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AVP/VP, Investment Services and Business Management - Multi-Strategies | Singapore, SG

GIC Private Limited

Singapore

On-site

SGD 80,000 - 100,000

Full time

3 days ago
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Job summary

A global financial services firm seeks a Premier Relationship Banker in Singapore. The role involves managing relationships with High Net Worth clients, driving revenue through effective financial planning, and ensuring compliance with sales policies. Candidates are preferred with experience in High Net Worth relationship management and relevant qualifications. Fluency in English and Bahasa Malaysia is required, while proficiency in Mandarin or Cantonese is advantageous.

Qualifications

  • Experience in managing High Net Worth clients preferred.
  • Relevant license in marketing wealth and investment products is required.
  • Fluent in spoken English and Bahasa Malaysia; Mandarin or Cantonese proficiency is a plus.

Responsibilities

  • Manage and grow Premier customers' relationships.
  • Drive revenue and AUM growth through financial planning.
  • Ensure high level of sales and service of retail products.

Skills

Relationship management of High Net Worth clients
Sales oriented
Influencing skills
Networking skills
Portfolio management skills

Education

Tertiary Diploma / Degree qualification

Tools

PCE
TBE
CEILLI
FIMM
IPPC
Job description
Premier Relationship Banker

GIC Private Limited, Johor Bahru, Malaysia

Posted 7 hours ago – Permanent – Competitive

We are currently seeking an ambitious individual to join our Wealth and Personal Banking team in the role of Premier Relationship Banker, working together with colleagues to define, manage and achieve divisional business targets.

Principal Responsibilities
  • Manage, acquire, grow and deepen Premier customers' relationships through effective relationship management.
  • Drive revenue and AUM growth expectations through holistic financial planning.
  • Ensure a high level of sales and services of HSBC retail products based on needs based selling.
  • Refer mortgage business to Mortgage Arranger (MA).
  • Ensure best practice on wealth sales is being referred to peers and others.
  • Ensure compliance with products and sales policies, procedures and guidelines set by the bank and the relevant authorities.
Qualifications - External
  • Candidate with experience in relationship Management of High Net Worth clients are preferred.
  • A recognized tertiary Diploma / Degree qualification.
  • Relevant licence in marketing wealth and investment products such as PCE, TBE, CEILLI, FIMM, IPPC is required.
  • Evidence of strong sales track record insurance and investment products.
  • Sales oriented, driven to produce results.
  • Highly skilled in influencing, networking and portfolio management skills.
  • Fluent in spoken English and Bahasa Malaysia; candidate with proficiency to converse in Mandarin / Cantonese would be an added advantage.

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritized. When applying, please submit a full resume and attach your appraisal reports for the last two years. For internal applicants with less than eighteen months in their current role, please also obtain and enclose line manager endorsement.

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