Relationship Manager | Retail Banking | Freshies Welcome! || - Geylang
Octomate Geylang Full-time
Details:
Salary: $3600 - $5000
Corporate Working Hours
Central Location
Responsibility:
- Build strong client relationships and develop new opportunities through leads, referrals, and outreach.
- Conduct financial needs analysis to understand client goals and recommend suitable solutions.
- Advise clients on investment products, life and general insurance, and banking services.
- Stay current with market trends and product knowledge to provide effective wealth planning advice.
- Ensure all regulatory and compliance standards (MAS, AML, KYC) are met.
- Collaborate with internal stakeholders (product specialists, branch staff) to deliver holistic solutions.
Requirement:
- Diploma or Degree in Finance, Business, Economics, or related fields
- Strong communication and interpersonal skills
- Highly Driven individual with a strong will to succeed
- Familiar with investment and insurance products, and risk profiling
- CMFAS Certifications: M5, M9, M9A, HI (M8/M8A for ILPs is a plus)
- Prior experience in relationship management is a plus
Wh@ts@pp: Nine247221Six
Tel3gr@m: (at)SmoothOctomater
Email: [email protected]
Berry Lim (R23117685) | Octomate Staffing (23C1980)
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