Client Relationship Manager (Investment)

SUMMIT PLANNERS CRUSADERS PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services company in Singapore is seeking a Client Relationship Manager to develop and manage client investment portfolios while providing financial advice. The role offers a flexible work schedule, competitive compensation, and significant training opportunities. Ideal candidates should possess local diploma or degree, good interpersonal skills, and a self-motivated attitude. Entry-level candidates are welcome, and attractive bonuses and career advancement based on performance are offered.

Benefits

Highest remuneration

Flexible working hours

Competitive compensation package

Attractive bonuses and incentive trips

Multifaceted training program

Family-oriented working culture

Strong support and guidance

Qualifications

• Minimum education of Diploma from Local (Singapore) Polytechnics or recognized Degree.
• Self-motivated, disciplined, and result-oriented.
• Good interpersonal and communication skills.

Responsibilities

• Chart out investment objectives for clients using their CPF and Cash portfolios.
• Develop and implement business plans and marketing strategies.
• Source and develop a network of high-net-worth clients.
• Conduct Financial Needs Analysis and recommend solutions.
• Maintain long-term customer relationships by servicing portfolios.

Skills

Interpersonal skills

Communication skills

Self-motivated

Result-oriented

Knowledge in business finance

Education

Diploma from Local Polytechnics or Recognized Degree

Job description

Job Title: Client Relationship Manager (Investment)

The role as a Client Relationship Manager (Investment) will be to develop good relations with clients and learn to expand your network with them on various financial matters. Manage and make critical decisions on client’s investment portfolio, advice on matters relating to asset management - mortgage financing etc.
Understand and balance risk vs rewards across different financial instruments (from bonds to derivatives like options/futures etc)

Job Highlights:

• Highest Remuneration
• Flexible working hours. Have the freedom to plan your own work schedule.
• We offer a competitive compensation package with attractive bonuses and incentive trips.
• A multifaceted training program (including investments, neuro-linguistic programming, leadership, etc.) will be provided for career progression.
• Opportunity for advancement in your career solely based on your performance
• Allowance scheme and performance bonus to jump-start your career
• Family-oriented working culture
• Strong support and guidance

Job Responsibilities:

• Learn and chart out investment objectives for clients using their CPF and Cash portfolios.
• Develop and implement business plans and marketing strategies to achieve the business target
• Source and develop a network of high-net-worth clients
• Conduct Financial Needs Analysis and recommend appropriate solutions
• Provide recommendation to help clients meet their financial goals and needs
• Conduct fact find, customer needs analysis and provide financial solutions to clients and close finance deals.
• Service and review financial portfolios in maintaining a long-term customer relationship

About You

• Minimum Education of Diploma from Local (Singapore) Polytechnics only or Recognized Degree in any field or equivalent
• Self‑motivated, disciplined and result orientated
• Good interpersonal skills and communication skills to relate with different people
• An interest or knowledge in business finance/management will be an added advantage
• A positive attitude and willingness to learn
• Entry level candidates without prior experience are welcome (Training and coaching Will be provided for all selected candidates)

Monthly Remuneration:

$5000 to $15000