Relationship Manager

ASPIRE ALLIANCE (PTE.) LTD; Singapore; On-site; SGD 40,000 - 70,000; Full time

Job summary

A leading financial services company in Singapore seeks motivated advisors to build investment portfolios and generate passive income for clients. With a structured training program and team-oriented culture, candidates will receive opportunities to advance their careers in a dynamic environment. This role offers a pathway to leadership with additional compensation for experienced advisors.

Qualifications

• At least 1 year of sales experience in financial services is advantageous.
• Professional qualifications in CMFAS RES 5, M8, M8A, M9, M9A & HI are preferred.
• Positive attitude and aptitude will be considered for new applicants.

Responsibilities

• Build your investment portfolio to generate passive income.
• Assist clients and their referrals.
• Train and guide newer members for potential AVP role.

Skills

Good communication skills

Initiative

Team player

Education

Diploma/Degree in Business, Banking & Finance, marketing or Sports related

Job description

WHY US?

• Able to offer a whole suite of products and services to clients which includes Property Advisory, Estate planning, Corporate Solutions, Insurance refinancing, Investment solutions

• Represents / partner with more than 15 insurers, 6 investment platforms, 4 law firms and 10 banks offering BONDS, ETFS, ELN, UTs, loans etc.

• Lead generation system- Most companies can generate leads but WE generate appointments. Appointments are directly added to your google calendar with voice recording attached.

• Here at Aspire Alliance, we work on a centralized system where each managers takes on a different role and manage other team members together. If you are stepping up as a manager, this structure will free up your time so that you can spend quality time with your family yet have a structured management system.
  

• With our dedicated CRM system to take care of the servicing and market updates for clients, you just need to focus on advising clients
  

• Our mobile app which we have started meant to value add our clients. This app provides clients with discounts and freebies from over 100 merchants listed on our website. This assists with referral generation and monthly leads gen as well.
  

• Our F and B, immigration office and fitness's centre tie up generate limitless appointments and provides a win- win- win situations for our partners
  

• Monthly Estate Planning Seminars to engage clients
  

• Monthly Networking sessions to engage advisors, their clients and friends to build a strong culture of work and play
  

• Training systems where we train and learn continuously to make our advisors produce to their best ability.

Responsibilities

• Build your investment portfolio so that you can generate passive income for yourself and your client

• Help your clients and their referrals

• Learning and passing on knowledge is a key virtue

• For experience RM/ Senior Advisor, you may be selected for an AVP role where you will focus on going joint appts with the newer members, training, guiding and passing them your skills and knowledge. Enjoy double the compensation by the company

What you need to have:

• A Diploma/Degree, preferably in Business, Banking & Finance, marketing or Sports related

• Limited slots, SG Preferred

• Applicants with at least 1 year of career track record of sales experience in financial services Industry will be an advantage

• Applicants who are new-to-financial industry who possess positive attitude and aptitude will be considered.

• Financial Advisory experience and accreditation in CMFAS RES 5, M8, M8A, M9, M9A & HI is an advantage.

• An initiator and team player.

• Good communication skills.

If you are up for the challenge and are looking for an environment of growth and opportunities, please direct a full resume, including your cover letter, present and expected salaries to the HR department via the APPLY now button

We regret that only shortlisted candidates will be notified as there are only 3 distinct positions available.