Talent.com
This job offer is not available in your country.
Relationship Manager

Relationship Manager

PC FINANCIAL (SG) PTE. LTD.D01 Cecil, Marina, People’s Park, Raffles Place, SG
30+ days ago
Job description

Roles & Responsibilities

We are looking for a Relationship Manager to join our growing organization. The Relationship Manager is expected to actively expand HNW business through various sources. He / She will be actively bonding with clients in identifying their financial needs and providing suitable wealth solutions, while complying to full compliance as set by regulatory bodies.

Job highlights

  • Basic salary + incentive
  • Opportunity to work with your clients to build up their financial portfolio with a wide range of products and services
  • Promotion path to Team Head
  • Cordial and professioinal work environment

Job Description :

  • To build and preserve trusting bonds with our customers
  • Establish and manage relationship with HNWI customers from our group company
  • Provide quality services to clients, handling their needs and enquiries
  • Manage the total wealth of our clients by matching our financial and investment product solutions to their needs
  • Acquire, develop and maintain new clients

    • Requirements

  • Diploma / Degree holder with at least 3 years of business development / sales / client acquisition experiences from wealth management nature
  • Strong HNW clients sources with proven track record
  • Good knowledge in financial products
  • CMFAS certification (M5, M6, M6A, M8, M8A, M9, M9A & HI) will have added advantage
  • Driven and self-motivated individual who has passion to excel in sales
  • Good command of both Mandarin and English (to handle English and Mandarin speaking clients)
  • Willing to travel occasionally

    • Tell employers what skills you have

    High Net Worth Individuals

    Sales

    Referrals

    Client Acquisition

    Investments

    Relationship Management

    Wealth Accumulation

    Wealth

    Compliance

    financial products

    Financial Analysis

    Financial Advisory

    Business Development

    Financial Services

    Create a job alert for this search

    Relationship Manager • D01 Cecil, Marina, People’s Park, Raffles Place, SG