Relationship Manager

Company Description

Synergy Financial Advisers Ltd is a leading financial advisory firm dedicated to delivering a unified solution for comprehensive financial planning needs. Our vision is to be the most admired Financial Advisory Firm in Asia, and we are driven by a mission to achieve financial freedom through technology and innovation. Guided by core values of People, Professionalism, and Progress, Synergy is uniquely recognized in Singapore as a certified Singapore Quality Class organization with accolades such as the Data Protection Trustmark and ISO 9001/27001 certifications.

Role Description

This is a full-time hybrid role located in Singapore, offering the flexibility of some remote work. As a Relationship Manager, you will cultivate and maintain long-term relationships with clients by understanding their financial needs, offering tailored advice, and ensuring consistent follow-up. Regular responsibilities include meeting with clients, developing financial plans, monitoring client portfolios, and working collaboratively with internal teams to align financial goals. This role also involves generating new business leads and staying informed about market trends to provide proactive guidance to clients.

Qualifications

• Proven experience in client relationship management, customer service, and the ability to build trust and rapport with clients.
• Strong knowledge in financial planning, investment strategies, and wealth management principles.
• Solid communication and presentation skills, including the ability to convey complex financial concepts in a clear and concise manner.
• Proficiency in technology-driven tools and software relevant to financial planning and analysis.
• Ability to work independently and collaboratively in a team environment, demonstrating professionalism and solution-oriented problem-solving skills.
• Certifications in financial planning (e.g., CFP®, AFC®, or equivalent) are a plus.
• Strong understanding of data protection, compliance, and ethics in financial advisory services.