Relationship Manager

Organization

Role overview

Responsibilities

• Acquire preferred high-net-worth and ultra-high-net-worth clients.
• Contact and manage allocated clients regularly by telephone or in person, delivering premium service.
• Grow client relationships and the client base through referrals, networking, and channel partnerships.
• Conduct client risk and suitability assessments and recommend products aligned with client profiles.
• Create sales plans to acquire new high-net-worth customers and increase the customer base.
• Understand high-value clients’ needs and preferences and provide tailored support.
• Meet clients and prospects at events and meetings, including evening and weekend commitments.
• Coordinate with client-facing colleagues to maintain high-quality client service.
• Continue developing capital-markets knowledge through self-learning and company-provided training.
• Follow company ethics and code-of-conduct policies.

Requirements

• Over five years of sales experience in the financial, banking, or insurance industry.
• Excellent knowledge and experience of financial markets.
• CISI and SCA certifications are desirable but not mandatory at hiring; both will be required after joining.

Why Century Financial

• The company describes its workplace as a Great Place to Work with a dynamic, inclusive culture and supportive team environment.
• The role offers competitive incentive packages and benefits, learning from industry experts, and comprehensive product training.