Client Relationship Manager

Borr Drilling; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in Singapore offers a role to deliver personalized financial advice to clients while providing comprehensive training and mentorship. The position not only focuses on developing essential skills in finance and client relationships but also emphasizes a supportive work environment with flexibility and incentives for high performance.

Benefits

One-on-one comprehensive training

Mentorship from experienced professionals

Monthly allowance plus attractive commission

Flexible working hours

Overseas incentive trips

Qualifications

• Minimum Diploma Holder / Bachelor's or Master's degree preferred.
• Excellent communication and presentation skills.
• No prior work experience required.

Responsibilities

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

Skills

Communication

Interpersonal Skills

Self-motivated

Presentation

Determination to Succeed

Education

Diploma Holder (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