Premier Relationship Manager

Adecco Personnel Pte Ltd; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services provider in Singapore is looking for an experienced banking professional to manage High Net Worth clients and help achieve profit and growth targets. Candidates should have at least 3 years of sales experience in premier banking, along with a local diploma and knowledge of investment and insurance products. The role requires excellent customer service, compliance with guidelines, and the ability to identify suitable financial solutions for clients.

Qualifications

• Minimum local diploma in any discipline.
• Proven sales track record of at least 3 years in premier banking would be advantageous.
• Good knowledge of investment and insurance products.

Responsibilities

• Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.
• Manage the relationships with new and existing High Net Worth clients.
• Execute good customer service while reaching to the database provided.
• Identify suitable financial solutions to meet client's financial goals.
• Ensure all transactions are compliant with audit and statutory guidelines.

Skills

Sales skills

Financial analysis

Customer service

Investment knowledge

Insurance product knowledge

Education

Minimum local diploma in any discipline

Job description

Responsibilities

• Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.
• Manage the relationships with new and existing High Net Worth clients through professional consultative financial analysis.
• Required to execute good customer service while reaching to the database provided by the bank.
• To identify suitable financial solutions offered by the bank to meet client's financial goals.
• Ensuring all transactions are strictly compliant with audit and statutory guidelines

Skills and Experience Required

• Minimum local diploma in any discipline.
• Proven sales track record of at least 3 years in premier banking would be advantageous.
• Good knowledge of investment and insurance products.