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.
Create a job alert for this search
Client Relationship • Singapore, Singapore
Related jobs
Promoted
Client Relationship Officer - Islandwide, SG
RK RECRUITMENT PTE. LTD.Islandwide, SG
Sales Incentive Entitlement Gross up to $4K.Weekday 10am - 8pm, Weekend 10am - 5pm.Assisting and performing all incoming documentation check to ensure consistency and compliance to process.Adherenc...Show moreLast updated: 10 days ago
Promoted
Relationship Manager - Large Corporates
TALENTVIS SINGAPORE PTE. LTD.D09 Cairnhill, Orchard, River Valley, SG
This role focuses on building and managing relationships with top-tier Singapore corporates, including GLCs, TLCs, and leading companies in sectors such as Technology, Media & Telecom (TMT), Po...Show moreLast updated: 11 days ago
Promoted
Merchant Relations Officer (Basic up to $3.5k + AWS + VB) - GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.
GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.Islandwide, SG
We are looking for a motivated and detail-oriented.This role is ideal for individuals who thrive in a fast-paced environment and are passionate about supporting merchant operations and payment proc...Show moreLast updated: 11 days ago
We are a family office for a local ship bunker in Singapore.We also have an investment arm that allows High Nett Worth individuals and institutions to investment into our Real Estate, Shipping and ...Show moreLast updated: 4 days ago
Initiate Paperwork for Custody clients.Maintain records of such on-boarded clients, and do periodic review of their KYC docs.
Arrange for renewal documents- KYCs or any other relevant documents.Main...Show moreLast updated: 4 days ago
Job Title : Client Relationship Consultant (Investment).Client Relationship Consultant (Investment).Manage and make critical decisions on client’s investment portfolio, advice on matters relating to...Show moreLast updated: 7 days ago
Promoted
Relationship Manager(Insurance & Investment) - STAR CAREER CONSULTING PTE. LTD.
STAR CAREER CONSULTING PTE. LTD.Islandwide, SG
Relationship Manager(Investment) Offshore / Onshore.Competitive compensation package(Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus).
Build a growing stream of recurrin...Show moreLast updated: 3 days ago
Promoted
Relationship Manager - Large Corporates - TALENTVIS SINGAPORE PTE. LTD.
TALENTVIS SINGAPORE PTE. LTD.D09 Cairnhill, Orchard, River Valley, SG
This role focuses on building and managing relationships with top-tier Singapore corporates, including GLCs, TLCs, and leading companies in sectors such as Technology, Media & Telecom (TMT), Po...Show moreLast updated: 11 days ago
GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.Islandwide, SG
Join our Priority Banking – Offshore team as a Relationship Manager and shape the financial future of our high-net-worth clients.
We offer more than just banking; we provide bespoke wealth solutions...Show moreLast updated: 5 days ago
Promoted
Relationship Manager(HNW)
STAR CAREER CONSULTING PTE. LTD.Islandwide, SG
Relationship Manager(Investment) Offshore / Onshore.Competitive compensation package(Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus).
Build a growing stream of recurrin...Show moreLast updated: 10 days ago
We are a family office for a local ship bunker in Singapore.We also have an investment arm that allows High Nett Worth individuals and institutions to investment into our Real Estate, Shipping and ...Show moreLast updated: 11 days ago
Promoted
Client Relationship Officer
RK RECRUITMENT PTE. LTD.Islandwide, SG
Sales Incentive Entitlement Gross up to $4K.Weekday 10am - 8pm, Weekend 10am - 5pm.Assisting and performing all incoming documentation check to ensure consistency and compliance to process.Adherenc...Show moreLast updated: 10 days ago
Job Title : Client Relationship Consultant (Investment).Client Relationship Consultant (Investment).Manage and make critical decisions on client’s investment portfolio, advice on matters relating to...Show moreLast updated: 7 days ago
Initiate Paperwork for Custody clients.Maintain records of such on-boarded clients, and do periodic review of their KYC docs.
Arrange for renewal documents- KYCs or any other relevant documents.Main...Show moreLast updated: 4 days ago
We are hiring a Mortgage Sales & Service Specialist on behalf of a bank sector client.In this role, you will play a critical part in supporting the growth of the mortgage loan portfolio by iden...Show moreLast updated: 20 days ago
GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.Islandwide, SG
Join our Priority Banking – Onshore team as a Relationship Manager and shape the financial future of our high-net-worth clients.
We offer more than just banking; we provide bespoke wealth solutions....Show moreLast updated: 5 days ago
We are hiring a Mortgage Sales & Service Specialist on behalf of a bank sector client.In this role, you will play a critical part in supporting the growth of the mortgage loan portfolio by iden...Show moreLast updated: 30+ days ago
Promoted
Relationship Manager(Insurance & Investment)
STAR CAREER CONSULTING PTE. LTD.Islandwide, SG
Relationship Manager(Investment) Offshore / Onshore.Competitive compensation package(Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus).
Build a growing stream of recurrin...Show moreLast updated: 4 days ago
Promoted
Relationship Manager(HNW) - STAR CAREER CONSULTING PTE. LTD.
STAR CAREER CONSULTING PTE. LTD.Islandwide, SG
Relationship Manager(Investment) Offshore / Onshore.Competitive compensation package(Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus).
Build a growing stream of recurrin...Show moreLast updated: 3 days ago
Job Title : Client Relationship Consultant (Investment).Client Relationship Consultant (Investment).Manage and make critical decisions on client’s investment portfolio, advice on matters relating to...Show moreLast updated: 7 days ago