Client Relationship Advisers/Managers

Responsibilities

• To develop partnership agreements with external partners to develop new channels of distribution.
• To engage individuals to be distributors of the company investment products by joining the client's Associate Program.
• Responsible to maintain long-term relationships with the referrals and clients. Act as the main point of contact for addressing inquiries and resolving issues. 
• Conduct regular meetings with clients to keep up-to-date on their investments, and to adjust existing solutions when the need arises.
• The candidate must connect with their own network of accredited investors for the investment of our products.
• Communicate with clients to identify their business challenges and expectations.
• Required to travel overseas to meet clients, attend events, and support business development efforts.

Requirements

• Bachelor's degree in Finance, Economics or related field
• Candidate must already have a pool of accredited investor
• 1-3 years experience in investment management, financial planning, portfolio management or related fields
• Proven record of effectively guiding clients through investment processes while managing expectations will be preferred
• Excellent communication skills
• Strong knowledge of the financial market trends, investment products and strategies

All Successful candidates can expect a very competitive remuneration package and a comprehensive range of benefits.

Kindly email your resume in a detailed Word format to [email protected]

We regret that only shortlisted candidates will be notified

People Profilers Pte Ltd

Tel: 6950 9754

EA Registration Number: R22110899

EA License number: 02C4944

EA Personnel: Celeste Wong Xin Yann

People Profilers Pte Ltd (PP) is in partnership with Employment and Employability Institute Pte Ltd (e2i) to extend the support of hiring beyond e2is resources to broaden the reach of jobseekers.

e2i is the empowering network for workers and employers seeking employment and employability solutions, connecting with workers to offer job security through job-matching, career guidance and skills upgrading services. e2i is a tripartite initiative of the National Trades Union Congress set up to support nation-wide manpower and skills upgrading initiatives.

By applying for this role, you consent to PPs PDPA and e2is PDPA e2i.com.sg/pdpa