Relationship Manager - Singapore

Company Name:

Wealth Studio

Position Type:

Full-time

We are looking for dynamic, vibrant and result-oriented individuals to join our fast expanding training and seminar division. We are one of the most dynamic training outfits in the region. Exciting opportunities and fast advancement potential awaits the successful applicants.

We represent 11 Life Insurers, 26 General Insurance companies and distribute over 480 Unit Trusts. We also carry many other innovative financial products such as Bonds, Accounts, Hedge Funds. With our multi-product platform, you can provide products which meet the needs of your clients.

With your clients' interests in mind, you will assist them to achieve their financial goals and aspirations. You will also liaise with bankers, fund managers, investment specialists to propose the most suitable financial tool for your clients.

Financial Advisor/ Relationship manager

Relationship Manager

Responsibilities:

Relationship Manager/ Financial Advisor

• Serve clients and build good relationships with the client
• Provide financial advice and offering financial planning solutions to individual customer needs
• Follow up on existing portfolios of customers
• Manage updates and reviews with customers
• Business includes wealth management , hedge fund , insurance advise

Requirements:

• 4"O" level & above may be consider. Diploma, Advanced/Higher/Graduate Diploma, Bachelor's Degree, Post Graduate Diploma encouraged to apply.
• Applicants must be willing to work in Shenton Way.
• Having M5, M8,M9,H,GI is an advantage.
• Preferably Managers specializing in Public Relations/Communications, Banking/Financial services or equivalent.
• With or without experience welcome.

Job Requirements

* Degree/ Diploma/O levels

** Fully certified in CFMAS Modules 5, 9 and certification in Health Insurance (those without may be consider)

* Confident and independent individuals

* Excellent communication and interpersonal skills

* People-oriented

STRICTLY Singaporeans or Singapore PRs ONLY.

Interested candidates please send your detailed resumes (MS Word) with a recent photo and indicating the last drawn and expected salary. Shortlisted candidates will be notified via phone call or email.