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Company Description

APX Financial offers holistic wealth strategies across Asia, integrating investment expertise, risk protection, and legacy planning to achieve long-term financial goals. As a branch of Manulife Financial Advisers Pte. Ltd., APX Financial delivers bespoke wealth planning services, emphasizing client-centric solutions tailored to unique needs. The organization supports a diverse range of clients, including professionals, retirees, and wealth founders aiming to secure sustainable financial futures and create multi-generational legacies. With a team of highly skilled and ethical professionals, APX Financial is committed to providing exceptional outcomes for clients at every stage of their wealth journey.

Role Description

This is a full-time, on-site Relationship Manager role based in Singapore. The Relationship Manager will build and maintain strong client relationships, providing personalized financial planning and wealth management advice. Key responsibilities include understanding client financial goals, identifying and offering tailored financial products, managing investment portfolios, and ensuring excellent service delivery. The role also involves collaborating with internal teams and staying updated with financial market trends to support clients effectively.

Qualifications

• Strong communication, interpersonal, and relationship-building skills
• Proficiency in financial planning, investment advisory, and portfolio management
• Excellent problem-solving, analytical, and decision-making abilities
• Understanding of financial markets, wealth management strategies, and regulatory requirements
• Background in client service and a client-centric approach is highly desirable
• Bachelor’s degree in Finance, Business, Economics, or a related field
• Certified Financial Planner (CFP) or other relevant financial accreditations are preferred
• Ability to work effectively in a team and adapt to changing market environments
• Previous experience in the financial services or wealth management industry is an advantage