Relationship Consultant
6 months ago
**In your new role, the responsibilities will include**:
- To understand every client's financial needs and provide professional financial advisory to them including but not limited to protection, investment, and savings needs.
- Provide regular updates regarding new campaigns/products and conduct portfolio review with existing clients.
- Proactively develop and establish long term relationships with clients and provide good after-sales service to them.
- Establish new relationships through marketing activities and referrals.
**; Requirements**: - In return for your hardwork, you will be rewarded with:
- Basic salary with CPF contributions, annual leave, and employee benefits
- Attractive sales incentives
- Connecting you with the right prospects through our B2B2C business model which allows you to leverage and convert our existing network of partnerships.
- Structured training program
- Guidance and Mentorship
- Opportunity for fast-track career progression
- Fun and dynamic culture - Regular team bonding activities and incentive trips
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