Hybrid Relationship Manager, Wealth & Estate Planning

Summit Planners Exchange in Singapore is seeking a full-time Relationship Manager to build and maintain strong client relationships. This role combines on-site client meetings with some work-from-home flexibility, focusing on understanding clients' financial objectives and estate planning needs.

Responsibilities include conducting consultations, preparing proposals, and ensuring adherence to compliance requirements. The ideal candidate will possess strong relationship management skills, organizational abilities, and a relevant educational background.