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Client Relationship Manager/Advisor (Finance)
Job summary
A financial advisory firm in Singapore is seeking a motivated individual to provide sound financial advice and maintain strong customer relationships. The ideal candidate will have a minimum Diploma or Degree, excellent communication skills, and a passion for helping clients achieve their financial goals. Attractive salary and commissions are offered for performance-driven individuals. This role is pivotal for expanding the client base through proactive engagement and referrals.
Benefits
Qualifications
- Passionate about helping customers achieve financial competency.
- Ablity to manage relationships with High Net Worth or Business owners.
- Results-driven and motivated by performance-based rewards.
Responsibilities
- Provide sound financial advice to customers.
- Maintain relationships with existing and potential customers.
- Capitalize on sales opportunities through events and reviews.
- Proactively increase customer base using leads.
- Ensure sales conversion by leveraging referrals.
Skills
Education
Tools
Job Summary:
- Basic Salary: $3000 - $4300
- Location: Central/Island-wide
- Working hours: Subject to station in branch/centre/mobile
- Attractive commissions and benefits
Job Responsibilities:
- Provide sound financial advice through proper fact-finding and reviewing customers' financial goals.
- Maintain long-lasting relationships with both existing and potential customers.
- Capitalize on sales opportunities through customer events, financial reviews, and branch engagement activities.
- Increase our customer base by proactively acting on leads from our database and setting up appointments with potential customers.
- Ensure sales conversion by leveraging referrals from Branch Services colleagues.
Requirements:
- Minimum Diploma/Degree in any field.
- Passionate about helping customers achieve greater financial competency.
- Able to manage relationships with High Net Worth or Business owners.
- Results driven and motivated by performance-based rewards.
- Good communication, presentation and interpersonal skills.
- Strong team work with a positive customer and corporate focused attitude.
- Relevant CMFAS qualification : M5, M9 & 9A HI, BCP, PGI & CGI will be advantageous.
Applicants who possess relevant experience for the above responsibilities are most welcome to apply. If you do not possess the above experience, your application will still be considered on individual merits and you may be contacted for other opportunities.
Please submit your updated resume in MS Words format by using the APPLY NOW BUTTON.
By submitting your personal data and/or resume, you give consent to collection, use and disclosure of your personal data and/or resume by the company (or its agent) for the purpose of the processing and administration by the company relating to this job application.
https://www.mci.com.sg/wp-content/uploads/2025/09/MCI-Job-Applicant-Data-Protection-Notice.pdf
We regret to inform that only shortlisted candidates would be notified.
Foo Kai Jing (Fiona)
Registration Number: R2199329
EA License No: 06C2859 (MCI Career Services Pte Ltd)
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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