Relationship Manager(Hnw)

Company Overview The client offers a rewarding career in financial services, empowering clients to achieve their financial goals through expert investment and insurance guidance in a supportive, client-focused environment. Job Summary Join as a Relationship Manager (Investment) to acquire and manage client portfolios, propose tailored financial solutions, and build lasting client relationships that secure their financial future. Responsibilities Acquire new clients using diverse prospecting strategies to expand the client base Analyze and review prospective and existing client portfolios to identify financial needs Develop and propose customized investment and insurance solutions aligned with client goals Manage client relationships to enhance retention and satisfaction through proactive engagement Respond promptly and professionally to client inquiries to maintain high service standards Conduct regular portfolio reviews and service to support clients’ long-term financial security Required competencies and certifications Diploma or Degree from a recognized institution in any field Preferred competencies and qualifications Passion for making a positive impact in clients’ financial lives Entrepreneurial mindset with creativity and problem-solving skills Strong communication and interpersonal skills to engage clients effectively Ability to work independently and collaboratively within a team Other Information Kelvin (Reg. No. R1872625) STAR CAREER CONSULTING PTE LTD (EA License: 20C0353) Please contact us or apply in confidence with your updated MS Word Resume to: kelvin@starcareerconsulting.com BENEFITS Competitive compensation package (Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus) Various incentive trips Build a growing stream of recurring income Professional development and mentorship to break barriers