region - Collaboration across departments to align and ensure timely communication to database of clients and prospects -...


  • Singapore GAIGAI PTE. LTD. Full time

    About Us Founded in 2015, GaiGai is one of Singapore's largest and fastest-growing offline dating agencies, under the Paktor Group. Each year, we connect thousands of singles through a unique blend of modern technology, personalised matchmaking, and curated social events. With an extensive database of quality clientele and dedicated Relationship Managers,...

  • Consultant

    5 days ago


    Singapore FoodNet International Consulting & Projects Pte Ltd Full time

    **Job Duties**: - Develop and maintains positive relationships through professional interactions with customers. - Follow standard operating procedures (SOPs) and policies set by the Company. - Assist the lead consultant in overall quality and/or food safety management system consultancy works, inclusive of but not limited to follow up of documentations,...

  • Sales Consultant

    3 days ago


    Singapore FIRST SIGHT INTERNATIONAL PRIVATE LIMITED Full time

    **Client and Business Development** - Possess an existing clientele base and to generate new clientele - Consult clients on their needs and build strong relationship with them - Inspect works - Conduct sales of artwork, whilst collaborating with the art sales team - Curate and Promote stable of Artists - The possibility of planning and hosting events, such...


  • Singapore Hays Full time

    Opportunity to move to the prestigious premier wealth management segment. Serve AI, HNW, UHNW offshore and onshore bank clientele. - Provide advisory to priority clients on market trends, identity and communicate relevant investment opportunities. - Build relationships with onshore and offshore high net-worth banking clients. - Construct portfolios based on...


  • Singapore EDUQUEST INTERNATIONAL INSTITUTE PTE. LTD. Full time

    We are looking for motivated individuals with a good sense of business acumen and who are passionate about enriching adults through marketing in-demand skills training courses. **Responsibilities**: - Promote and market training programmes to corporate clients - Researching potential organizations and the industry landscapes for lead generation and...