Estate Planner

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

Job summary

A financial services firm in Singapore is seeking a Relationship Manager, Management Trainee, or Business Development Executive. You will manage and consolidate client portfolios, acquire new clients, and provide tailored financial advice. The successful candidate will benefit from a structured training program and a fast-tracked path to management within a year. Competitive remuneration based on experience will be discussed during the interview.

Qualifications

• Ability to manage and consolidate existing clients' portfolios.
• Experience in acquiring new clients through various activities.
• Proficient in providing financial advice and customized solutions.

Responsibilities

• Provide financial advice and customized solutions to clients.
• Manage existing clients' portfolios and acquire new clients.
• Maintain long term relationships with individual and corporate clients.

Skills

Client management

Financial advisory

Communication skills

Teamwork

Fast learner

Job description

We are looking for candidates to join us as a Relationship Manager, Management Trainee or Business Development Executive and would like to invite you for a discussion at our office where we will share with you the growth and development of this career.

Our successful candidate should also possess qualities such as:

• Managing and consolidating existing clients' portfolios
• Acquire new clients through various activities, with leads provided on monthly basis.
• Provide financial advice and customized solutions to individuals and companies
• Maintain long term relationship with individual and corporate clients
• Good after-sales service
• Team-player, fast learner and able to articulate
• Structured training program
• Path to management within 1 year

The remuneration package will be based on your working experience which we will discuss during our meet-up.