Prestigious Wealth Management Relationship Manager

BANK OF CHINA LIMITED; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

A prominent financial institution is seeking a Prestigious Wealth Management Relationship Manager to join their Consumer Banking team. In this role, you will provide personalized financial advice and wealth management solutions to mass-affluent customers, focusing on building long-term relationships. Ideal candidates should possess a diploma or higher, have at least two years of financial advisory experience, and hold necessary regulatory certifications. Strong interpersonal skills combined with the ability to achieve sales targets will be crucial for success in this position.

Qualifications

• At least 2 years of relevant financial advisory experience in banking and/or financial services.
• Equipped with regulatory certifications for advising investment products as classified under the FAA regulatory framework.
• Good knowledge of wealth management and investment products.

Responsibilities

• Provide comprehensive financial advice and wealth management solutions.
• Develop and deepen relationships with customers while expanding the customer base.
• Meet sales targets and other deliverables consistently.

Skills

Strong interpersonal skills

Results-oriented

Education

Diploma qualification or above

Job description

Responsibilities

We are looking for qualified wealth-planning professionals to join our Consumer Banking team. As a Prestigious Wealth Management 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