Client Relationship Advisers/Managers
- Singapore
- Permanent
- Full-time
- 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.
- 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