Prestigious Wealth Management Relationship Manager

Bank of China Limited, Singapore Branch; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A major financial institution in Singapore is seeking a Financial Advisor to provide comprehensive financial advice and wealth management solutions to retail customers. The role involves developing customer relationships and achieving sales targets. Candidates should have at least 2 years of relevant experience in banking or financial services, equipped with necessary regulatory certifications. Strong interpersonal skills and knowledge of wealth management are essential for success in this position.

Qualifications

• At least 2 years of relevant financial advisory experience in banking and/or financial services.
• Equipped with necessary regulatory certifications for advising investment products.

Responsibilities

• Provide comprehensive financial advice and wealth management solutions.
• Develop and deepen relationships with customers assigned.
• Meet sales targets and deliverables.

Skills

Financial advisory

Wealth management

Sales targets achievement

Interpersonal skills

Education

Diploma qualification or above

Tools

CMFAS Module 5

CMFAS Module 8

CMFAS Module 8A

CMFAS Module 9

CMFAS Module 9A

Job description

Responsibilities

• 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