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Relationship Manager

Open 18d reposted 3×

We are seeking motivated and client-focused individuals to join our growing team as Relationship Managers.

This role is ideal for candidates who enjoy building meaningful client relationships, providing tailored solutions, and developing a rewarding career within the financial services industry.

Fresh graduates and mid-career switchers are welcome to apply. Comprehensive training and mentorship will be provided.

JD

Build and maintain strong relationships with new and existing clients

Understand clients' financial goals and needs through regular consultations

Provide suitable financial and wealth planning solutions

Conduct client reviews and follow-ups to ensure quality service

Develop and expand a personal client portfolio

Stay updated on market trends and financial products

Participate in networking and business development activities

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