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