Prestigious Wealth Management Relationship Manager
Bank of China Bukit Merah Full-time
Responsibilities
We are looking for qualified wealth-planning professionals to join our Consumer Banking team. As a Prestigious Wealth Management 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
Bukit Merah
As an Assistant Relationship Manager, you will play a crucial role in managing and cultivating relationships with clients as well as take on responsibilities for sourcing clients and driving revenue growth.
This role provides a unique opportunity for career...
Singapore River, 2 km from Bukit Merah
of credit reviews.
Requirements:
• A strong team player who is driven, proactive, and maintains a positive attitude.
• Knowledge in Receivable Services is a must.
• At least 5 years of experience in relationship management and credit - in a commercial...
HAYS SPECIALIST RECRUITMENT PTE. LTD.Bukit Merah
Your new company
A local bank is looking for Wealth Planner / Relationship Manager
Your new role
• Based at branch (located nearest to your home)
• You will provide sound wealth management and financial advisory services to individual retail...