Client Relationship Consultant - Private Wealth Management

SEARCH INDEX PTE. LTD.

Singapore, Singapore
Commensurate with qualification + experience; incl...
Not specified
Lead generation and prospecting
Sales and negotiation abilities
Client portfolio review and analysis
SEARCH INDEX PTE. LTD. is seeking a Client Relationship Consultant for its Private Wealth Management division in Singapore. The role involves generating leads, managing client relationships, and providing a suite of financial services tailored to client needs

Job Summary

  • The role involves offering a comprehensive suite of private wealth banking and financial services including mortgages, loans, and investment solutions to targeted locals and cross-border segments.
  • Candidates are responsible for identifying potential clients, driving growth, and meeting or exceeding sales and relationship development targets through active market research and deal structuring.
  • The position requires acting as the main point of contact to build strong long-term relationships while coordinating with internal teams to resolve client issues and manage the CRM pipeline.

Matching Summary

Match Score: 75

SEARCH INDEX PTE. LTD. is seeking a Client Relationship Consultant for its Private Wealth Management division in Singapore. The role involves generating leads, managing client relationships, and providing a suite of financial services tailored to client needs.

Salary

Commensurate with qualification and experience; inclusive of salary, allowance, commission, and incentive

Skills & Requirements

Must-have

  • Lead generation and prospecting
  • Sales and negotiation abilities
  • Client portfolio review and analysis
  • Cross-border segment targeting
  • CRM pipeline management

Nice-to-have

  • Customer service mindset
  • Problem-solving skills
  • Conflict resolution abilities
  • Attention to detail
  • Long-term relationship building

Key Requirements

  • Polytechnic Diploma or Bachelor's degree
  • Sales and negotiation experience
  • EA License compliance (implied by company)

Work Rights

Not specified

Tailored Resume

Cover Letter