Investment Relationship Manager

• Proactively identify and acquire new clients and build long-term relationships. • Penetrate and achieve monthly targets allocated. • Prepare and execute sales plans for potential client sourced from the Company’s leads and self-generated leads. • Actively participate in promotional sales and marketing events and market the Company products and services. • Ensure consistent delivery of high – quality services to clients through standards and good business conduct. • Ensure strict compliant to the Company’s standard policy and procedures and internal control and compliance and regulatory requirements. Requirements • Candidate must possess at least a diploma in Finance/Accountancy/Banking, Marketing or equivalent. • Min 2 years sales and service experience in the financial or service industry. (Candidates with less than 2 years’ experience in the relevant field will be considered for junior roles) • Possess strong interest in financial planning, investment and lending • Excellent communication and interpersonal skills. Able to deliver and maintain high quality of customer service. • Open-minded and comfortable working in a fast-paced environment where no two days are the same as it is a start-up company. • Possess own transport and willing to travel.