Financial Relationship Manager

Develop your career in the financial advisory industry. This role provides you with the opportunity to work closely with clients, understand their financial goals, and provide suitable wealth management solutions.

Through structured training, mentorship, and practical exposure, you will gain the expertise needed to manage client relationships, deliver financial advisory services, and grow your professional capabilities. The skills developed in client management, communication, and financial planning will support your career progression towards leadership opportunities.

Fresh graduates are welcome to apply!

We provide:

• Comprehensive training to complete 4 basic certifications and required financial advisory qualifications
• Coaching and guidance from experienced managers and industry professionals
• Opportunities to participate in client planning discussions and business development strategies
• Joint-fieldwork sessions for practical learning and client engagement exposure
• Career progression opportunities with mentorship support
• Work-life balance and a collaborative working environment

Job Responsibilities:

• Develop and maintain strong relationships with existing and prospective clients
• Understand clients’ financial objectives and provide appropriate wealth management solutions
• Conduct financial reviews and assist clients with wealth accumulation and protection planning
• Manage client portfolios and provide continuous support throughout their financial journey

Requirements:

• Local Diploma, A’ Levels, or Degree in any discipline
• Strong interpersonal and communication skills
• Positive attitude with a growth mindset
• Willingness to learn and develop in the financial services industry