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  • Posted: Dec 16, 2023
    Deadline: Aug 31, 2024
  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    Optiva Capital Partners is a wealth management company specializing in investment immigration, investment advisory and insurance services.
    Read more about this company


    Relationship Management Executive (RME) / Relationship Manager (RM) / Business Manager (BM)

    • The Relationship Management Executive (RME) / Relationship Manager (RM) / Business Manager (BM) must be 30years and above, will be expected to initiate, maintain, and deepen new/existing business relationships as a primary core function.
    • As an everyday field-based employee, he/she is equally expected to perform a daily field function known and referred to as prospecting targeted individuals profiled to match our company’s prospective clients.


    • Plan and execute daily field sales prospecting calls
    • Ensure every client is contacted at least once a month via phone, visit, email, etc.
    • Ensure every client is visited and seen at least once every quarter
    • Ensure relevant renewal notices are sent to clients in a timely manner for time-tenured documents

    Method of Application

    Interested and qualified candidates should forward their CV to: using the position as subject of email.

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