Premier Relationship Manager (Onshore & Offshore)

Ambition Singapore; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

Ambition Singapore is seeking a Business Manager for Banking & Financial Services to lead relationships with affluent clients by delivering financial advisory and investment solutions. You will conduct consultative financial analysis, provide timely recommendations, and manage both new and existing Premier Banking relationships.

Key responsibilities include up-selling and cross-selling, delivering market updates and trend analysis, and ensuring adherence to internal policies and regulatory

Qualifications

• Bachelor's Degree in Banking, Business Administration, Economics or related field

Responsibilities

• Provide financial advisory services and investment solutions to affluent and high-net-worth clients
• Provide timely information, advice and recommendations to meet client requirements
• Manage relationships with new and existing affluent customers through consultative financial analysis
• Up-sell, cross-sell and provide regular market updates and trend analysis to these customers
• Acquire and prospect new Premier Banking customers and strengthen relationships with the Bank
• Ensure proper advisory procedures and documentation while adhering to internal policies and regulatory requirements (FAA and related acts)

Job description

Business Manager, Banking & Financial Services

Our client, a leading retail bank, is looking for highly driven Relationship Managers to join their expanding team.

Key Responsibilities

• To provide financial advisory services as well as appropriate financial and investment solutions and advice to affluent and high-net-worth clients.
• To provide customers with timely information, advice and recommendations to meet their requirements.
• Manage relationships with new and existing affluent customers through professional consultative financial analysis.
• Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
• Actively acquire and prospect new Premier Banking customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals.
• Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)

Job Requirements

• Bachelor's Degree in Banking, Business Administration, Economics or related field
• Possess CMFAS certifications (RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI)
• Minimum of 2 years of relevant experience in the banking / financial industry; experience in financial and investment product sales
• Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
• Highly motivated and a strong team player
• Excellent communication and interpersonal skills
• Good and consistent track record in sales or demonstrated ability to achieve strong sales performance.

Data provided is for recruitment purposes only. Business Registration Number:200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269