Snaphunt Pte Ltd – Relationship Manager

Company
Snaphunt Pte Ltd
snaphunt.com
Designation
Relationship Manager
Date Listed
25 Apr 2023
Job Type
Entry Level / Junior Executive
Full/Perm
Job Period
Immediate Start, Permanent
Profession
Banking / Finance
Industry
Finance
Location Name
Singapore
Allowance / Remuneration
$2,500 - 5,000 monthly
Company Profile

Inspired by a mission to help young adults thrive in their financial journeys, our client is a talented team of financial services consultants coming together and bringing to the table knowledge and experience from diverse industries and backgrounds.

They believe that as extraordinary individuals, they can and will be able to offer in-depth advice and well-rounded solutions for their clients.

Job Description
  • Attractive Salary & Benefits
  • Flexible working options
  • Leadership Role

The Job

Your responsibilities will include:

  • 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 re-allocation 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 pre-sales and post-sales follow up.
  • Achieving and exceeding weekly and monthly KPIs.

Ideal Candidate

Skills Required:

  • 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 self-starter and demonstrate a high level of resilience.

Ref: Q9ND9APPSG

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