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CWM

Relationship Manager

Early Applicant
  • 29 days ago
  • Be among the first 50 applicants

Job Description

As a Relationship Manager, you role will require:
  • Connecting with clients and placing clients interest first.
Delivering unparalleled quality in service
  • Presenting clients with a wide array of financial services and products.
  • What you'll do:

You will acquire, build and manage a relationship practice made of both new and existing clients, focusing on:
  • Client Acquisition and Retention
Asset Growth and Protection
  • Provision of client focused solutions which includes Investment and Insurance
  • Typical daily activities include:
Proactively participate in business development/client acquisition activities.
  • Reviewing prospect/client portfolios.
Propose needs-based solutions to prospects/ clients.
  • Attending and responding to customer queries professionally (in person and via phone)
  • What you need to have:
A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
  • Applicants with at least 2 years of progressive career track record of sales experience in financial services Industry will be considered for Relationship Manager position.
Applicants who are new-to-financial industry who possess positive attitude and aptitude will be considered.
  • Financial Advisory experience and accreditation in CMFAS M5, M6, M8, M9 & HI is an advantage.
An initiator and team player.
  • Good communication skills.

If you are up for the challenge and are looking for an environment of growth and opportunities, please direct a full resume to us.

We regret that only shortlisted candidates will be notified.

Job Types: Full-time, Part-time, Permanent, Internship, Fresh graduate

Pay: $2,
  • 00 - $10,000.00 per month

    Benefits:
  • Flexible schedule
Work from home
Schedule:
  • Monday to Friday
Weekend availability

Work Location: Hybrid remote in Singapore 398007

More Info

Industry:Other

Function:finance

Job Type:Permanent Job

Date Posted: 25/10/2024

Job ID: 97840531

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About Company

CWM
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