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ULTIMA Lifestyle Relationship Manager
On-site · Singapore, Singapore
Job Summary
ULTIMA Lifestyle Relationship Manager focusing on client account management, needs assessment, and proactive engagement to enrich relationships through tailored financial products and enhanced service. Responsibilities include reviewing customer needs and asset allocation, advising on products/services, ensuring risk profiling and financial planning coverage, organizing customer events, acquiring new customers via referrals, and maintaining strict KYC/AML compliance with overall emphasis on delivering exceptional client experience and risk-aware decision making. Strong communication and diplomatic skills, attention to detail, and ability to analyze data to inform recommendations are required.
Required Qualifications
- 2-5 years relevant experience
- Ability to manage relationships both internal and external
- Mandatory certifications as required for selling financial products
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