Relationship Manager - Singapore - Summit Planners - Xchange

Description

• Acquiring and managing relationships with prospective clients to achieve sales targets and business objectives.
• Developing strong internal relationships to optimize service delivery and ensure all practices are in line with internal guidelines and statutory requirements.
• Partnering with the portfolio specialists to provide timely and relevant investment advisory services to clients.
• Analyzing clients' risk appetite, investment preferences and return expectations and proposing investment solutions accordingly.
• Analyzing investment portfolios to determine asset reallocation opportunities.
• Developing, reviewing, and making recommendations for changes in investment policies based on market conditions.
• Complying with internal guidelines and regulatory requirements.
• Developing and managing a portfolio of Key Accounts.
• Achieving monthly sales targets by identifying and developing new customers.
• Ensuring high levels of customer satisfaction as well as upsell and cross sell potential within existing customers to maximise share of wallet.
• Coordinating presales and postsales follow up.
• Achieving and exceeding weekly and monthly KPIs.

• You have at least 1 year experience within an Investment Advisor, Sales/Relationship Manager or Sales (B2C) role, ideally within the Consulting, Insurance and Retail Banking industry.
• You are a strong networker & relationship builder
• You are highly goal driven and work well in fast paced environments
• You are a selfstarter and demonstrate a high level of resilience

• Flexible schedule
• Professional development

• Flexible hours

• Commission pay
• Performance bonus
• Signing bonus

• Local Polytechnic Diploma (required)