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    Relationship Manager - Singapore - IHARVEST WEALTH MANAGEMENT PTE. LTD.

    IHARVEST WEALTH MANAGEMENT PTE. LTD.
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    Description
    Roles & Responsibilities

    About us:

    iHarvest Wealth Management ("iHarvest") is a licensed financial advisory firm specialising in a wide range of financial solutions for both individual and corporate clients.

    We are dedicated to forge a lifelong partnership with our clients and help to build the better life that they desire. From wealth management to lifestyle events, iHarvest will bring value to our clients from different aspects and an experience that is personalised and exclusive.

    Responsibilities:

    • Attending to customers and provide financial advice.
    • Plan out and manage investment policies to achieve clients' financial goals.
    • Maintain and develop long-lasting relationships with both existing and potential customers.
    • Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities.
    • Increase client base by proactively reaching out to leads from database and setting up appointments with potential clients.

    Requirements:

    • Bachelor's degree from a recognized university or a diploma from a local polytechnic. Fresh graduates are welcome.
    • Strong understanding of the financial markets
    • Passion for excellence and learning
    • Self-starter and driven.
    • People-oriented with good interpersonal and strong listening skill
    Tell employers what skills you have

    Wealth Management
    Referrals
    Lifestyle
    Relationship Management
    Wealth
    Loans
    Private Banking
    Trend Analysis
    Compliance
    Deposits
    Financial Analysis
    Communication Skills
    Banking
    Financial Advisory
    Team Player
    Financial Services


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