Relationship Manager
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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.