Client Relationship Manager

SYNC MORTGAGE PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

SYNC MORTGAGE PTE. LTD. is seeking candidates for a financial advisor position that offers one-on-one training and mentorship. The role involves addressing clients' financial needs, providing planning advice, and fostering long-term relationships in a supportive environment. Ideal for motivated individuals looking to grow their skills in finance without any prior experience.

Benefits

Monthly allowance + attractive commission

Flexible working hours

Overseas incentive trips

Qualifications

• Minimum Diploma Holder (Polytechnic in Singapore) / Master’s Degree / Bachelor.
• Excellent communication, presentation, and good interpersonal skills.
• Self-motivated, committed, and determined to succeed.

Responsibilities

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

Skills

Communication

Presentation

Interpersonal Skills

Education

Diploma from Polytechnic in Singapore

Bachelor's Degree

Master’s Degree

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