Client Relationship Manager

Private Advertiser; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A leading financial advisory firm in Singapore seeks motivated individuals to provide personalized financial advice. This role offers comprehensive training, flexible hours, and the opportunity to build lasting client relationships. Ideal for those looking to start a career in financial planning.

Benefits

One-on-one comprehensive training

Monthly allowance + attractive commission

Flexible working hours

Overseas incentive trips

Qualifications

• Minimum Diploma Holder or higher.
• No work experience required.

Responsibilities

• Develop individualized financial advice based on clients’ needs.
• Help clients with financial planning for retirement and investments.
• Build long-term relationships with clients.

Skills

Communication

Presentation

Interpersonal Skills

Self-motivated

Education

Diploma

Bachelor

Master’s Degree

Job description

Job description

Roles and Responsibilities:

• Develop individualized financial advice based on clients’ financial and protection needs.

• Help clients with financial planning in aspects such as retirement, education and investments.

• Provide clients with recommendations on wealth accumulation in accordance to their goals.

• Build long-term and trusted relationships with clients.

• Keep up to date with market development, investment products and other areas that can affect the market.

What We Offer:

• One-on-one comprehensive training, along with professional guidance and mentorship, will be provided to help you build your knowledge and strengthen your soft skills.

• Monthly allowance + attractive commission.

• Flexible working hours & overseas incentive trips.

Eligibility:

• Minimum Diploma Holder (Polytechnic in Singapore) / Master’s Degree / Bachelor

• Excellent Communication, presentation and good interpersonal skills.

• Self-motivated, committed and determination to succeed.

• No work experience required.

• ONLY Singaporeans and Singapore Permanant Residents need to apply.

Technical Skills and Competencies You Will Learn:

• Insurance and Financial Planning Fundamentals

• Certifications in CMFAS

• Communication and Networking Skills

• Sales and Marketing Skills

• Client Relationship Management