Snaphunt Pte Ltd

Relationship Manager (Private Wealth)

Snaphunt Pte Ltd| Date Posted: 9-Jul-2020
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Job Nature:
Permanent
Position Level:
Entry Level, Experienced
Qualification:
'N' Levels / 'O' Levels, Diploma, Bachelor's / Honours

Job Description

The Offer

 

  • Work in a leading independent financial advisory
  • A role that offers a breadth of learning opportunities
  • Strong opportunities to accelerate your career

The Employer

Our client is a leading pioneer in independent financial advisory in Singapore. They cover multiple platforms and have an open service model that allows their clients to have a clear visibility of their portfolio and investment choices. They aim to redefine traditional financial planning by empowering their advisors with new-age technologies to deliver well-time market advice.

 

The Job

 

You will be responsible for:

  • Researching potential markets, developing client referral sources, and initiating contact with prospects to promote and sell our products and services
  • Selling Segregated Managed Accounts for Accredited Investors or clients who do not need private banking
  • Promoting Independent Asset Management and Actively Managed Certificates
  • Maintaining and developing relationships with assigned clients
  • Providing bespoke Portfolio Management, including incorporating VUL solutions through internal collaboration
  • Ensuring effective communications and timely support to clients
  • Internal referrals for Insurance products/Solutions – you are very much in control of the relationships of your clients compared to referring to external parties

The Profile

 

  • You have experience in Wealth Management in Singapore and must have ready HNW or A.I. clients.
  • You have excellent interpersonal as well as written and verbal communication skills
  • You have strong organisational skills and excellent time management
  • You pay strong attention to details and thrive in changing environments
  • You are a self-starter and deliver work of high standard
  • You are a strong relationship builder and networker.

Ref :78750911

Company Overview
Snaphunt Pte Ltd