Priority Banking Relationship Manager [Offshore]

Good Job Creations (Singapore) Pte Ltd; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading international bank in Singapore is seeking an experienced Relationship Manager to provide bespoke wealth solutions for high-net-worth offshore clients. The ideal candidate will have at least 3 years of relationship management experience, conducting financial analysis and market trend updates. This role offers an exciting opportunity to deepen client relationships in a collaborative environment.

Qualifications

• 3 years of relevant experience in relationship management within the financial services space.
• Understanding of core concepts, principles, processes, or procedures of Wealth Management and Banking.
• Knowledge and experience in Offshore markets is an added advantage.

Responsibilities

• Conduct professional, consultative financial analysis and profiling sessions with customers.
• Foster and deepen customer relationships by providing regular market information updates.
• Draw up monthly plans for achieving and exceeding sales targets.
• Participate in marketing and promotional activities for customer acquisition.

Skills

Relationship management

Financial analysis

Market trend analysis

Job description

Job Overview

[Job ID: 1070953] Join our Priority Banking – Offshore team as a Relationship Manager and shape the financial future of our high-net-worth clients. We offer more than just banking; we provide bespoke wealth solutions. In this role, you will be the primary advisor, conducting consultative analysis to understand and meet the unique financial objectives of our offshore clients. We are seeking a dynamic professional with at least 3 years of relationship management experience. Your expertise will be crucial in deepening client relationships by providing insightful market updates and trend analysis. If you are driven to exceed targets and thrive in a collaborative, high-performing environment, this is your opportunity to build a rewarding career with a leading international bank.

Responsibilities

• Conduct professional, consultative financial analysis and profiling sessions with customers to meet their financial needs and objectives.
• Foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products, particularly in the Malaysia market.
• In consultation with the PB team manager, branch manager, or PTL, draw up monthly plans for achieving and exceeding sales targets to meet new business and customer acquisition goals.
• Participate in marketing and promotional activities for customer acquisition.

Requirements

• 3 years of relevant experience in relationship management within the financial services space.
• Understanding of core concepts, principles, processes, or procedures of Wealth Management and Banking.
• Knowledge and experience in Offshore markets is an added advantage.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

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EA Personnel Name: Tung Chi Jun (Deng Zijun)
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