Junior Relationship Manager

Summit Planners Invictus (SP Invictus) offers personalized financial solutions tailored to clients’ unique needs and aspirations. With a core commitment to understanding clients’ goals, challenges, and milestones, SP Invictus builds trust and lifelong relationships. The team provides comprehensive wealth management and holistic financial planning to empower clients with confidence in achieving their financial objectives. As a branch of Manulife Financial Advisers, SP Invictus is dedicated to helping clients navigate life’s financial journey with assurance and support.

Role Description

This is a full-time, on-site role based in Singapore for a Junior Relationship Manager. The Junior Relationship Manager will be responsible for building and maintaining strong client relationships, understanding client needs, and providing tailored financial solutions. Day-to-day tasks include client engagement, conducting financial reviews, identifying suitable financial products,...