Client Relationship Manager/Advisor (Finance)

Job Summary:

• Basic Salary: $3000 - $4300
• Location: Central/Island-wide
• Working hours: Subject to station in branch/centre/mobile
• Attractive commissions and benefits

Job Responsibilities:

• Provide sound financial advice through proper fact-finding and reviewing customers financial goals.
• Maintain long-lasting relationships with both existing and potential customers.
• Capitalize on sales opportunities through customer events, financial reviews, and branch engagement activities.
• Increase our customer base by proactively acting on leads from our database and setting up appointments with potential customers.
• Ensure sales conversion by leveraging referrals from Branch Services colleagues.

Requirements:

• Minimum Diploma/Degree in any field.
• Passionate about helping customers achieve greater financial competency.
• Able to manage relationships with High Net Worth or Business owners.
• Results driven and motivated by performance-based rewards.
• Good communication, presentation and interpersonal skills.
• Strong team work with a positive customer and corporate focused attitude.
• Relevant CMFAS qualification : M5, M9 & 9A HI, BCP, PGI & CGI will be advantageous.

Applicants who possess relevant experience for the above responsibilities are most welcome to apply. If you do not possess the above experience, your application will still be considered on individual merits and you may be contacted for other opportunities.

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..We regret to inform that only shortlisted candidates would be notified.

Foo Kai Jing (Fiona)
Registration Number: R2199329
EA License No: 06C2859 (MCI Career Services Pte Ltd)