Financial Services Manager

  • Build and maintain long-term relationships with clients
  • Understand clients' financial goals and objectives
  • Provide suitable financial planning and wealth management solutions
  • Conduct client reviews and consultations
  • Develop and manage a portfolio of clients
  • Identify opportunities to grow and expand client relationships
  • Stay informed about industry developments and market trends
  • Participate in business development and networking activities


Open to fresh grads or mid-career switch. Flexible work hours, full-time only, 4-12k base pay with uncapped remuneration.

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