Relationship Manager (Investment) Offshore/Onshore
Job Summary
Join our team to deliver exceptional financial guidance that empowers clients to achieve their financial goals and secure their futures. Make a positive impact in a client-focused environment.
Responsibilities
- Acquire new clients by implementing diverse prospecting strategies to expand the client base
- Analyze and review prospective and existing client portfolios to identify opportunities and risks
- Develop and propose tailored investment and insurance solutions aligned with client financial needs and goals
- Manage and retain client relationships through proactive communication and personalized service
- Respond professionally and promptly to client inquiries to maintain high satisfaction levels
- Conduct regular portfolio reviews and service to support long-term client financial success
Preferred competencies and qualifications
- Diploma or Degree from a recognized institution in any field
- Strong communication and interpersonal skills to engage clients effectively
- Entrepreneurial mindset with creativity in problem-solving and openness to new ideas
- Self-motivated to work independently and collaboratively within a team environment
- Passionate about making a positive difference in clients financial lives
Other Information
Benefits
- Competitive compensation package including monthly allowance, commission, incentives, quarterly and year-end bonuses
- Opportunities for incentive trips
- Potential to build a growing stream of recurring income
- Professional development and mentorship programs to support career growth
Recruiter Details 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]
