Organise, follow-up leads, complete and record appointments, close customer requests.
Support our clients to meet their financial needs, as they progress through their career and life-stages.
Build relationships for the long-term and understand client's financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.
Keep abreast of market trends, new product offerings and the latest campaigns.
Qualifications:
Diploma or Degree in Finance, Business, or a related discipline.
Minimum 3 years of experience in Relationship Management within the Banking or Wealth Management sector.
Good understanding of Wealth Management products, services, and industry regulations.
Proven sales experience with a track record in managing affluent or high-net-worth clients.
Excellent communication, interpersonal, and relationship-building skills.
Ability to quickly learn and adapt to new financial products, platforms, and digital tools.
Self-motivated, resourceful, and results-driven with a high standard of personal integrity.
Comfortable working in a fast-paced, international, and team-oriented environment.
Agile mindset with the creativity and courage to challenge the norm and deliver client-focused outcomes.
Interested candidates may send in their resume and cover letter directly to gem.cabria@manpower.com.sg (R1434374), stating the position as the subject title in the email.