Relationship Manager(HNW)

Company Overview

The client offers a rewarding career in financial services, empowering clients to achieve their financial goals through expert investment and insurance guidance in a supportive, client-focused environment.

Job Summary

Join as a Relationship Manager (Investment) to acquire and manage client portfolios, propose tailored financial solutions, and build lasting client relationships that secure their financial future.

Responsibilities

• Acquire new clients using diverse prospecting strategies to expand the client base
• Analyze and review prospective and existing client portfolios to identify financial needs
• Develop and propose customized investment and insurance solutions aligned with client goals
• Manage client relationships to enhance retention and satisfaction through proactive engagement
• Respond promptly and professionally to client inquiries to maintain high service standards
• Conduct regular portfolio reviews and service to support clients’ long-term financial security

Required competencies and certifications

• Diploma or Degree from a recognized institution in any field

Preferred competencies and qualifications

• Passion for making a positive impact in clients’ financial lives
• Entrepreneurial mindset with creativity and problem-solving skills
• Strong communication and interpersonal skills to engage clients effectively
• Ability to work independently and collaboratively within a team

Other Information

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: [email protected]

BENEFITS

• Competitive compensation package (Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus)
• Various incentive trips
• Build a growing stream of recurring income
• Professional development and mentorship to break barriers