Client Relationship Officer/Manager

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

Job summary

A financial services company in Singapore is seeking a motivated individual to provide tailored financial solutions and build strong client relationships. The ideal candidate should have a local Polytechnic Diploma or equivalent and experience in client service. Strong communication skills and a goal-oriented mindset are essential. This role emphasizes client acquisition and industry trend awareness.

Qualifications

• At least 21 years old.
• Experience in client or customer service.
• Strong communication skills.

Responsibilities

• Understand clients' financial situations and craft customized solutions.
• Advise on Wealth Protection, Investment Planning, and more.
• Build and maintain strong client relationships.

Skills

Client Relationship Management

Financial Advisory

Communication

Client Acquisition

Education

Local Polytechnic Diploma or Bachelor's Degree

Job description

Your Role

• Understand clients financial situations and craft customized solutions that meet their goals.
• Advise on key financial areas: Wealth Protection, Investment Planning, Estate Planning, and Retirement Planning.
• Build and maintain strong client relationships.
• Stay ahead of industry trends to ensure the best outcomes for your clients.
• Client acquisition

Who We’re Looking For

• 21 years old and above
• Some experience in client or customer service.
• Equipped with a Local Polytechnic Diploma or equivalent or any Bachelor's Degree.
• A natural at communicating and connecting with others.
• Self-motivated, goal-oriented, and performance driven