Relationship Manager (Wealth Management)
Bank of China Toa Payoh Full-time
Responsibilities
We are looking for qualified wealth-planning professionals to join our Consumer Banking team. As a Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions.With a focus on forging long-term relationships with our mass-affluent customers, you are able to tailor holistic financial planning solutions to address customers’ unique needs and grow their wealth with us.
- Provide comprehensive financial advice and wealth management solutions for Prestigious Wealth Management and retail customers, including but not limited to insurance and unit trusts
- Be well-versed in the bank’s products and services to address customers’ financial needs
- Proactively develop and deepen relationships with customers assigned to you while also expanding your customer base and establishing new customer relationships to generate revenue
- Consistently meet sales targets and all other deliverables
- Diploma qualification or above
- At least 2 years of relevant financial advisory experience in banking and/or financial services
- Equipped with the necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework, namely CMFAS Module 5, 8, 8A, 9, 9A and Health Insurance
- Strong interpersonal skills and results-oriented with professional conduct and a proven ability to consistently achieve sales targets
- Good knowledge of wealth management and investment products, as well as industry trends
TAIPEI FUBON COMMERCIAL BANK CO., LTD. Singapore BranchToa Payoh
Job Description
• Assist Relationship Manager of the team to acquire and grow the AUM of high net worth client through effective relationship management, with special focus on the needs of client’s financial or wealth management target.
• The cross...
Career Story Pte. Ltd.Toa Payoh
Associate Relationship Manager
This is a perm hire role for one of our client in the Banking Sector
Required: Passed CACS Paper 1 & 2
Job Scope
• The Associate Relationship Manager (ARM) plays a critical support role in assisting Relationship...
ROYAL BANK OF CANADAToa Payoh
What is the opportunity?
As the Relationship Manager, you will be responsible for building, developing and maintaining long term client relationships by drawing on your already strong personal contact network.
What will you do?
• Providing advice...