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Relationship Manager, Premier Clients

Kingfisher Recruitment Singapore
Singapore, Singapore
S$6k - S$12k
Closing date
Jul 1, 2023

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Company Overview:

With operations in Singapore, Malaysia and China, our client is a leading global investment company that brings ease and convenience to investors by utilizing technology and intelligent solutions to provide a holistic platform that fulfils their investment needs.

Your Future Role:
  • Primarily serve and grow the client's Premier Clients segment (acquired from your own network and company-assigned leads).
  • Work with Investment Advisor(s) and the Client Services Team to provide clients with a holistic investment journey.
  • Conduct consultative Needs Analysis and Risk Profiling with clients to meet their financial needs/objectives.
  • Develop and deepen client relationships by providing frequent market updates, portfolio reviews and trend analysis on local and international financial products.
  • To participate in marketing and promotional activities for the acquisition of high net worth customers
  • Achieve individual sales revenue targets, manage anti-attrition and retention of clients while increasing the portfolio's profitability through cross-selling and referral development.

Key Requirements:
  • 3+ years of stellar track record in sales and relationship management within the financial industry
  • Exceptional communication skills
  • Preferably having an established network of clients
  • Accreditation in CMFAS 1A, 5, 6 and 6A is not a prerequisite but is preferred

What's in it for you:
  • The chance to be part of a pioneering team and company that is on a rapid growth trajectory in the region
  • Exposure to all facets of the business as you work alongside senior management
  • A diverse portfolio of products.

EA Reg. No.: R1880183 | EA Licence: 17C8713

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