Relationship Manager(HNW)

STAR CAREER CONSULTING PTE. LTD.; Singapore; On-site; SGD 80,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation package

Incentive trips

Recurring income

Professional mentorship

Job summary

STAR CAREER CONSULTING PTE. LTD. is seeking a Relationship Manager (Investment) to acquire and manage client portfolios, propose tailored financial solutions, and build lasting client relationships that secure clients’ financial futures.

The role focuses on expanding the client base, reviewing portfolios, and delivering proactive service to meet diverse investment and insurance needs in a client-centric environment.

Qualifications

• Diploma or Degree from a recognized institution in any field.

Responsibilities

• Acquire new clients using diverse prospecting strategies to expand the client base.
• Analyze and review prospective and existing client portfolios to identify financial needs.
• Develop and propose customized investment and insurance solutions aligned with client goals.
• Manage client relationships to enhance retention and satisfaction through proactive engagement.
• Respond promptly and professionally to client inquiries to maintain high service standards.
• Conduct regular portfolio reviews and service to support clients’ long-term financial security.

Skills

Strong communication

Interpersonal skills

Entrepreneurial mindset

Problem solving

Teamwork

Education

Diploma or Degree in any field

Job description

Company Overview

The client offers a rewarding career in financial services, empowering clients to achieve their financial goals through expert investment and insurance guidance in a supportive, client-focused environment.

Job Summary

Join as a Relationship Manager (Investment) to acquire and manage client portfolios, propose tailored financial solutions, and build lasting client relationships that secure their financial future.

Responsibilities

• Acquire new clients using diverse prospecting strategies to expand the client base
• Analyze and review prospective and existing client portfolios to identify financial needs
• Develop and propose customized investment and insurance solutions aligned with client goals
• Manage client relationships to enhance retention and satisfaction through proactive engagement
• Respond promptly and professionally to client inquiries to maintain high service standards
• Conduct regular portfolio reviews and service to support clients’ long-term financial security

Required competencies and certifications

• Diploma or Degree from a recognized institution in any field

Preferred competencies and qualifications

• Passion for making a positive impact in clients’ financial lives
• Entrepreneurial mindset with creativity and problem-solving skills
• Strong communication and interpersonal skills to engage clients effectively
• Ability to work independently and collaboratively within a team

BENEFITS

• Competitive compensation package (Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus)
• Various incentive trips
• Build a growing stream of recurring income
• Professional development and mentorship to break barriers