Relationship Manager/ Financial Consultant

7 days ago

Singapore CORNERSTONE ADVISERS PTE. LTD. Full time

**The Responsibilities we will trust you with are**:

- Actively identify, develop and convert business opportunities from new and existing clients
- Demonstrate an in-depth understanding of clients’ business and source of wealth generation
- Ensure coverage of all relationships through client engagement, risk profiling and financial planning
- Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
- Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
- Help clients achieve broad financial/investment goals related to the creation and management of wealth
- Develop tailored solutions that address clients’ investment, risk management, and financing/liquidity needs
- Plan and prioritize activities to maximize revenue growth and client satisfaction
- Ensure strong controls and effective operational and administrative tasks including compliance on regulatory requirements
- Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism

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