Relationship Manager - Wealth Management

As a CPF Relationship Manager, you will play a crucial front-line role in our practice, upholding our commitment to comprehensive, reliable, and impactful financial planning. Your success in this position hinges on your ability to establish yourself as a trusted anchor for our HNI/NRI clients, offering pragmatic and empathetic financial solutions while fostering our client-centric ethos. Key Responsibilities: - Engage with clients to gain insight into their financial aspirations, life objectives, and obstacles. - Provide well-structured, goal-oriented investment suggestions that align with clients" risk profiles. - Coordinate regular portfolio evaluations and ensure prompt service delivery. - Maintain meticulous client records and monitor follow-ups through internal systems. - Contribute to internal knowledge-sharing and initiatives for continuous enhancement. - Demonstrate unwavering confidentiality and integrity in all client interactions. Qualifications Required: - Bachelor's degree (Preferred) - 4 years of experience as a Relationship Manager (Preferred) - 4 years of experience in Wealth Management (Preferred) - 4 years of experience in CPF (Preferred) If you have any further questions or would like to apply for this position, please contact us at 8530813305. This is a full-time, permanent role based on in-person work location.,