Client Relationship Executive
5 days ago
We are seeking a skilled Relationship Manager to join our team. As a key member of our client-facing team, you will be responsible for acquiring preferred HNI & UHNI clients and ensuring their healthy equity balances.
Key Responsibilities:
- Responsible for acquiring new clients through strategic sales plans and channel partnerships.
- Conduct risk profiling of mapped clients for better advisory on investment and trading requirements.
- Liaise with other members of client-facing teams to ensure a high standard of client services.
- Proactive attitude of growing the client base through existing client network via referral.
Requirements:
- Over 5 years of sales experience in the financial industry
- Excellent knowledge of financial markets
- CISI and SCA Certification is desirable but not mandatory
What We Offer:
- Competitive salary and benefits package
- Ongoing training and development opportunities
- A dynamic and inclusive work environment
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Client Relationship Executive
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Client Relationship Executive
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