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Jobs in Singapore   »   Jobs in Singapore   »   Relationship Manager (Wealth Planning)
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Relationship Manager (Wealth Planning)

Invictus Advisory Pte. Ltd.

Roles & Responsibilities

Job description:

  1. Client acquisition through various prospecting strategies.
  2. Review prospective/existing client portfolio.
  3. Propose solutions and planning for client investment and insurance needs.
  4. Client management and retention.
  5. Attend and respond to customer queries professionally.
  6. Service and review financial portfolios in maintaining a long-term customer relationship.

Learning

We offer customized learning tracks according to individual development within the group, that offer structured & diverse learning modules.

Comprehensive on the job training will be provided continuously for professional development and career advancement in the financial services.

These programs are specifically designed to equip you with in-depth business knowledge, technical skills, and interpersonal skills.

You will be required to attend a number of compulsory programs; including a comprehensive business induction and other regional development program.


Who thrives here?/ Requirements

  • Diploma or Degree from a recognized institution in any field
  • Passionate to make a difference
  • Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind
  • Outspoken with excellent communication & interpersonal skills
  • Equally motivated by working independently as well as collaborating in a team

Are you ready? Click Apply now!


Shortlisted Candidates will go through 3 rounds of Interview

✱   This job post has expired   ✱

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