Relationship Manager (Wealth Management)

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

Requirements

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