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Client Relationship Manager


SYNC MORTGAGE PTE. LTD.
20 hours ago
Posted date
20 hours ago
N/A
Minimum level
N/A
Full-timeEmployment type
Full-time
Roles and Responsibilities:
  • Develop individualized financial advice based on clients' financial and protection needs.
  • Help clients with financial planning in aspects such as retirement, education and investments.
  • Provide clients with recommendations on wealth accumulation in accordance to their goals.
  • Build long-term and trusted relationships with clients.
  • Keep up to date with market development, investment products and other areas that can affect the market.

What We Offer:
  • One-on-one comprehensive training, along with professional guidance and mentorship, will be provided to help you build your knowledge and strengthen your soft skills.
  • Monthly allowance + attractive commission.
  • Flexible working hours & overseas incentive trips.

Eligibility:
  • Minimum Diploma Holder (Polytechnic in Singapore) / Master's Degree / Bachelor
  • Excellent Communication, presentation and good interpersonal skills.
  • Self-motivated, committed and determination to succeed.
  • No work experience required.
  • ONLY Singaporeans and Singapore Permanant Residents need to apply.

Technical Skills and Competencies You Will Learn:
  • Insurance and Financial Planning Fundamentals
  • Certifications in CMFAS
  • Communication and Networking Skills
  • Sales and Marketing Skills
  • Client Relationship Management
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JOB SUMMARY
Client Relationship Manager
SYNC MORTGAGE PTE. LTD.
Singapore
20 hours ago
N/A
Full-time

Client Relationship Manager