Junior Relationship Manager

Full job description

Do you spend enough time with your family and friend? Thinking about work or office politics even after office hours? Here’s a chance for you to work in a healthy office environment and maintain a proper work life balance. We Intersoft focuses on grooming like-minded people who are actively focused and results driven who dream BIG. We cultivate a fun, engaging and dynamic team culture. We believe in nurturing and developing individual

Job Summary

Support client relationships by managing inquiries, conducting financial needs analysis, identifying sales opportunities, ensuring compliance, and maintaining accurate client records in a dynamic, supportive work environment.

Responsibilities

Job Description:

- Client Relationship Support: Act as the first point of contact for day-to-day client inquiries, ensuring prompt and professional responses. Coordinate meetings, follow-ups, and prepare client presentations
- Financial Needs Analysis: Conduct preliminary on clients’ financial goals, risk appetite, and investment preferences. Assist in preparing financial needs assessments and solutions under the guidance of senior managers.
- Sales & Business Development: Identify cross-selling opportunities through client interactions., Team in prospecting, lead generation, and pipeline management.
- Compliance & Risk Management: Ensure all client interactions and transactions are in line with company policies and regulatory requirements.
- Administrative & Reporting Duties: Maintain accurate and updated client records in CRM systems.

Requirements:
- Candidate must posses a Full-time Diploma / A-level in any field
- No work experience required, Training will be provider
- Positive, fun and friendly working environment

What You Can Expect:
- Rewarded with attractive Incentives
- Tailored Career Progression Plans
- Build a Purposeful, fulfilling & meaning Life
- Make a Difference in People’s lives"

Job Types: Full-time, Permanent, Fresh graduate

Required competencies and certifications

• Possess a full-time Diploma or Degree

Preferred competencies and qualifications

• No prior work experience required; training will be provided

Other Information

Benefits

• Employee discount
• Flexible schedule
• Health insurance
• Professional development opportunities
• Work from home option

Work Location

• Hybrid remote in Singapore 408600

Compensation

• Pay range: $2,000.00 - $5,000.00 per month

Job Types

• Full-time, Permanent, Fresh graduate

Other Information

N/A (No EA/recruiter details found)

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