Position Overview We are seeking a dedicated and client-focused Relationship Manager to primarily support both roadshow events and branch-based services . This role is crucial in delivering outstanding customer service and deepening client engagement through face-to-face interactions.
This role involves shift work , including weekends and public holidays , to meet client needs and optimize our event and branch schedules.
Key Responsibilities - Serve as the first point of contact for clients during roadshows and at the branch, providing professional, tailored financial advice and support.
- Conduct client consultations to understand their financial goals and recommend appropriate products or services.
- Support branch activities including client onboarding, product inquiries, and service requests.
- Coordinate logistics and client engagement during weekend and public holiday roadshows.
- M...