Relationship Manager, Bd - Singapore - Zest Life Singapore

Zest Life Singapore

Verified Company

Singapore

1 week ago

Posted by:

Wei Jie

beBee Recruiter

Description

As a RM / BDM in this team, you will build and maintain relationships with clients by delivering customized financial advice and portfolio management guidance.

In this role you will:

Identify client needs and work with internal partners to determine a solution. Partner with the business development team in business development and sales processes.
Maintain client records and ensure compliance with their methodology and investment guidelines.
Support the analysis of client investment risk tolerance, discuss appropriate savings or spending strategies, and provide additional financial planning solutions.
Conduct periodic reviews of portfolios and creates reports that address ongoing client advisory needs.
Implement wealth building strategies based the company's investment philosophy and client goals.
Develop an understanding of client financial situations.
Develop general knowledge of funds, products, and services to help educate clients. Maintain general understanding of financial planning, capital markets, and the Financial Services industry.

What is required:

Bachelor's Degree / Diploma
Preferably 3 years of work experience in banking / financial / investment advisory
Experience in top tier firm with exposure in capital market is desirable.
Handson experience creating financial models, including forecasting, reporting and analytics is required.
High proficiency in Microsoft Excel, Word, and PowerPoint.
Sound business judgment and decisionmaking abilities.
Selfdriven individual with ability and willingness to work in an unsupervised and unstructured environment. Ability to manage multiple assignments simultaneously, flexibility and ability to work under pressure with tight deadlines and constant interruptions. Ability to adjust priorities in a rapidly changing environment is critical.
Must have a strong grip over written English language as medium of expression.

Salary:
High Commission, Monthly and quarterly bonus with competitive monthly incentive scheme.

Job Types:
Full-time, Permanent, Contract

Salary:
$6, $10,000.00 per month

Benefits: