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Relationship Manager

Salary undisclosed

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  • Relationship Manager, Wealth Management Products – Offshore Insurance

Requirements

• Graduate with a Diploma/Degree/Professional program or qualification; preferably in finance, economics or financial planning-related program.

• Requires 1-2 years of working experience in the related field.

• Fresh graduates are encouraged to apply.

• Self-starter with skills to evaluate issues and identify solutions.

• Good communication and interpersonal skills to deal with various stakeholders.

• Strong sense of orientation, multi-tasking and work organised.

• Proficient in English. Being able to speak Japanese will be an added advantage.

Responsibilities

• Work closely with financial advisors and international product partners to ensure submission documents service standards are in place.

• Liaised with international providers and investment managers.

• Build and articulate investment/insurance product knowledge to support Financial Advisors.

• Streamline processes and build efficient workflow under the offshore business.

• Liaising with our license regulators.

• Handling external and internal communication/management systems.