Prestigious Wealth Management Relationship Manager

Bank of China; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

A leading financial institution seeks a Prestigious Wealth Management Relationship Manager to join their Retail Banking team in Singapore. The role focuses on providing tailored financial advice to mass-affluent customers and building a robust customer network through both tele-prospecting and in-person interactions. Ideal candidates will have a diploma or higher, relevant experience in financial services, and necessary regulatory certifications.

Qualifications

• At least 2 years of relevant financial advisory experience.
• Equipped with necessary regulatory certifications (CMFAS Module 5, 8, 8A, 9, 9A and Health Insurance).
• Strong knowledge of investment products and industry trends.

Responsibilities

• Provide comprehensive financial advice and wealth management solutions.
• Develop and deepen relationships with customers to generate revenue.
• Meet sales targets and other deliverables consistently.

Skills

Interpersonal skills

Sales results orientation

Knowledge of wealth management

Education

Diploma qualification or above

Job description

Responsibilities

We are looking for qualified wealth-planning professionals to join our Retail 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