Relationship Manager - Toa Payoh
Summit Planners Toa Payoh Full-time
About the role
As a Relationship Manager at Summit Planners Exchange – Calvin Lek Unit, you will be responsible for building and maintaining strong relationships with your valued clients. In this full-time position, you will leverage your expertise in financial planning to provide personalised services and solutions that help our clients achieve their financial goals.
What you'll be doing- Proactively engage with clients to understand their unique financial needs and objectives
- Develop and implement tailored financial plans that address clients' short and long-term goals
- Monitor and review client portfolios regularly, making adjustments as needed
- Provide exceptional customer service and serve as the primary point of contact for all client inquiries
- Identify new business opportunities and actively participate in the company's growth and development
- Minimum 3 years of experience in a similar financial planning or relationship management/client facing role
- Proven track record of building and maintaining strong client relationships
- Strong communication and interpersonal skills, with the ability to explain complex financial concepts in a clear and concise manner
- Excellent problem-solving and decision-making skills
- Commitment to staying up-to-date with industry regulations and best practices
- Competitive commission and bonus on top of overseas trips incentives
- Opportunities for professional development and career advancement
- Collaborative and supportive work environment
- Work-life balance initiatives, such as flexible scheduling and remote work options
About us
Summit Planners Pte Ltd – Calvin Lek is a leading financial services firm dedicated to helping our clients achieve their financial goals. With a team of experienced professionals and a client-centric approach, we strive to provide personalised solutions that address our clients' unique needs.Join us and be a part of our continued growth and success.
Apply now to speak to us!
Bank of SingaporeToa Payoh
Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking clients.
Responsbilities:
• Provide administrative and client service support...
PERSOLKELLY SINGAPORE PTE. LTD.Toa Payoh
Job Description
The key responsibilities and deliverables of a Relationship Manager, Corporate Banking are as below:
• Reaching out to prospective customers in MNC segment, Private Equity, Venture Capital, Funds, FDI/ FPI segment which have...
Singapore River, 5 km from Toa Payoh
This role is part of the Commercial Banking team at a leading local bank, which is looking to expand its relationship manager portfolio, with a focus on the F&B segment. (middle - large SME focus)
This position is ideal for individuals currently...