Associate director - priority private banking
Singapore River
Principal Responsibilities:
- Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients.
- Oversee the total wealth of clients, matching financial and investment product solutions to their needs.
- Demonstrate a genuine interest in customers, helping them achieve their financial goals.
- Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.
- Promote services to potential clients, explore their needs, and refer them to relevant business units when necessary.
Requirements:
- University-level education, preferably in finance, business, or a related field.
- >6 years of experience in a client-facing environment within banking with strong relationship-building skills.
- Proven sales ability with a customer-centric approach and excellent communication and interpersonal skills.
- A strong understanding of financial markets and a genuine interest in staying informed.
- Independent mindset with the ability to perform effectively under pressure.
- Relevant CMFAS certificates
To apply online please use the apply function ...
(EA: 94C3609/ R21103354)
show more- skills
- qualifications
- education
Bachelor Degree
share this job.
National University of SingaporeBukit Merah, 2 km from Singapore River
LinkedIn: https://www.linkedin.com/company/nus-office-of-finance/
Job Description
The Central FP&A Management Reporting team plays a critical role in supporting Finance Director and the university leadership team in driving financial insights, strategic...
KPMG SERVICES PTE. LTD.Bukit Merah, 2 km from Singapore River
The Alliance Associate Director at KPMG Singapore is responsible for developing and enhancing strategic partnerships in Singapore that are crucial to the company's growth and pipeline. This position requires managing complex business relationships...
PeoplebankBukit Merah, 2 km from Singapore River
About the Role
We are seeking a dynamic and visionary Associate Director of Human Resources to lead our client's HR strategy and operations. This senior leadership role is pivotal in shaping the organisation’s people agenda — driving workforce...