Relationship Manager(HNW)

Company Overview The client offers a rewarding career in financial services, empowering clients to achieve their financial goals through expert investment and insurance guidance in a supportive, client-focused environment. Job Summary Join as a Relationship Manager (Investment) to acquire and manage client portfolios, propose tailored financial solutions, and build lasting client relationships that secure their financial future. Responsibilities • Acquire new clients using diverse prospecting strategies to expand the client base • Analyze and review prospective and existing client portfolios to identify financial needs • Develop and propose customized investment and insurance solutions aligned with client goals • Manage client relationships to enhance retention and satisfaction through proactive engagement • Respond promptly and professionally to client inquiries to maintain high service standards • Conduct regular portfolio reviews and service to support clients’ long-term financial security Required competencies and certifications • Diploma or Degree from a recognized institution in any field Preferred competencies and qualifications • Passion for making a positive impact in clients’ financial lives • Entrepreneurial mindset with creativity and problem-solving skills • Strong communication and interpersonal skills to engage clients effectively • Ability to work independently and collaboratively within a team Other Information Kelvin (Reg. No. R1872625) • STAR CAREER CONSULTING PTE LTD (EA License: 20C0353) • Please contact us or apply in confidence with your updated MS Word Resume to: kelvin@starcareerconsulting.com BENEFITS • Competitive compensation package (Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus) • Various incentive trips • Build a growing stream of recurring income • Professional development and mentorship to break barriers