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Client Relationship Advisers / Managers

Client Relationship Advisers / Managers

People ProfilersSingapore, Singapore
30+ days ago
Job type
  • Quick Apply
Job description

Responsibilities

  • To develop partnership agreements with external partners  to develop new channels of distribution.
  • To engage individuals to be distributors of the company  investment products by joining the client's Associate Program.
  • Responsible to maintain long-term relationships with the referrals  and clients. Act as the main point of contact for addressing inquiries and resolving  issues.
  • Conduct regular meetings with clients to keep up-to-date on their  investments, and to adjust existing solutions when the need arises.
  • The candidate must connect with their own network of accredited investors for the  investment of our products.
  • Communicate with clients to identify their business challenges and expectations.
  • Required to travel overseas to meet clients, attend events, and support business  development efforts.

Requirements

  • Bachelor's degree in Finance, Economics or related field
  • Candidate must already have a pool of accredited investor
  • 1-3 years experience in investment management, financial planning, portfolio management or related fields
  • Proven record of effectively guiding clients through investment processes while managing expectations will be preferred
  • Excellent communication skills
  • Strong knowledge of the financial market trends, investment products and strategies
  • All Successful candidates can expect a very competitive remuneration package and a comprehensive range of benefits.

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    Client Relationship • Singapore, Singapore

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