Relationship Manager | Retail Banking | Freshies Welcome! || - Geylang

apartmentOctomate placeGeylang scheduleFull-time calendar_month 

Details:

Salary: $3600 - $5000

Corporate Working Hours

Central Location

Responsibility:

  1. Build strong client relationships and develop new opportunities through leads, referrals, and outreach.
  2. Conduct financial needs analysis to understand client goals and recommend suitable solutions.
  3. Advise clients on investment products, life and general insurance, and banking services.
  4. Stay current with market trends and product knowledge to provide effective wealth planning advice.
  5. Ensure all regulatory and compliance standards (MAS, AML, KYC) are met.
  6. Collaborate with internal stakeholders (product specialists, branch staff) to deliver holistic solutions.

Requirement:

  1. Diploma or Degree in Finance, Business, Economics, or related fields
  2. Strong communication and interpersonal skills
  3. Highly Driven individual with a strong will to succeed
  4. Familiar with investment and insurance products, and risk profiling
  5. CMFAS Certifications: M5, M9, M9A, HI (M8/M8A for ILPs is a plus)
  6. Prior experience in relationship management is a plus
For quicker response, please contact me directly at:
Wh@ts@pp: Nine247221Six
Tel3gr@m: (at)SmoothOctomater

Email: [email protected]

Berry Lim (R23117685) | Octomate Staffing (23C1980)

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