全职 Client Relationship Executive 工作, 薪水 up to SGD 4,500, INVICTUS ADVISORY PTE. LTD. Central Region (Singapore) 公司招聘中 - Ricebowl

Summit Planners Invictus is looking for motivated individuals who enjoy connecting with people and building long term relationships.

As a Client Relationship Executive, you will work closely with individuals and business owners to understand their financial goals and support them in developing suitable financial strategies. Through structured mentorship and practical training, you will develop the skills needed to build lasting client relationships and grow your professional career.

Key Responsibilities

• Build and manage long term client relationships
• Conduct client meetings to understand financial goals
• Present suitable financial planning solutions
• Review clients' financial portfolios regularly
• Participate in networking events and client seminars
• Attend structured training and mentorship sessions
• Achieve individual business development goals