Relationship Manager
Salary undisclosed
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Client acquisition through financial planning and advisory services.
Able to advise and recommend solutions from more than 10 insurance providers, and 5 investment platforms, thus standing out from tied insurance agents.
Able to refer to legal advisors and mortgage loan packages offered by various banks as a value-add to your advisory service.
Self-motivated as well as team player, avid learner.
Suitable for existing practitioners looking for a different, holistic platform to enhance their financial advisory service.