Investments Relationship Manager
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This job is an Investments Relationship Manager. You will identify business opportunities, build relationships with clients, educate them on investment products, provide consultations, generate leads, and assist with investor onboarding. You might like this job because it offers a chance to grow a client base and guide decision-making processes.
Undisclosed
Tropicana Gardens Office Tower
Full-Time
Job Description
In this role, you will be expected to:
- Identify and develop business opportunities to increase the existing client base
- Build and maintain strong relationships with prospective, existing, and High Net Worth clients
- Be a product expert and educate the clients on the investment products and the risk-adjusted returns
- Provide investors with comprehensive consultations and guide their decision-making process
- Enhance investor awareness, generate leads, or raise funds by developing marketing strategies
- Assist in onboarding investors, processing their applications, performing KYC checks, and filing regulatory reports
Job Requirements
We are looking for someone who is:
- Prior experience in relationship management, financial services, or FinTech industries would be a strong plus
- A strong leader with fantastic communication skills
- Excellent conflict resolution and interpersonal skills and ability to build lasting relationships with clients
- Able to work independently and within defined timelines
- Collaborative, responsive, hardworking, self-motivated, independent, and resourceful
- Have an eye for details and are organised
- Comfortable with working in a dynamic and fast-changing environment
Skills
Company Benefits
Medical Insurance
Your health is our priority - we provide medical and personal accident insurance!
Dental & Optical
To improve CapBae’s overall well-being and quality of life, we offer fixed individual dental and optical benefits
Free Parking
Safe parking space provided on-site for CapBaes in Tropicana Gardens Mall itself
Hybrid Working Arrangement
We are practicing a hybrid working style, so you don't have to worry about the traffic everyday!
Staff Discount
Get staff discounts when you shop and dine at Tropicana Gardens Mall
Employee Investment Scheme
We offer a special Employee Investment Scheme for CapBaes to start investing via our P2P platform
Additional Info
Company Activity
Last active - few minutes ago
Experience Level
10 - 20 Years of Experience
Career Level
Manager / Team Lead
Job Specialisation
Advertising & Branding, Business Development, General Project Management
Company Profile