AVP Relationship Manager

Roles & Responsibilities

As a salaried Financial Services Manager work with individuals, families and businesses to help clients better understand their financial circumstances and how to reach their short term and long term financial objectives.

Responsibilities

• Acquire, develop and maintain a portfolio of clients while adopting a needs-based advisory approach to identify all clients’ financial needs and priorities.
• Analyse clients’ financial status by meeting with them to determine their assets, liabilities, cash flow, insurance coverage, tax status and financial objectives, developing financial plan based on the analysis of financial and personal information, and discussions around financial options with clients.
• Develop & implement financial plans for individuals, utilising knowledge of investment strategies, insurance & retirement planning.
• Prepare and submit documents to implement all plan(s) recommended and selected by clients.
• Maintain contact with client to revise plans based on changing needs or relevant changes in investment market conditions.
• Maintain and grow knowledge to be current with market trends and the evolving regulatory landscape by attending training courses internally/externally while fulfilling the prescribed CPD hours.
• Maintain high commitment to compliance with internal company policies and MAS requirements.

Key Skills

• Results focused, good time management
• Ability to provide outstanding client service
• Excellent prospecting and business development skills.
• Drive to achieve goals and sales targets
• Professionalism in dealing with various types of clients

Qualifications required

• Minimum of A-Level Certificate (preferably Degree educated).
• Capital Markets and Financial Advisory Services (CMFAS)
• Examination – M5, M8, M8A, M9, M9A and Health Insurance is required.
• Any other relevant financial planning courses will be considered as an advantage.
• Excellent communication and strong interpersonal skills.
• English as a first language is preferred with a minimum requirement.
• Confidence and quick thinking when communicating with potential clients.