Junior Relationship Manager
1 month ago
Job Summary
The Junior Relationship Manager position is to acquire and develop relationship with clients to achieve individual and department sales re..
Job Summary
The Junior Relationship Manager position is to acquire and develop relationship with clients to achieve individual and department sales revenue target for the Singapore market.
Job Responsibilities
- Prospect and acquire new client relationships including attracting former clients back to the Company.
- Retain and develop existing client relationships to maximize clients’ investment with the Company; Remain informed about market trends, clients’ preferences, and new products.
- Assess risk tolerance, investment suitability and financial needs of each client and market appropriate products and services.
- Maintain close relationship with clients to ensure clients’ needs are met including administrative requirements to achieve high level of service quality standards and maximize client’s satisfaction.
- Keep abreast and be conversant of product offerings and market trends; provide clients with regular market updates and wealth management solutions.
- Ensures that product and sales materials are always updated and targeted for the applicable presentation, conference, or opportunity.
- Maintain up-to-date compliance, KYC and client profile on each client.
- Comply with MAS regulations including anti-money laundering regulations, countering the financing of terrorism requirements for all business dealings.
- Perform any other tasks as assigned.
Job Requirements
- Degree Holder or equivalent, preferably in Finance or any Business related disciplines.
- At least 2 years of client servicing experience in Financial Institution.
- Attention to detail and good follow up skills.
- Ability to converse in Mandarin to liaise with Chinese speaking clients.
- Highly driven with a strong sense of initiative, ability to multitask and is well organised.
- Outgoing disposition, well-equipped with good communication and interpersonal skills.
- Familiar with financial products and offerings.
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