Designation: Junior Relationship Manager
Location: Singapore
Experience: 0 - 5 yrs of experience
Kristal.AI is looking for a self-driven, motivated & passionate Relationship Manager for our team.
Responsibilities:
- Primarily responsible for servicing existing client relationships as well as onboarding new clients.
- Scheduling calls, conducting portfolio reviews, product investment details to ensure clients are satisfied with their portfolio performance.
- Over time, you will also be expected to grow and manage client portfolios - You will have client NPS score targets and other KPIs set by the Team Head.
- You will need to collaborate with key personnel in other teams for effective servicing of clients.
Requirements:
- 0 - 5 yrs of experience in Wealth Management or Financial services in a relevant role.
- Strong interpersonal skills and an ability to build rapport with customers.
- Digital first thinking / ability to adapt to new technologies.
