Company Overview
The client offers a rewarding career in financial services, empowering clients to achieve their financial goals through expert investment and insurance guidance in a supportive, client-focused environment.
Job Summary
Join as a Relationship Manager (Investment) to acquire and manage client portfolios, propose tailored financial solutions, and build lasting client relationships that secure their financial future.
Responsibilities
- Acquire new clients using diverse prospecting strategies to expand the client base
- Analyze and review prospective and existing client portfolios to identify financial needs
- Develop and propose customized investment and insurance solutions aligned with client goals
- Manage client relationships to enhance retention and satisfaction through proactive engagement
- Respond promptly and professionally to client inquiries to maintain high service standards
- Conduct regular portfolio reviews and service to support clients long-term financial security
Required competencies and certifications
- Diploma or Degree from a recognized institution in any field
Preferred competencies and qualifications
- Passion for making a positive impact in clients financial lives
- Entrepreneurial mindset with creativity and problem-solving skills
- Strong communication and interpersonal skills to engage clients effectively
- Ability to work independently and collaboratively within a team
Other Information
Kelvin (Reg. No. R1872625)
- STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)
- Please contact us or apply in confidence with your updated MS Word Resume to: [Confidential Information]
BENEFITS
- Competitive compensation package (Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus)
- Various incentive trips
- Build a growing stream of recurring income
- Professional development and mentorship to break barriers
