- Outram Central Region (Singapore) Singapore
全职 Relationship Manager 工作, 薪水 up to SGD 9,000, USMART SECURITIES (SINGAPORE) PTE. LTD. Central Region (Singapore) 公司招聘中 - Ricebowl
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Position Overview:
We are seeking a dedicated and client-focused Relationship Manager to primarily support both roadshow events and branch-based services. This role is crucial in delivering outstanding customer service and deepening client engagement through face-to-face interactions.
This role involves shift work, including weekends and public holidays, to meet client needs and optimize our event and branch schedules.
Key Responsibilities:
Serve as the first point of contact for clients during roadshows and at the branch, providing professional, tailored financial advice and support.
Conduct client consultations to understand their financial goals and recommend appropriate products or services.
Support branch activities including client onboarding, product inquiries, and service requests.
Coordinate logistics and client engagement during weekend and public holiday roadshows.
Maintain accurate client records and ensure all regulatory requirements are met.
Actively contribute to team targets and business development efforts.
Assist in internal handovers, especially during shifts, to ensure continuity of service.
Requirements:
Prior experience in a client-facing financial services or banking role.
Eligibility or interest in obtaining relevant regulatory licenses (e.g., for selling investment or insurance products).
Strong interpersonal and communication skills.
Flexibility to work on a shift basis, including weekends and public holidays.
uSMART Securities is a leading global investment company that brings ease and convenience to investors for all their investment needs.
With operations in Singapore, Hong Kong and China we believe in using technology and intelligent solutions to provide a holistic platform offering to investors that they will need in their investment needs.
With a staff strength of more than 400 strong globally, we are expanding to add talent to the team in various functions. If you are looking for an organization to develop your talent, craft out your career based on your interest, and most importantly an environment and culture that is positive and vibrant, look no further!
We are seeking a dedicated and client-focused Relationship Manager to primarily support both roadshow events and branch-based services. This role is crucial in delivering outstanding customer service and deepening client engagement through face-to-face interactions.
This role involves shift work, including weekends and public holidays, to meet client needs and optimize our event and branch schedules.
Key Responsibilities:
Serve as the first point of contact for clients during roadshows and at the branch, providing professional, tailored financial advice and support.
Conduct client consultations to understand their financial goals and recommend appropriate products or services.
Support branch activities including client onboarding, product inquiries, and service requests.
Coordinate logistics and client engagement during weekend and public holiday roadshows.
Maintain accurate client records and ensure all regulatory requirements are met.
Actively contribute to team targets and business development efforts.
Assist in internal handovers, especially during shifts, to ensure continuity of service.
Requirements:
Prior experience in a client-facing financial services or banking role.
Eligibility or interest in obtaining relevant regulatory licenses (e.g., for selling investment or insurance products).
Strong interpersonal and communication skills.
Flexibility to work on a shift basis, including weekends and public holidays.
uSMART Securities is a leading global investment company that brings ease and convenience to investors for all their investment needs.
With operations in Singapore, Hong Kong and China we believe in using technology and intelligent solutions to provide a holistic platform offering to investors that they will need in their investment needs.
With a staff strength of more than 400 strong globally, we are expanding to add talent to the team in various functions. If you are looking for an organization to develop your talent, craft out your career based on your interest, and most importantly an environment and culture that is positive and vibrant, look no further!
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