Relationship Manager

Position Overview: We are seeking a dedicated and client-focused Relationship Manager to primarily support both roadshow events and branch-based services. This role is crucial in delivering outstanding customer service and deepening client engagement through face-to-face interactions. This role involves shift work, including weekends and public holidays, to meet client needs and optimize our event and branch schedules. Key Responsibilities: • Serve as the first point of contact for clients during roadshows and at the branch, providing professional, tailored financial advice and support. • Conduct client consultations to understand their financial goals and recommend appropriate products or services. • Support branch activities including client onboarding, product inquiries, and service requests. • Coordinate logistics and client engagement during weekend and public holiday roadshows. • Maintain accurate client records and ensure all regulatory requirements are met. • Actively contribute to team targets and business development efforts. • Assist in internal handovers, especially during shifts, to ensure continuity of service. Requirements: • Prior experience in a client-facing financial services or banking role. • Eligibility or interest in obtaining relevant regulatory licenses (e.g., for selling investment or insurance products). • Strong interpersonal and communication skills. • Flexibility to work on a shift basis, including weekends and public holidays.